Financial Wellness Advisor (Personal Banking)

KeyBank; Town of Amherst (NY); Vor Ort; USD 29.000 - 43.000; Vollzeit

Zusammenfassung

KeyBank is seeking a Personal Banker to engage clients, uncover financial needs, and guide them through suitable banking solutions. You will open accounts, promote products, and support branch operations, while maintaining compliance and delivering excellent client service in a fast-paced environment.

Ideal candidates have 1+ year of sales-oriented relationship experience, strong communication, and comfort with digital banking tools.

Qualifikationen

• High school diploma or GED required; bachelor’s preferred.
• Experience in developing customer relationships and meeting sales goals (1+ year).
• Knowledge of credit basics and ability to discuss financial options with clients.

Aufgaben

• Engage clients in conversations to uncover financial needs.
• Open personal and business accounts and promote banking products.
• Maintain compliance with policies and document client interactions.
• Support branch operations and assist with Teller transactions when needed.
• Collaborate with partners to deepen client relationships.

Kenntnisse

Relationship building

Sales driven

Financial guidance

MS Office proficiency

Digital banking literacy

Communication skills

Attention to detail

Ausbildung

High School Diploma / GED

Bachelor’s Degree (preferred)

Tools

MS Word

MS Excel

Jobbeschreibung

KeyBank is seeking a Personal Banker to engage clients, uncover financial needs, and guide them through suitable banking solutions. You will open accounts, promote products, and support branch operations, while maintaining compliance and delivering excellent client service in a fast-paced environment.

Ideal candidates have 1+ year of sales-oriented relationship experience, strong communication, and comfort with digital banking tools.