Financial Wellness Advisor | Personal Banker

KeyCorp; Youngstown (OH); In loco; USD 59.237.000 - 89.544.000; Tempo pieno

Descrizione del lavoro

KeyCorp in Youngstown, OH is seeking a Personal Banker to engage clients in conversations, uncover needs, and offer guidance to improve financial wellness in person and by phone. As part of the branch team, you will attract new clients and deepen relationships with existing ones, delivering tailored banking solutions while upholding ethical standards and excellent service.

The role requires at least 1 year of sales-focused customer relationship experience, strong communication, and comfort with

Competenze

• Minimum of 1 year experience in developing current and new customer relationships, achieving sales goals, and building referral sources.
• Ability to spark conversations and generate quality appointments with clients.
• Understanding of consumer credit, loans, and basic banking products.

Mansioni

• Embodies a strong client experience culture with each client and team member.
• Listen for wellness opportunities and provide tailored financial guidance.
• Open personal and business accounts and expand client relationships.
• Ensure compliance with policies and documentation of client interactions.
• Support branch operations and assist with Teller transactions as needed.

Conoscenze

Client relationships

Sales skills

Communication

Time management

Integrity

Financial wellness knowledge

Formazione

High School Diploma / GED

Bachelor's Degree

Strumenti

MS Windows

MS Office (Word, Excel)

Descrizione del lavoro

KeyCorp in Youngstown, OH is seeking a Personal Banker to engage clients in conversations, uncover needs, and offer guidance to improve financial wellness in person and by phone. As part of the branch team, you will attract new clients and deepen relationships with existing ones, delivering tailored banking solutions while upholding ethical standards and excellent service.

The role requires at least 1 year of sales-focused customer relationship experience, strong communication, and comfort with