Financial Wellness & Relationship Banker

KeyBank; Cincinnati (AR); On-site; USD 29,000 - 43,000; Full time

Job summary

KeyBank in Cincinnati is seeking a Personal Banker to engage clients, uncover needs, and guide financial wellness through in-person and proactive calling. You’ll open accounts and build relationships as part of the branch team.

The role blends sales and service, requires excellent communication, and a client-first mindset to help clients move forward in their financial journey at KeyBank.

Qualifications

• 1+ years experience in developing customer relationships and sales goals.
• Understanding of consumer credit and loan-to-value concepts.
• Foundational sales and service techniques with clients; strong communication.
• Ability to engage with small business clients and ask questions to help.
• Experience working with partners and influencers to grow business.

Responsibilities

• Embodies a strong client experience culture with every client interaction.
• Open personal and business accounts and related deposit products.
• Develop partnerships with branch teammates and business partners.
• Ensure compliance with operational, risk, and audit procedures.
• Support branch operations and assist with client transactions when needed.

Skills

Client relationship building

Sales skills

Financial products knowledge

Communication

Time management

Education

High School Diploma, GED or equivalent business experience

Bachelor's Degree (preferred)

Tools

MS Windows

Microsoft Excel

Word

Office Suite

Job description

KeyBank in Cincinnati is seeking a Personal Banker to engage clients, uncover needs, and guide financial wellness through in-person and proactive calling. You’ll open accounts and build relationships as part of the branch team.

The role blends sales and service, requires excellent communication, and a client-first mindset to help clients move forward in their financial journey at KeyBank.