Financial Wellness & Banking Advisor

KeyBank; South Burlington (VT); On-site; USD 29,000 - 43,000; Full time

Job summary

KeyBank in South Burlington, VT is seeking a Personal Banker to engage clients, uncover financial wellness opportunities, and guide them to appropriate bank solutions. You will build relationships with individuals and small businesses while supporting branch operations and compliance.

The role requires strong communication, sales discipline, and the ability to work as part of a collaborative team. Some weekend work and a customer-first mindset are important for success.

Qualifications

• Requires High School Diploma or GED or equivalent business experience.
• Bachelor's Degree preferred.
• Strong sales and client relationship skills are essential.

Responsibilities

• Engage clients to assess financial wellness needs and provide guidance.
• Open personal and business accounts and cross-sell banking products.
• Maintain compliance with policies and document client interactions.
• Collaborate with branch team and partners to expand relationships.
• Support teller transactions and participate in daily huddles and shifts.

Skills

Client relationship building

Sales and referrals

Communication

Time management

Financial knowledge

Education

High School Diploma or GED

Bachelor's Degree

Tools

MS Windows

Microsoft Excel

Microsoft Word

Digital platforms

Job description

KeyBank in South Burlington, VT is seeking a Personal Banker to engage clients, uncover financial wellness opportunities, and guide them to appropriate bank solutions. You will build relationships with individuals and small businesses while supporting branch operations and compliance.

The role requires strong communication, sales discipline, and the ability to work as part of a collaborative team. Some weekend work and a customer-first mindset are important for success.