Financial Wellness & Relationship Banker

KeyBank; Seattle (WA); On-site; USD 28,474 - 43,050; Full time

Benefits offered by this job

Incentive compensation

Health benefits

Career advancement opportunities

Job summary

KeyBank in Seattle is seeking a Personal Banker to enhance client financial wellness through effective relationship management and sales efforts. The ideal candidate will have proven experience in customer engagement and sales, with strong interpersonal skills. Responsibilities include opening accounts, providing tailored financial solutions, and assisting with branch operations. You will work in a team-oriented environment, contributing to the overall client experience. Competitive compensation and benefits are offered.

Qualifications

• 1+ years of experience in developing customer relationships and achieving sales goals.
• Understanding of consumer credit, loan to value, debt to income, and credit reports.
• Demonstrated ability to influence business partners and leverage centers of influence.

Responsibilities

• Engage clients to uncover financial wellness needs.
• Open personal and business accounts.
• Support branch operations and assist with transactions on the Teller line.

Skills

Sales and referral ability

Client relationship building

Financial wellness recommendations

Strong communication skills

Education

High School Diploma or GED

Bachelor’s Degree

Tools

PCs (MS Windows, Office)

Digital technology knowledge

Job description

KeyBank in Seattle is seeking a Personal Banker to enhance client financial wellness through effective relationship management and sales efforts. The ideal candidate will have proven experience in customer engagement and sales, with strong interpersonal skills. Responsibilities include opening accounts, providing tailored financial solutions, and assisting with branch operations. You will work in a team-oriented environment, contributing to the overall client experience. Competitive compensation and benefits are offered.