Financial Wellness Banking Advisor

KeyBank; Commerce City (CO); On-site; USD 42,000 - 56,000; Full time

Job summary

KeyBank in Commerce City, CO is seeking a Personal Banker to engage clients and provide guidance that supports their financial wellness. The role emphasizes a client-first, sales-driven mindset, with strong teamwork and communication as core strengths.

You will open accounts, uncover needs, and partner with specialists to deepen relationships while following bank policies and procedures.

A high school diploma or GED is required; a Bachelor’s degree is preferred; notary license is a plus.

Qualifications

• Customer relationship-building experience and ability to grow accounts.
• Sales-focused with commitment to financial wellness guidance.
• Clear communication with clients and teammates.
• Strong teamwork and collaboration in a branch setting.
• Comfort with digital tools and online banking platforms.

Responsibilities

• Engage clients in conversations to understand needs and offer solutions.
• Open and maintain accounts while ensuring compliance and documentation.
• Prospect new clients and strengthen relationships with existing clients.
• Collaborate with branch teams to drive client acquisition and service.
• Educate clients on digital banking capabilities and self-service tools.

Skills

Client relationship skills

Sales experience

Communication

Teamwork

Digital banking literacy

Education

High School Diploma/GED (required)

Bachelor's degree (preferred)

Tools

MS Windows

MS Office

CRM software

Job description

KeyBank in Commerce City, CO is seeking a Personal Banker to engage clients and provide guidance that supports their financial wellness. The role emphasizes a client-first, sales-driven mindset, with strong teamwork and communication as core strengths.

You will open accounts, uncover needs, and partner with specialists to deepen relationships while following bank policies and procedures.

A high school diploma or GED is required; a Bachelor’s degree is preferred; notary license is a plus.