Financial Wellness Advisor - Personal Banking

KeyBank; Bethlehem Center (NY); On-site; USD 28,000 - 43,000; Full time

Job summary

KeyBank in Glenmont, NY seeks a Personal Banker to engage clients, understand their financial wellness needs, and offer tailored solutions. You will work with existing clients to deepen relationships and attract new business, while providing exceptional service.

The role emphasizes a client-first mindset, strong teamwork, and proactive outreach. A high school diploma or GED is required, with a preferred bachelor's degree and Notary license.

Qualifications

• Minimum of 1 year of experience in developing current and new customer relationships, achieving sales goals, and building referral sources.
• Experience with sales is more important than financial services experience.
• Notary License (preferred) is a plus.

Responsibilities

• Attend to client conversations and identify financial wellness opportunities.
• Open and manage personal and small business accounts and deposits.
• Develop partnerships with branch teammates and other business lines to grow client relationships.
• Ensure compliance with policies and procedures and document client interactions.
• Support branch operations and handle teller transactions as needed.

Skills

Sales experience

Relationship building

Communication skills

Digital literacy

Education

High School Diploma or GED

Bachelor's Degree preferred

Notary License (preferred)

Tools

MS Windows

MS Office (Word Excel)

Digital platforms

Job description

KeyBank in Glenmont, NY seeks a Personal Banker to engage clients, understand their financial wellness needs, and offer tailored solutions. You will work with existing clients to deepen relationships and attract new business, while providing exceptional service.

The role emphasizes a client-first mindset, strong teamwork, and proactive outreach. A high school diploma or GED is required, with a preferred bachelor's degree and Notary license.