Financial Wellness & Relationship Banker

KeyCorp; Buffalo (NY); On-site; USD 28,000 - 43,000; Full time

Job summary

KeyCorp in Buffalo, NY is seeking a Personal Banker to engage clients, uncover financial wellness needs, and guide them through solutions. You will open accounts, deepen relationships, and collaborate with partners to grow referrals and cross-sell products.

The role emphasizes client-first service, sales-driven execution, and compliance with security and operational policies. Flexible weekend coverage and branch-based work are expected.

Qualifications

• High school diploma or equivalent required; bachelor's degree preferred
• 1+ year in developing customer relationships and achieving sales goals
• Knowledge of consumer credit basics and sales/service techniques
• Ability to build partnerships and refer to internal partners

Responsibilities

• Engage clients to uncover needs and provide guidance for financial wellness
• Open personal and business accounts and related products
• Develop partnerships with branch teammates and partners to grow relationships
• Ensure compliance with policies and documentation of client interactions
• Support teller transactions and participate in daily huddles and events

Skills

Client relationships

Sales goals

Referral sources

Integrity

Time management

Communication

Education

High School Diploma or GED

Bachelor's Degree preferred

Notary License (preferred)

Tools

MS Windows

MS Office (Word, Excel)

Job description

KeyCorp in Buffalo, NY is seeking a Personal Banker to engage clients, uncover financial wellness needs, and guide them through solutions. You will open accounts, deepen relationships, and collaborate with partners to grow referrals and cross-sell products.

The role emphasizes client-first service, sales-driven execution, and compliance with security and operational policies. Flexible weekend coverage and branch-based work are expected.