Financial Wellness Advisor

KeyBank; Kennett Square (Chester County); On-site; USD 28,474 - 43,050; Full time

Benefits offered by this job

Incentive compensation

Comprehensive benefits package

Job summary

A regional financial institution is seeking a Personal Banker in Kennett Square to drive client relationships and provide financial wellness guidance. The role entails opening personal and business accounts, engaging clients in meaningful conversations, and meeting sales goals. Candidates should have strong sales skills, a commitment to customer service, and teamwork aptitude. The position offers a competitive hourly rate between $20.67 and $31.25 along with various benefits.

Qualifications

• Minimum of 1 year experience in developing customer relationships and achieving sales goals.
• Understanding of consumer credit, including loan-to-value and credit reports.
• Demonstrated experience with influencing business partners.

Responsibilities

• Engage clients in conversations to uncover financial needs and provide recommendations.
• Open personal and business accounts and develop strong partnerships with teammates.
• Ensure compliance with operational, risk, security, and audit procedures.

Skills

Client experience

Sales techniques

Time management

Financial analysis

Relationship building

Education

High School Diploma or GED

Bachelor's Degree

Tools

MS Office

PCs

Job description

A regional financial institution is seeking a Personal Banker in Kennett Square to drive client relationships and provide financial wellness guidance. The role entails opening personal and business accounts, engaging clients in meaningful conversations, and meeting sales goals. Candidates should have strong sales skills, a commitment to customer service, and teamwork aptitude. The position offers a competitive hourly rate between $20.67 and $31.25 along with various benefits.