Financial Wellness Advisor - Client-First Banker

KeyCorp; Juneau (AK); On-site; USD 43,000 - 65,000; Full time

Job summary

KeyBank is looking for a Personal Banker in Juneau to engage clients, uncover financial needs, and provide guidance to improve financial wellness. You will work with branch teammates to attract new clients and deepen relationships with existing ones, while maintaining high service standards.

The role requires strong communication, a client-first mindset, and the ability to work with digital banking tools. ANotary license is preferred, and weekend hours may be involved in some schedules.

Qualifications

• High School Diploma, GED or equivalent business experience (required) or Bachelor’s Degree (preferred).
• Strong client service mindset with ability to uncover needs and provide guidance.

Responsibilities

• Engage clients in conversations to uncover financial wellness opportunities.
• Open and refer clients to appropriate products and services.
• Achieve activity, behavior, and sales goals.
• Collaborate with branch teammates to acquire and deepen client relationships.
• Maintain compliance with policies and maintain accurate documentation.

Skills

Client relationships

Sales focus

Communication

Teamwork

Time management

Digital platforms

Education

High School Diploma or GED

Tools

MS Windows & Office

Job description

KeyBank is looking for a Personal Banker in Juneau to engage clients, uncover financial needs, and provide guidance to improve financial wellness. You will work with branch teammates to attract new clients and deepen relationships with existing ones, while maintaining high service standards.

The role requires strong communication, a client-first mindset, and the ability to work with digital banking tools. ANotary license is preferred, and weekend hours may be involved in some schedules.