Financial Wellness Advisor & Client Growth Partner

KeyBank; Federal Way (WA); On-site; USD 42,000 - 64,000; Full time

Job summary

KeyBank Federal Way is seeking a Personal Banker to engage clients, uncover financial needs, and provide tailored guidance to support their financial wellness. You will attract new clients and deepen relationships with existing customers, collaborating with branch teammates to achieve sales goals.

The role emphasizes proactive conversations, excellent service, and adherence to policies while working in the Federal Way community. Strong communication and time-management skills are essential.

Qualifications

• High School Diploma or GED required; bachelor’s degree preferred.
• 1+ year experience in developing client relationships and sales.
• Knowledge of consumer credit concepts a plus.

Responsibilities

• Engage clients to uncover needs and provide financial wellness guidance.
• Build and deepen client relationships through proactive conversations and referrals.
• Maintain accurate records and ensure compliance with bank policies.

Skills

Relationship selling

Communication

Prospecting

Customer service

Time management

Education

High School Diploma or GED

Bachelor's degree (preferred)

Tools

MS Office

CRM systems

Digital banking platforms

Job description

KeyBank Federal Way is seeking a Personal Banker to engage clients, uncover financial needs, and provide tailored guidance to support their financial wellness. You will attract new clients and deepen relationships with existing customers, collaborating with branch teammates to achieve sales goals.

The role emphasizes proactive conversations, excellent service, and adherence to policies while working in the Federal Way community. Strong communication and time-management skills are essential.