Financial Wellness Advisor & Personal Banking Partner

KeyBank; Longview (WA); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Notary License (preferred)

Job summary

KeyBank's Longview branch is seeking a Personal Banker to engage clients and build relationships that support financial wellness. You will open personal and small business accounts, provide tailored guidance, and collaborate with teammates to meet sales goals while delivering exceptional service in person and over the phone.

The role emphasizes trust, proactive outreach, and consistent adherence to risk and compliance standards. Evening and Saturday shifts may apply to meet customer needs.

Qualifications

• 1+ years experience developing customer relationships and meeting sales goals.
• Understanding of consumer credit including loan-to-value and debt-to-income.
• Proficient in sales and service techniques with clients.
• Strong knowledge of PCs and MS Office; comfortable with digital platforms.

Responsibilities

• Provide tailored financial wellness recommendations to clients.
• Open personal and business accounts and cross-sell products.
• Attain activity and outcome goals consistently.
• Collaborate with branch teammates and partners to deepen relationships.
• Ensure compliance with policies and procedures.

Job description

KeyBank's Longview branch is seeking a Personal Banker to engage clients and build relationships that support financial wellness. You will open personal and small business accounts, provide tailored guidance, and collaborate with teammates to meet sales goals while delivering exceptional service in person and over the phone.

The role emphasizes trust, proactive outreach, and consistent adherence to risk and compliance standards. Evening and Saturday shifts may apply to meet customer needs.