Financial Wellness Advisor — Personal Banking

KeyCorp; Indianapolis (IN); On-site; USD 59,311,000 - 89,544,000; Full time

Job summary

KeyCorp's KeyBank in Indianapolis is seeking a Personal Banker to engage clients, uncover needs, and provide guidance to support their financial wellness both in person and by phone. The role focuses on attracting new clients, deepening relationships, and delivering a high level of service in a branch setting.

You will collaborate with teammates and business partners, support branch operations, and participate in morning huddles.

Qualifications

• Experience in developing current and new customer relationships and achieving sales goals.
• Ability to generate referrals and leverage centers of influence.
• Comfortable with tele-consulting and outside calling.
• Strong understanding of consumer credit and financial wellness guidance.

Responsibilities

• Open personal and business accounts and cross-sell products.
• Develop partnerships with branch teammates and business partners.
• Prospect for new clients and deepen existing relationships.
• Ensure compliance with policies and risk controls.

Skills

Client conversations

Sales goals achievement

Relationship building

Communication skills

Education

High School Diploma or GED

Bachelor's Degree (preferred)

Tools

MS Windows

MS Office (Word/Excel)

Digital platforms

Job description

KeyCorp's KeyBank in Indianapolis is seeking a Personal Banker to engage clients, uncover needs, and provide guidance to support their financial wellness both in person and by phone. The role focuses on attracting new clients, deepening relationships, and delivering a high level of service in a branch setting.

You will collaborate with teammates and business partners, support branch operations, and participate in morning huddles.