Financial Wellness Advisor & Relationship Builder

KeyBank; Yarmouth (ME); On-site; USD 42,000 - 64,000; Full time

Job summary

KeyBank in Maine is seeking a Personal Banker to engage clients and lead conversations that uncover financial needs. You will partner with the branch team to attract new clients and deepen relationships, guiding clients toward solutions that support their financial wellness both in person and via proactive calls.

The role emphasizes a client-first, sales-driven mindset, teamwork, clear communication, and strong integrity in every client interaction; weekend shifts may be required as directed.

Qualifications

• Education requirements include high school diploma or GED; a bachelor's degree is preferred.

Responsibilities

• Engages clients to uncover needs and provide financial guidance.
• Develops relationships with clients to expand banking plans and referrals.
• Maintains compliance with policies and documents client interactions.

Education

High School Diploma, GED or equivalent business experience; Bachelor's Degree preferred

Job description

KeyBank in Maine is seeking a Personal Banker to engage clients and lead conversations that uncover financial needs. You will partner with the branch team to attract new clients and deepen relationships, guiding clients toward solutions that support their financial wellness both in person and via proactive calls.

The role emphasizes a client-first, sales-driven mindset, teamwork, clear communication, and strong integrity in every client interaction; weekend shifts may be required as directed.