Financial Wellness Advisor - Personal Banking

KeyBank

Olympia (WA)

On-site

USD 29,000 - 43,000

Full time

5 days ago

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Job summary

KeyBank in Olympia, WA is seeking a Personal Banker to engage clients, uncover financial needs, and provide guidance to support clients’ financial wellness. You will cultivate relationships, open accounts, and collaborate with partners to expand client wealth and bank relationships.

The role emphasizes a client-first, sales-driven approach with in-person and proactive calling efforts. Strong teamwork, communication, and integrity are essential to help clients move forward in their financial

Qualifications

1+ years of developing current and new customer relationships and achieving sales goals.
Understanding of consumer credit including debt-to-income and credit reports.
Foundational knowledge of sales and service techniques with clients (tele-consulting, outside calling, networking).

Responsibilities

Embodies a strong client experience culture and drives client conversations.
Listen for financial wellness opportunities and provide tailored recommendations.
Open personal and business accounts and assist with teller transactions as needed.
Develop partnerships with branch teammates and business line partners to grow relationships.
Ensure compliance with policies and documentation of client interactions.