Financial Wellness Advisor, Personal Banking

KeyCorp; Village of Albion (NY); On-site; USD 29,000 - 44,000; Full time

Job summary

KeyBank in Albion, NY is seeking a Personal Banker to engage clients, uncover needs, and provide guidance to support their financial wellness both in person and by phone.

You will open personal and business accounts, deepen relationships, and collaborate with branch teammates while ensuring compliance and accurate documentation. The role may include Saturday shifts and occasional teller support.

Qualifications

• Minimum 1 year of experience developing client relationships and achieving sales goals.
• Strong communication and interpersonal skills with a client-first approach.
• Familiarity with consumer banking products and digital platforms.

Responsibilities

• Open personal and business accounts and advise on products.
• Develop and deepen client relationships to meet financial goals.
• Ensure compliance with policies and complete accurate documentation.
• Support branch operations and assist with teller transactions.
• Participate in morning huddles and weekend shifts as needed.

Skills

Sales skills

Communication

Relationship building

Customer service

Digital banking

Education

High School Diploma, GED or equivalent

Bachelor's Degree (preferred)

Notary License (preferred)

Tools

MS Windows

MS Office (Word, Excel)

Job description

KeyBank in Albion, NY is seeking a Personal Banker to engage clients, uncover needs, and provide guidance to support their financial wellness both in person and by phone.

You will open personal and business accounts, deepen relationships, and collaborate with branch teammates while ensuring compliance and accurate documentation. The role may include Saturday shifts and occasional teller support.