Financial Wellness Advisor — Grow Client Relationships

KeyBank; Cincinnati (AR); On-site; USD 29,000 - 43,000; Full time

Job summary

KeyBank is seeking a Personal Banker in Cincinnati, OH. The role focuses on building client relationships, uncovering financial needs, and guiding clients toward suitable banking solutions.

You will engage with customers in person and via proactive calls to support financial wellness. Responsibilities include opening accounts, developing partnerships with teammates and centers of influence, and ensuring compliance with policy and risk controls.

Qualifications

• Experience building client relationships and achieving sales goals.
• Comfort with financial products and services.

Responsibilities

• Engage clients to uncover financial needs and provide guidance.
• Open personal and business accounts and deepen relationships.
• Partner with branch team to attract and retain clients.

Skills

Relationship building

Sales

Banking products

Communication

Cash handling

Education

High School Diploma

GED

Bachelor's Degree (preferred)

Tools

MS Office

Job description

KeyBank is seeking a Personal Banker in Cincinnati, OH. The role focuses on building client relationships, uncovering financial needs, and guiding clients toward suitable banking solutions.

You will engage with customers in person and via proactive calls to support financial wellness. Responsibilities include opening accounts, developing partnerships with teammates and centers of influence, and ensuring compliance with policy and risk controls.