Financial Wellness Advisor | Relationship Builder

KeyBank; Saline (MI); On-site; USD 59,327,721 - 89,268,480; Full time

Job summary

KeyBank in Saline, Michigan is seeking a Personal Banker who acts as a trusted advisor to individuals and small businesses. You will engage clients in meaningful conversations to uncover needs and provide guidance to support financial wellness, both in person and by proactive calling, while building lasting relationships in the branch team.

You will open accounts, promote products, and coordinate with partners to meet clients' goals.

Qualifications

• 2+ years in customer relations or sales with a focus on banking preferred.
• Knowledge of consumer credit concepts and financial products.
• Ability to work with partners and influence others to serve clients.

Responsibilities

• Engage clients in conversations to uncover financial wellness opportunities.
• Open personal and small business accounts and promote products.
• Build strong partnerships with branch teammates and business partners.
• Ensure compliance with policies and accurate documentation of interactions.
• Support branch operations and participate in morning huddles and follow schedules.

Skills

Relationship building

Customer service

Communication

Sales orientation

Digital literacy

Education

High School Diploma, GED or equivalent

Bachelor's Degree (preferred)

Tools

MS Windows

MS Office

Job description

KeyBank in Saline, Michigan is seeking a Personal Banker who acts as a trusted advisor to individuals and small businesses. You will engage clients in meaningful conversations to uncover needs and provide guidance to support financial wellness, both in person and by proactive calling, while building lasting relationships in the branch team.

You will open accounts, promote products, and coordinate with partners to meet clients' goals.