Financial Wellness Advisor

KeyBank; Fort Kent (ME); On-site; USD 28,474 - 43,050; Full time

Job summary

KeyBank in Fort Kent, Maine is seeking a Personal Banker who will engage clients to understand their financial needs and provide tailored solutions. The ideal candidate will have strong sales acumen, excellent communication skills, and a commitment to client service.

Responsibilities include opening accounts, developing relationships, and ensuring compliance with banking procedures. A high school diploma is required, while a bachelor's degree is preferred. Compensation ranges from $20.67 to $31.25 per hour depending on experience.

Qualifications

• 1+ years experience in developing customer relationships and achieving sales goals.
• Understanding of consumer credit including loan to value and credit reports.
• Foundation in sales and service techniques including tele-consulting and networking.

Responsibilities

• Engage clients to uncover needs for financial wellness.
• Open personal and business accounts effectively.
• Ensure compliance with operational and audit procedures.

Skills

Client experience

Sales acumen

Communication skills

Time management

Relationship building

Education

High School Diploma or GED

Bachelor's Degree

Tools

MS Windows

MS Office (Word, Excel)

Digital technology knowledge

Job description

KeyBank in Fort Kent, Maine is seeking a Personal Banker who will engage clients to understand their financial needs and provide tailored solutions. The ideal candidate will have strong sales acumen, excellent communication skills, and a commitment to client service.

Responsibilities include opening accounts, developing relationships, and ensuring compliance with banking procedures. A high school diploma is required, while a bachelor's degree is preferred. Compensation ranges from $20.67 to $31.25 per hour depending on experience.