Financial Wellness Advisor – Personal Banker

KeyBank; Three Tuns (PA); On-site; USD 28,474 - 43,050; Full time

Benefits offered by this job

Incentive compensation

Health benefits

Paid time off

Job summary

A regional bank is seeking a Personal Banker in Pennsylvania to guide clients towards financial wellness through effective sales techniques and strong relationship building. Responsibilities include opening accounts, strengthening client interactions, and ensuring compliance with banking regulations. Candidates are expected to have at least one year of customer relations experience and a high school diploma at minimum. This role offers a competitive salary range and potential incentives for performance.

Qualifications

• Minimum of 1 year experience in customer relationship development and sales.
• Understanding consumer credit and related metrics.
• Knowledge of sales and service techniques, including tele-consulting.

Responsibilities

• Engage clients for financial wellness needs during conversations.
• Develop new client relationships and deepen existing ones.
• Assist with branch operations and handle transactions.

Skills

Client relationship building

Sales

Communication skills

Financial wellness guidance

Time management

Education

High School Diploma or GED

Bachelor's Degree

Tools

Microsoft Office

Digital technology training resources

Job description

A regional bank is seeking a Personal Banker in Pennsylvania to guide clients towards financial wellness through effective sales techniques and strong relationship building. Responsibilities include opening accounts, strengthening client interactions, and ensuring compliance with banking regulations. Candidates are expected to have at least one year of customer relations experience and a high school diploma at minimum. This role offers a competitive salary range and potential incentives for performance.