Financial Wellness & Relationship Banker

KeyBank; Athol Springs (NY); On-site; USD 28,000 - 43,000; Full time

Job summary

KeyBank in Hamburg, NY is seeking a Personal Banker to engage clients, uncover needs, and provide tailored financial wellness guidance both in person and via proactive calls. You will open accounts, develop relationships, and collaborate with branch teams to grow client assets while maintaining strict compliance and service standards.

The role requires strong communication, sales aptitude, and the ability to work Saturdays and participate in team huddles.

Qualifications

• High School Diploma or GED required; Bachelor's degree preferred.
• At least 1 year of experience developing customer relationships and meeting sales goals.
• Knowledge of consumer credit concepts and lead-generation techniques.
• Excellent communication, problem-solving, and service orientation.

Responsibilities

• Engage clients to uncover needs and provide financial wellness guidance.
• Open personal and business accounts and related deposit products.
• Build partnerships with branch teammates and other partners to expand relationships.
• Ensure compliance with policies and proper documentation of client interactions.
• Assist with teller transactions and participate in daily huddles.

Skills

Client relationship building

Sales experience

Communication skills

Cash handling

PC skills (Windows & Office)

Digital banking familiarity

Education

High school diploma or GED

Bachelor’s degree preferred

Tools

MS Windows

MS Office (Word, Excel)

Job description

KeyBank in Hamburg, NY is seeking a Personal Banker to engage clients, uncover needs, and provide tailored financial wellness guidance both in person and via proactive calls. You will open accounts, develop relationships, and collaborate with branch teams to grow client assets while maintaining strict compliance and service standards.

The role requires strong communication, sales aptitude, and the ability to work Saturdays and participate in team huddles.