Financial Wellness Advisor – Relationship Banker

KeyBank; Draper (UT); On-site; USD 28,000 - 43,000; Full time

Job summary

KeyBank in Draper, Utah is seeking a proactive Personal Banker who will engage clients in meaningful conversations, uncover needs, and deliver tailored financial solutions both in person and by phone. You will help clients move toward their financial wellness while supporting the branch with everyday banking services and proactive outreach.

The role requires strong communication, sales focus, and a collaborative mindset to work with branch teammates and partner teams across investments and

Qualifications

• Minimum 1 year of experience developing client relationships and meeting sales goals.
• Understanding of consumer credit and credit reports.
• Experience with prospecting, tele-consulting, and networking.
• Ability to work with small business clients and build referrals.
• Experience collaborating with partners such as Investment Services and Mortgage teams.
• Proficiency with MS Windows and digital banking platforms.

Responsibilities

• Cultivate client relationships and identify financial wellness opportunities.
• Open accounts and manage deposits and lending products.
• Meet activity and sales goals; drive client acquisition and referrals.
• Partner with branch teammates and business lines to deepen relationships.
• Ensure compliance and document client interactions.
• Support branch operations and assist with teller transactions.
• Participate in morning huddles and end-of-day debriefs.
• Work Saturdays as directed by management.

Skills

Client relationships

Sales skills

Communication

Digital banking

Cash handling

Teamwork

Education

High School Diploma or GED

Bachelor's Degree (preferred)

Tools

MS Office

CRM systems

Job description

KeyBank in Draper, Utah is seeking a proactive Personal Banker who will engage clients in meaningful conversations, uncover needs, and deliver tailored financial solutions both in person and by phone. You will help clients move toward their financial wellness while supporting the branch with everyday banking services and proactive outreach.

The role requires strong communication, sales focus, and a collaborative mindset to work with branch teammates and partner teams across investments and