Financial Wellness Advisor | Personal Banker

KeyBank; South Burlington (VT); On-site; USD 29,000 - 43,000; Full time

Job summary

KeyCorp in South Burlington, Vermont is seeking a Personal Banker to engage clients in conversations, uncover needs, and provide guidance to support financial wellness both in person and via proactive calls. The role focuses on opening accounts, building relationships, collaborating with branch teammates and partners, and ensuring compliance.

It requires strong communication, time management, and a client-first mindset, with occasional Saturday work and a base hourly pay range.

Qualifications

• 1+ years experience developing relationships and meeting sales goals.
• Knowledge of consumer credit concepts and credit reports.
• Ability to open personal and business accounts and cross-sell.
• Strong collaboration with branch teammates and partners.
• Proficient with Windows and Office; comfortable with digital banking tools.

Responsibilities

• Engage clients in conversations to uncover needs and provide financial guidance.
• Open and manage client accounts and deposits.
• Prospect new clients and deepen relationships with existing clients.
• Maintain compliance with policies and risk procedures.
• Support branch operations and participate in morning huddles as directed.

Skills

Sales

Relationship Building

Communication

Financial Wellness

Digital literacy

Education

High School Diploma

Bachelor's degree preferred

Job description

KeyCorp in South Burlington, Vermont is seeking a Personal Banker to engage clients in conversations, uncover needs, and provide guidance to support financial wellness both in person and via proactive calls. The role focuses on opening accounts, building relationships, collaborating with branch teammates and partners, and ensuring compliance.

It requires strong communication, time management, and a client-first mindset, with occasional Saturday work and a base hourly pay range.