Financial Wellness Advisor — Personal Banker

KeyBank; Burlington (VT); Hybrid; USD 29,000 - 43,000; Full time

Job summary

KeyBank in South Burlington, VT is seeking a Personal Banker to engage clients, uncover financial needs, and provide tailored solutions. You will attract new clients, deepen existing relationships, and support branch operations while meeting sales and service goals.

Strong communication and integrity are essential to deliver trusted financial guidance. The role requires a high school diploma or equivalent, with a bachelor’s degree preferred, and familiarity with digital platforms and MS Office.

Qualifications

• High School Diploma or GED or equivalent business experience required.
• Bachelor's degree preferred.
• Experience in developing new customer relationships and sales goals.

Responsibilities

• Open personal and business accounts and develop client relationships.
• Attend to client inquiries and provide financial wellness guidance.
• Collaborate with branch teammates and partners to grow relationships.
• Support branch operations and participate in morning huddles.

Skills

Client relationship building

Sales and referrals

Communication skills

Digital platforms education

Education

High School Diploma or GED

Bachelor's degree (preferred)

Tools

MS Office

PC proficiency

Job description

KeyBank in South Burlington, VT is seeking a Personal Banker to engage clients, uncover financial needs, and provide tailored solutions. You will attract new clients, deepen existing relationships, and support branch operations while meeting sales and service goals.

Strong communication and integrity are essential to deliver trusted financial guidance. The role requires a high school diploma or equivalent, with a bachelor’s degree preferred, and familiarity with digital platforms and MS Office.