Financial Wellness Advisor & Relationship Builder

KeyCorp; Three Tuns (PA); On-site; USD 29,000 - 43,000; Full time

Benefits offered by this job

Notary License (preferred)

Job summary

KeyCorp is seeking a Personal Banker to engage clients in conversations, uncover financial wellness needs, and offer tailored guidance. You will cultivate new relationships and deepen existing ones, balancing sales goals with exceptional service.

This role emphasizes client-first banking, ethical conduct, and collaboration with branch teams to deliver comprehensive solutions. Responsibilities include opening accounts, promoting products, and partnering with specialists while maintaining

Qualifications

• 1+ year of experience in developing customer relationships and achieving sales goals.
• Strong communication and relationship-building skills.
• Knowledge of consumer credit concepts and financial products.

Responsibilities

• Open personal and business accounts and advise on products.
• Develop partnerships with branch teammates and business partners.
• Ensure compliance with policies and documentation of interactions.
• Assist with teller transactions and participate in morning huddles.
• Saturdays work as directed by management.

Skills

Client relationships

Sales ability

Communication

Financial wellness guidance

Digital banking education

Education

High School Diploma or Bachelor's

Job description

KeyCorp is seeking a Personal Banker to engage clients in conversations, uncover financial wellness needs, and offer tailored guidance. You will cultivate new relationships and deepen existing ones, balancing sales goals with exceptional service.

This role emphasizes client-first banking, ethical conduct, and collaboration with branch teams to deliver comprehensive solutions. Responsibilities include opening accounts, promoting products, and partnering with specialists while maintaining