Financial Wellness & Relationship Banker

KeyCorp; Monongahela (PA); On-site; USD 59,237,000 - 89,544,000; Full time

Job summary

KeyCorp’s Monongahela branch seeks a Personal Banker to engage clients, uncover financial needs, and offer tailored solutions in person and via proactive calling. You will attract new clients, deepen relationships with existing clients, and support branch operations including teller duties as needed.

The role emphasizes customer service, integrity, and collaboration with partners across the bank to meet sales and service objectives.

Qualifications

• Minimum of 1 year experience in developing current and new customer relationships and achieving sales goals.
• Understanding of consumer credit - including loan to value, debt to income and credit reports.
• Familiarity with tele-consulting, outside calling, prospecting and networking.

Responsibilities

• Opening personal and business accounts (consumer checking, small business, deposits, etc.).
• Developing strong partnerships with branch teammates and other partners to acquire and deepen client relationships.
• Ensure compliance with operational, risk, security and audit procedures.

Skills

Sales

Client relationships

Communication

Digital platforms

Education

High School Diploma/GED

Bachelor's Degree

Tools

MS Windows

MS Office

Job description

KeyCorp’s Monongahela branch seeks a Personal Banker to engage clients, uncover financial needs, and offer tailored solutions in person and via proactive calling. You will attract new clients, deepen relationships with existing clients, and support branch operations including teller duties as needed.

The role emphasizes customer service, integrity, and collaboration with partners across the bank to meet sales and service objectives.