Financial Wellness Advisor & Relationship Builder

KeyBank; Canton (OH); On-site; USD 29,000 - 43,000; Full time

Job summary

KeyBank, located in Canton, Ohio, seeks a Personal Banker to engage clients, uncover financial needs, and provide tailored guidance for wellness. The role emphasizes relationship-building, proactive calling, and a strong client-first approach within a branch team.

The Personal Banker will open accounts, expand existing client relationships, and collaborate with partners to meet sales and service goals while maintaining compliance and a high standard of client service.

Qualifications

• Minimum 1 year of experience developing current and new customer relationships and achieving sales goals.
• Strong sales orientation with the ability to spark conversations and build referrals.
• Knowledge of consumer credit concepts and financial products preferred.

Responsibilities

• Engage clients to identify financial wellness opportunities and provide tailored guidance.
• Open personal and business accounts and cross-sell deposit products and lending options.
• Develop partnerships with branch teammates and business partners to grow client relationships.
• Ensure compliance with policies and maintain accurate documentation of client interactions.

Skills

Client relationship building

Sales ability

Financial services knowledge

Communication skills

Education

High School Diploma or GED

Bachelor's Degree (preferred)

Tools

MS Office

Job description

KeyBank, located in Canton, Ohio, seeks a Personal Banker to engage clients, uncover financial needs, and provide tailored guidance for wellness. The role emphasizes relationship-building, proactive calling, and a strong client-first approach within a branch team.

The Personal Banker will open accounts, expand existing client relationships, and collaborate with partners to meet sales and service goals while maintaining compliance and a high standard of client service.