Financial Wellness Advisor (Personal Banking)

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

Job summary

KeyBank in Longview, Washington is seeking a Personal Banker to engage clients in deeper conversations, uncover needs, and guide financial wellness both in person and via proactive calling. You will help attract new clients and expand relationships on the branch team.

The role requires a customer-focused, sales-driven mindset, strong communication, and the ability to partner with colleagues to deliver tailored solutions.

Qualifications

• Proven ability to develop and deepen client relationships and meet sales goals.
• Comfortable with in-person and phone-based client conversations.
• Experience with prospecting, networking, and referral generation.

Responsibilities

• Open personal and business accounts and manage deposits and loans.
• Acquire new clients and deepen existing relationships.
• Provide financial wellness recommendations and guidance.
• Coordinate with branch teammates and partners to meet goals.
• Ensure compliance with policies and risk procedures.

Skills

Sales

Communication

Relationship building

Client service

Notary license

Education

High School Diploma or GED

Bachelor's Degree (preferred)

Tools

MS Office

Digital platforms

Job description

KeyBank in Longview, Washington is seeking a Personal Banker to engage clients in deeper conversations, uncover needs, and guide financial wellness both in person and via proactive calling. You will help attract new clients and expand relationships on the branch team.

The role requires a customer-focused, sales-driven mindset, strong communication, and the ability to partner with colleagues to deliver tailored solutions.