Financial Wellness Advisor

KeyCorp; Nanuet (NY); Vor Ort; USD 43.000 - 65.000; Vollzeit

Zusammenfassung

KeyBank in Nanuet, NY seeks a Personal Banker to engage clients, uncover financial wellness needs, and expand relationships. You will open accounts, advise on products, and collaborate with branch teammates to reach sales goals, while delivering excellent service.

The role emphasizes relationship building, strong communication, and proactive client engagement, with a focus on trust and personalized financial guidance.

Qualifikationen

• Minimum 1 year experience in developing current and new customer relationships, achieving sales goals.
• Understanding of consumer credit - including loan-to-value, debt-to-income and credit reports.
• Foundational knowledge of sales and service techniques with clients including tele-consulting, outside calling, prospecting, networking.
• Comfortable interacting with small business clients, overcoming objection, and asking discovery questions.
• Experience influencing business partners and leveraging centers of influence.
• Proficient with PCs and digital platforms at Key.

Aufgaben

• Embodies a strong client experience culture with every client and teammate.
• Listen for financial wellness opportunities during conversations and provide tailored recommendations.
• Achieve individual activity, behavior, and outcome goals and expectations.
• Open personal and business accounts and deepen client relationships across products.
• Support branch operations and assist with client transactions as needed.
• Participate in morning huddles and end-of-day debriefs; may work Saturdays.

Kenntnisse

Client relations

Sales goals

Communication

Time management

Cash handling

Risk awareness

Financial guidance

Digital literacy

Ausbildung

High School Diploma or equivalent

Bachelor's Degree (preferred)

Tools

MS Office

Jobbeschreibung

KeyBank in Nanuet, NY seeks a Personal Banker to engage clients, uncover financial wellness needs, and expand relationships. You will open accounts, advise on products, and collaborate with branch teammates to reach sales goals, while delivering excellent service.

The role emphasizes relationship building, strong communication, and proactive client engagement, with a focus on trust and personalized financial guidance.