Financial Wellness Advisor | Grow Client Relationships

KeyBank; Aurora (CO); On-site; USD 43,000 - 65,000; Full time

Job summary

KeyBank in Aurora, Colorado seeks a Personal Banker to advise clients, cultivate relationships, and drive financial wellness. You will engage clients in conversations to uncover needs, open accounts, and coordinate with partners to expand services.

The role requires a client-first mindset, strong sales and service skills, and ability to work collaboratively within the branch team. Major duties include meeting activity goals, providing tailored financial guidance, and maintaining compliance with

Qualifications

• Requires high school diploma or equivalent; bachelor's degree preferred.
• Minimum 1 year experience in developing customer relationships and meeting sales goals.
• Strong knowledge of consumer credit basics and ability to discuss financial needs with clients.

Responsibilities

• Engage clients in conversations to uncover needs and provide guidance.
• Open personal and small business accounts and related products.
• Develop partnerships with branch teammates and other business lines to deepen relationships.
• Ensure compliance with policies and document client interactions.

Skills

Client service

Sales goals

Communication

Digital literacy

Education

High School Diploma / GED or equivalent

Tools

MS Windows

MS Office (Word Excel)

Job description

KeyBank in Aurora, Colorado seeks a Personal Banker to advise clients, cultivate relationships, and drive financial wellness. You will engage clients in conversations to uncover needs, open accounts, and coordinate with partners to expand services.

The role requires a client-first mindset, strong sales and service skills, and ability to work collaboratively within the branch team. Major duties include meeting activity goals, providing tailored financial guidance, and maintaining compliance with