Financial Wellness & Relationship Banker

KeyBank; Wakeman Township (OH); On-site; USD 28,474 - 43,050; Full time

Benefits offered by this job

Incentive compensation

Comprehensive benefits package

Job summary

KeyBank is seeking a Personal Banker in Wakeman, Ohio, to engage clients in conversations about their financial needs and provide tailored solutions. This role is crucial for attracting new clients while working to deepen existing relationships.

The ideal candidate must possess strong sales skills, a client-first mindset, and the ability to work collaboratively with branch teammates. This position involves providing exceptional service and maintaining compliance with all regulations.

Qualifications

• Must have at least 1 year of experience in developing customer relationships and achieving sales goals.
• Understanding of consumer credit including loan to value and credit reports is required.
• Demonstrated experience with influencing business partners and leveraging centers of influence.

Responsibilities

• Engage clients to uncover their financial needs and provide effective recommendations.
• Open personal and business accounts while ensuring compliance with all regulations.
• Support branch operations and assist with client transactions as needed.

Skills

Client experience culture

Sales and referral goals

Time management

Relationship building

Financial evaluation skills

Communication skills

Education

High School Diploma or GED

Bachelor's Degree

Tools

MS Windows and Office Products

Digital technology knowledge

Job description

KeyBank is seeking a Personal Banker in Wakeman, Ohio, to engage clients in conversations about their financial needs and provide tailored solutions. This role is crucial for attracting new clients while working to deepen existing relationships.

The ideal candidate must possess strong sales skills, a client-first mindset, and the ability to work collaboratively with branch teammates. This position involves providing exceptional service and maintaining compliance with all regulations.