Financial Wellness Advisor (Personal Banker)

KeyBank; Springdale (OH); On-site; USD 29,000 - 43,000; Full time

Job summary

KeyBank is seeking a Personal Banker in Springdale, OH, to engage clients, uncover financial needs, and provide guidance for their financial wellness. You will work as part of the branch team to attract new clients and deepen relationships, while maintaining strong service and compliance standards.

Ideal candidates have 1+ years in client relationship development, familiarity with consumer credit, and the ability to leverage digital tools to educate clients about KeyBank’s products and services.

Qualifications

• 1+ years experience developing current and new customer relationships.
• Experience with sales is important; ability to spark conversations.
• Understanding of consumer credit concepts (credit reports, debt-to-income, loan-to-value).
• Knowledge of banking products and ability to cross-sell is helpful.

Responsibilities

• Engage clients in conversations to uncover needs and provide guidance.
• Open personal and business accounts and deepen relationships.
• Meet activity and sales goals, and collaborate with branch teammates.
• Ensure compliance with policies and documentation of interactions.
• Support branch operations and assist with Teller transactions.

Skills

Client relationships

Sales

Communication

Time management

Integrity

Treat clients with respect

Problem solving

Attention to detail

Education

High School Diploma / GED

Bachelor's Degree (preferred)

Tools

MS Windows

MS Office (Word, Excel)

Digital platforms (mobile, apps, web)

Job description

KeyBank is seeking a Personal Banker in Springdale, OH, to engage clients, uncover financial needs, and provide guidance for their financial wellness. You will work as part of the branch team to attract new clients and deepen relationships, while maintaining strong service and compliance standards.

Ideal candidates have 1+ years in client relationship development, familiarity with consumer credit, and the ability to leverage digital tools to educate clients about KeyBank’s products and services.