Financial Wellness Advisor - Personal Banking

KeyCorp; Lakewood (OH); On-site; USD 28,000 - 43,000; Full time

Job summary

KeyCorp's KeyBank branch in Lakewood, OH is seeking a Personal Banker to engage clients, uncover financial wellness needs, and guide solutions both in person and by phone. You will work to attract new clients and deepen relationships with existing customers, helping them achieve their financial goals in a fast-paced, sales-driven environment.

The role emphasizes client-first service, strong teamwork, and accurate documentation while complying with risk and policy standards.

Qualifications

• High School Diploma or GED required or equivalent business experience.
• Bachelor's Degree preferred.

Responsibilities

• Opening personal and business accounts (consumer checking, small business, various deposit products, home equity, unsecured lending, certificates of deposit, etc.).
• Developing strong partnerships with branch teammates and line of business partners to acquire and deepen client relationships.
• Ensuring compliance with operational, risk, security and audit procedures and documenting client interactions.

Education

High School Diploma or GED

Bachelor's Degree

Job description

KeyCorp's KeyBank branch in Lakewood, OH is seeking a Personal Banker to engage clients, uncover financial wellness needs, and guide solutions both in person and by phone. You will work to attract new clients and deepen relationships with existing customers, helping them achieve their financial goals in a fast-paced, sales-driven environment.

The role emphasizes client-first service, strong teamwork, and accurate documentation while complying with risk and policy standards.