Financial Wellness Advisor — Personal Banking

KeyCorp; Hartville (OH); On-site; USD 43,000 - 65,000; Full time

Job summary

KeyBank is seeking a Personal Banker to engage clients in meaningful conversations, assess financial wellness needs, and provide tailored guidance at the Hartville branch. You will attract new clients and deepen relationships with existing clients while meeting branch goals and maintaining compliance with policies and risk controls.

The role requires strong communication, teamwork, and a client-first mindset.

Qualifications

• Requires high school diploma or equivalent; business experience acceptable.
• Bachelor's degree preferred.
• Notary license preferred.

Responsibilities

• Open personal and business accounts (consumer checking, small business, deposit products, etc).
• Develop partnerships with branch teammates and business partners to expand client relationships.
• Ensure compliance with procedures and documentation of client interactions.

Skills

Client relationships

Sales skills

Communication

Time management

Education

High School Diploma / GED or equivalent

Bachelor's Degree (preferred)

Notary License (preferred)

Tools

MS Office

Digital platforms

Job description

KeyBank is seeking a Personal Banker to engage clients in meaningful conversations, assess financial wellness needs, and provide tailored guidance at the Hartville branch. You will attract new clients and deepen relationships with existing clients while meeting branch goals and maintaining compliance with policies and risk controls.

The role requires strong communication, teamwork, and a client-first mindset.