Financial Wellness Advisor & Relationship Builder

KeyBank; Milwaukie (OR); On-site; USD 28,000 - 43,000; Full time

Job summary

KeyBank is seeking a Personal Banker to engage clients, uncover needs, and deliver guidance to support financial wellness in personally and professionally meaningful ways.

As part of the branch team, you will attract new clients and deepen relationships with existing clients by offering banking solutions, while maintaining strong compliance and teamwork in a client-first, sales-driven environment.

Qualifications

• Minimum 1 year of sales and relationship-building experience.
• Ability to uncover client needs and present appropriate banking solutions.
• Strong communication and interpersonal skills for in-branch and phone conversations.

Responsibilities

• Open personal and business accounts and assist with other deposit products.
• Develop partnerships with branch teammates and business partners to acquire and deepen client relationships.
• Ensure compliance with operational and audit procedures and document client interactions.
• Support branch operations including teller-related tasks as needed.

Skills

Sales

Customer relations

Account opening

Cross-selling

Financial wellness

Education

High School Diploma or GED

Bachelor's Degree (preferred)

Tools

MS Office

Job description

KeyBank is seeking a Personal Banker to engage clients, uncover needs, and deliver guidance to support financial wellness in personally and professionally meaningful ways.

As part of the branch team, you will attract new clients and deepen relationships with existing clients by offering banking solutions, while maintaining strong compliance and teamwork in a client-first, sales-driven environment.