Financial Wellness Advisor

KeyBank; Toledo (OH); On-site; USD 59,237,000 - 89,544,000; Full time

Job summary

KeyBank is hiring a Personal Banker in the Toledo, OH area. You will engage clients, uncover financial needs, and guide them toward suitable banking products.

This role emphasizes relationship-building, account openings, and collaborative teamwork to grow client wellness and banking relationships. The position requires a High School Diploma or GED (Bachelor's preferred) and 1+ year in sales/relationship-building, with strong communication, integrity, and digital-proficiency.

Qualifications

• Minimum 1 year of developing customer relationships and meeting sales goals.
• Understanding of consumer credit and basic financial concepts.
• Foundational sales/service techniques including tele-consulting and networking.
• Comfortable engaging with small business clients and asking questions to help.
• Ability to influence partners across the bank for referrals and cross-sell.

Responsibilities

• Engage clients in conversations to uncover financial wellness needs.
• Open accounts and introduce banking products and services.
• Meet activity and sales goals while maintaining compliance.
• Collaborate with branch teammates and partners to grow relationships.
• Provide excellent client service and educate clients on digital banking capabilities.

Skills

Client engagement

Sales ability

Relationship building

Communication skills

Time management

Integrity

Cash handling

Education

High School Diploma or GED

Bachelor's Degree (preferred)

Tools

MS Windows

Microsoft Office

Job description

KeyBank is hiring a Personal Banker in the Toledo, OH area. You will engage clients, uncover financial needs, and guide them toward suitable banking products.

This role emphasizes relationship-building, account openings, and collaborative teamwork to grow client wellness and banking relationships. The position requires a High School Diploma or GED (Bachelor's preferred) and 1+ year in sales/relationship-building, with strong communication, integrity, and digital-proficiency.