Financial Wellness Advisor

KeyBank; Grove City (OH); On-site; USD 28,000 - 43,000; Full time

Job summary

KeyBank in Grove City, OH is seeking a Personal Banker to engage clients, uncover needs, and provide solutions for financial wellness. You will attract new clients, deepen existing relationships, and guide customers toward KeyBank products through confident conversations and proactive outreach.

The role emphasizes a client-first, sales-driven mindset with strong teamwork and communication, including in-branch and call interactions. Notary license is preferred.

Qualifications

• High School Diploma, GED or equivalent business experience (required) or Bachelor's Degree (preferred).
• 1+ years experience in developing current and new customer relationships and achieving sales goals.
• Understanding of consumer credit and related financial processes.
• Strong communication and relationship-building skills.

Responsibilities

• Opening personal and business accounts (checking, deposits, and lending products).
• Developing strong partnerships with branch teammates and line of business partners.
• Ensuring compliance with policies and risk controls in all client interactions.
• Supporting branch operations including client transactions on the Teller line.
• Building and nurturing client relationships to expand services and referrals.

Skills

Client knowledge

Sales goals

Integrity

Time management

Education

High school diploma

GED

Bachelor's degree (preferred)

Job description

KeyBank in Grove City, OH is seeking a Personal Banker to engage clients, uncover needs, and provide solutions for financial wellness. You will attract new clients, deepen existing relationships, and guide customers toward KeyBank products through confident conversations and proactive outreach.

The role emphasizes a client-first, sales-driven mindset with strong teamwork and communication, including in-branch and call interactions. Notary license is preferred.