Financial Wellness Advisor | Build Relationships & Growth

KeyBank; Three Tuns (PA); On-site; USD 43,000 - 65,000; Full time

Job summary

KeyBank is seeking a Personal Banker to engage clients in conversations, assess financial wellness needs, and guide them to suitable banking solutions. You will attract new clients and deepen relationships with existing clients, working with branch teammates to meet sales targets and service standards.

The role emphasizes a client-first, sales-driven approach, with required compliance, strong teamwork, and excellence in communication across in-person and phone interactions.

Qualifications

• High school diploma or equivalent required; Bachelor's degree preferred.
• Minimum 1 year developing customer relationships and achieving sales goals.

Responsibilities

• Engage clients to assess financial wellness needs and provide guidance.
• Open personal and business accounts and manage deposits and related products.
• Maintain compliance with risk, security and audit procedures.
• Support branch operations and assist with Teller transactions.
• Participate in morning huddles and end-of-day debriefs.

Skills

Client relationships

Sales proficiency

Communication skills

Digital platforms

Education

High School Diploma or GED

Bachelor's Degree

Tools

MS Windows

Microsoft Office

Job description

KeyBank is seeking a Personal Banker to engage clients in conversations, assess financial wellness needs, and guide them to suitable banking solutions. You will attract new clients and deepen relationships with existing clients, working with branch teammates to meet sales targets and service standards.

The role emphasizes a client-first, sales-driven approach, with required compliance, strong teamwork, and excellence in communication across in-person and phone interactions.