Financial Wellness Advisor - Personal Banking

KeyCorp; Burlington (WA); On-site; USD 29,000 - 43,000; Full time

Job summary

KeyBank is recruiting a Personal Banker in Burlington, WA to engage clients, uncover financial needs, and provide guidance toward financial wellness. You will drive client acquisition, deepen existing relationships, and collaborate with branch teammates to deliver tailored banking solutions.

The role emphasizes a client-first mindset, strong communication, and the ability to work in a sales-driven environment while maintaining high ethical standards.

Qualifications

• 1+ years' experience building current and new customer relationships and meeting sales goals.
• Strong ability to develop referrals and expand client base.
• Knowledge of consumer credit concepts and banking products.
• Comfort with digital platforms and educating clients on Key digital capabilities.

Responsibilities

• Provide client-centric banking guidance and solutions to meet financial wellness goals.
• Open personal and business accounts and support deposit products.
• Develop partnerships with branch teammates and cross-sell with related partners.
• Ensure compliance with policies and accurate documentation of interactions.
• Participate in in-person morning huddles and end-of-day debriefs.

Skills

Client relationships

Sales & referrals

Financial wellness guidance

Digital banking literacy

Cash handling

Education

Bachelor's degree preferred

High school diploma or GED required

Job description

KeyBank is recruiting a Personal Banker in Burlington, WA to engage clients, uncover financial needs, and provide guidance toward financial wellness. You will drive client acquisition, deepen existing relationships, and collaborate with branch teammates to deliver tailored banking solutions.

The role emphasizes a client-first mindset, strong communication, and the ability to work in a sales-driven environment while maintaining high ethical standards.