Financial Wellness Advisor & Relationship Builder

KeyBank; City of Hudson (NY); On-site; USD 29,000 - 43,000; Full time

Job summary

KeyBank is seeking a Personal Banker to serve clients at the Hudson branch. You will engage clients, uncover financial needs, and provide tailored guidance to support financial wellness in person and by phone.

The role emphasizes relationship-building, sales, and accurate documentation while upholding branch operations and compliance. The position requires a high school diploma (bachelor’s degree preferred) and at least 1 year in sales or client relationship roles.

Qualifications

• High school diploma or equivalent required; bachelor's degree preferred.
• Experience in developing customer relationships and achieving sales goals (minimum 1 year).
• Strong communication and digital literacy; ability to educate clients on digital platforms.

Responsibilities

• Engage clients to uncover needs and provide financial wellness guidance.
• Open personal and business accounts and deepen client relationships.
• Meet sales/activity goals and collaborate with branch teammates and partners.

Skills

Client service

Sales skills

Communication

Time management

Relationship building

Digital literacy

MS Office

Education

High School Diploma or equivalent

Bachelor's degree (preferred)

Tools

MS Windows

MS Office

Job description

KeyBank is seeking a Personal Banker to serve clients at the Hudson branch. You will engage clients, uncover financial needs, and provide tailored guidance to support financial wellness in person and by phone.

The role emphasizes relationship-building, sales, and accurate documentation while upholding branch operations and compliance. The position requires a high school diploma (bachelor’s degree preferred) and at least 1 year in sales or client relationship roles.