Financial Wellness Advisor - Personal Banking

KeyBank; Freeport (CA); On-site; USD 42,000 - 56,000; Full time

Job summary

KeyBank is seeking a personable Personal Banker to join our Natrona Heights, PA branch. You will engage clients, uncover needs, and provide guidance to support their financial wellness in person and by phone.

As part of the branch team, you’ll help attract new clients and deepen relationships based on individual financial goals. This role emphasizes relationship-building, sales activity, and collaboration with partners across investment services, mortgage, and business banking, while ensuring

Qualifications

• Minimum of 1 year experience in developing customer relationships and sales.
• Understanding of consumer credit and credit reports is desirable.
• Knowledge of sales and service techniques with clients.

Responsibilities

• Engage clients to uncover needs and provide financial wellness guidance.
• Meet activity and sales goals.
• Support branch operations including teller duties as needed.
• Collaborate with partners across Key Investment Services, Mortgage and Business Banking.
• Ensure compliance and proper documentation of client interactions.

Skills

Relationship building

Sales ability

Customer service

Digital literacy

Education

High School Diploma or GED

Bachelor's Degree (preferred)

Tools

MS Windows & Office

Digital banking platforms

Job description

KeyBank is seeking a personable Personal Banker to join our Natrona Heights, PA branch. You will engage clients, uncover needs, and provide guidance to support their financial wellness in person and by phone.

As part of the branch team, you’ll help attract new clients and deepen relationships based on individual financial goals. This role emphasizes relationship-building, sales activity, and collaboration with partners across investment services, mortgage, and business banking, while ensuring