Financial Wellness Advisor

KeyBank; Wallingford (CT); On-site; USD 29,000 - 43,000; Full time

Job summary

KeyBank in Wallingford, CT seeks a Personal Banker to engage clients, uncover financial wellness needs, and guide them to suitable banking solutions. You will open accounts, develop partnerships, and drive client growth within the branch, while maintaining compliance and delivering exceptional service.

The role emphasizes relationship building, sales, and digital platform education to support clients’ financial goals and paths to banking success. Weekend hours may be required.

Qualifications

• 1+ years experience developing customer relationships and achieving sales goals.
• Understanding of consumer credit and loan basics.
• Ability to educate clients on digital platforms and KeyBank services.
• Notary license preferred.

Responsibilities

• Engage clients to uncover financial wellness opportunities and provide guidance.
• Open personal and small business accounts and manage deposit products.
• Develop partnerships with branch teammates and business partners for client acquisition and relationship depth.
• Ensure compliance with policies and proper documentation of client interactions.
• Support branch operations on the Teller line as needed.
• Participate in morning huddles and end-of-day debriefs.
• Work Saturdays as directed by management.

Skills

Client relationships

Sales

Digital banking

Communication

Relationship building

Customer service

Education

High School Diploma

Bachelor's Degree (preferred)

Notary License (preferred)

Tools

MS Office

Windows PC usage

Job description

KeyBank in Wallingford, CT seeks a Personal Banker to engage clients, uncover financial wellness needs, and guide them to suitable banking solutions. You will open accounts, develop partnerships, and drive client growth within the branch, while maintaining compliance and delivering exceptional service.

The role emphasizes relationship building, sales, and digital platform education to support clients’ financial goals and paths to banking success. Weekend hours may be required.