Financial Wellness Banking Advisor

KeyCorp; Veneta (OR); On-site; USD 28,000 - 43,000; Full time

Job summary

KeyBank in Veneta, Oregon, is seeking a Personal Banker to engage clients in conversations, uncover needs, and provide guidance for financial wellness both in person and via proactive calls. The role emphasizes client-first service, branch teamwork, and sales-oriented relationship development to expand current client relationships.

The position requires a high school diploma or GED (Bachelor's degree preferred) and 1+ year of sales or client relationship experience.

Qualifications

• Experience in developing current and new customer relationships and achieving sales goals.
• Ability to identify financial wellness opportunities through conversations.
• Familiarity with consumer credit concepts and loan basics.
• Proficiency with digital platforms and online banking.

Responsibilities

• Opening personal and business accounts (consumer checking, small business, deposits, home equity, CDs, etc.).
• Developing strong partnerships with branch teammates and partners to attract and deepen client relationships.
• Listening for financial wellness opportunities and providing customized recommendations.
• Complying with operational, risk, security and audit procedures and documenting client interactions.

Skills

Sales

Customer relationships

Communication

Tele-consulting

Education

High School Diploma/GED

Bachelor's Degree (preferred)

Tools

MS Office

Digital platforms

Job description

KeyBank in Veneta, Oregon, is seeking a Personal Banker to engage clients in conversations, uncover needs, and provide guidance for financial wellness both in person and via proactive calls. The role emphasizes client-first service, branch teamwork, and sales-oriented relationship development to expand current client relationships.

The position requires a high school diploma or GED (Bachelor's degree preferred) and 1+ year of sales or client relationship experience.