Financial Wellness Advisor (Personal Banking)

KeyBank; Michigan; In loco; USD 28.000 - 43.000; Tempo pieno

Descrizione del lavoro

KeyBank in Dundee, MI is seeking a results-driven Personal Banker to engage clients, uncover financial wellness opportunities, and guide individuals and small businesses toward sound financial choices. You will open accounts, build relationships, and collaborate with branch teammates to meet sales and service goals while upholding risk and compliance standards in a fast-paced retail banking environment.

This role requires strong communication, integrity, and the ability to educate clients on

Competenze

• High school diploma or GED; bachelor’s degree preferred in some roles.
• Experience in meeting sales goals and building client relationships.
• Proven ability to communicate clearly and educate clients on banking products.

Mansioni

• Open personal and small business accounts and explain deposit products.
• Develop relationships with clients and partners to expand banking relationships.
• Ensure compliance with policies and risk controls in daily activities.
• Provide timely and accurate client service on teller transactions as needed.

Conoscenze

Sales goals

Client relationships

Communication

Digital literacy

Cash handling

Formazione

High School Diploma, GED or equivalent

Bachelor's Degree

Strumenti

MS Office

Descrizione del lavoro

KeyBank in Dundee, MI is seeking a results-driven Personal Banker to engage clients, uncover financial wellness opportunities, and guide individuals and small businesses toward sound financial choices. You will open accounts, build relationships, and collaborate with branch teammates to meet sales and service goals while upholding risk and compliance standards in a fast-paced retail banking environment.

This role requires strong communication, integrity, and the ability to educate clients on