Financial Wellness Advisor - Personal Banking & Growth

KeyBank; Springdale (OH); On-site; USD 23,000 - 35,000; Full time

Job summary

KeyBank is seeking a Personal Banker who will engage clients, uncover financial needs, and offer guidance to improve their financial wellness. The role emphasizes building relationships, achieving sales goals, and working within a team to serve customers across branch locations.

The position requires a high school diploma (or GED) with preferred bachelor’s degree, and includes responsibilities like opening accounts, advising on products, and maintaining compliance.

Qualifications

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

Responsibilities

• Embodies a strong client experience culture with every client interaction.
• Listen for wellness opportunities and provide customized financial wellness recommendations.
• Consistently meets activity and outcome goals as a branch team member.
• Open personal and business accounts and assist with banking products.
• Develop partnerships with branch teammates and other lines of business.
• Ensure compliance with policies and proper documentation of client interactions.
• Support branch operations and assist with Teller transactions as needed.
• Participate in morning huddles and end-of-day debriefs.
• Work Saturdays as directed by management.

Skills

Client focus

Sales & referrals

Relationship building

Communication

Cash handling

Education

High School Diploma/GED

Bachelor's degree (preferred)

Job description

KeyBank is seeking a Personal Banker who will engage clients, uncover financial needs, and offer guidance to improve their financial wellness. The role emphasizes building relationships, achieving sales goals, and working within a team to serve customers across branch locations.

The position requires a high school diploma (or GED) with preferred bachelor’s degree, and includes responsibilities like opening accounts, advising on products, and maintaining compliance.