Financial Wellness Advisor & Relationship Builder

KeyBank; City of Troy (NY); On-site; USD 28,474 - 43,050; Full time

Benefits offered by this job

Competitive salary

Incentive compensation

Comprehensive benefits package

Job summary

A regional financial institution seeks a motivated Personal Banker in Troy, NY, to foster client relationships and enhance their financial wellness. This role requires strong sales abilities, effective communication, and teamwork. The ideal candidate will have experience in customer service and understanding consumer credit. Offering competitive wages and benefits, this position emphasizes client satisfaction and operational efficiency in a dynamic banking environment.

Qualifications

• Minimum 1 year of experience in developing customer relationships and achieving sales goals.
• Understanding of consumer credit, including loan to value and credit reports.
• Comfortable interacting with small business clients and asking fact-finding questions.

Responsibilities

• Engage clients through conversations to uncover financial needs and provide solutions.
• Open personal and business accounts and support branch operations.
• Ensure compliance with banking policies and procedures.

Skills

Excellent time management skills

Strong verbal communication

Client relationship building

Ability to evaluate financial information

Strong work ethic

Education

High School Diploma or GED

Bachelor's Degree

Tools

MS Office Products (Word, Excel)

Digital technology (mobile, apps)

Job description

A regional financial institution seeks a motivated Personal Banker in Troy, NY, to foster client relationships and enhance their financial wellness. This role requires strong sales abilities, effective communication, and teamwork. The ideal candidate will have experience in customer service and understanding consumer credit. Offering competitive wages and benefits, this position emphasizes client satisfaction and operational efficiency in a dynamic banking environment.