Financial Wellness Advisor

KeyBank; Oakdale (NY); On-site; USD 29,000 - 43,000; Full time

Job summary

KeyBank seeks a Personal Banker to engage clients in meaningful conversations, assess financial wellness needs, and offer tailored solutions in person and over the phone. You will attract new clients and expand relationships through collaborative teamwork and proactive outreach.

The role emphasizes ethical, client-first service, plus adherence to risk and regulatory requirements, with opportunities to leverage digital banking tools to enhance the customer experience.

Qualifications

• Minimum 1 year of experience in developing current and new customer relationships.
• Understanding of consumer credit including loan-to-value and debt-to-income.
• Experience with tele-consulting, outside calling, prospecting, and networking.

Responsibilities

• Embodies a strong client experience culture with every client and teammate.
• Listen for financial wellness opportunities and provide tailored recommendations.
• Attain sales and referral goals through quality conversations and lead lists.
• Open personal and business accounts and assist with client transactions on the Teller line.
• Develop partnerships with branch teammates and focused on client acquisition and relationship deepening.

Skills

Client experience

Sales

Communication

Teamwork

Problem solving

Education

High School Diploma/GED

Bachelor's Degree

Tools

MS Windows

Microsoft Excel

Job description

KeyBank seeks a Personal Banker to engage clients in meaningful conversations, assess financial wellness needs, and offer tailored solutions in person and over the phone. You will attract new clients and expand relationships through collaborative teamwork and proactive outreach.

The role emphasizes ethical, client-first service, plus adherence to risk and regulatory requirements, with opportunities to leverage digital banking tools to enhance the customer experience.