Growth-Driven Personal Banker: Financial Wellness Advisor

KeyBank; Bowling Green (OH); On-site; USD 28,000 - 43,000; Full time

Job summary

KeyBank is seeking a Personal Banker in Bowling Green, OH, to engage clients, uncover financial needs, and provide tailored guidance. You will work with individuals and small businesses to build relationships, open accounts, and promote banking solutions, while collaborating with branch teams to meet sales and service goals.

You will participate in in-person and proactive outreach efforts, supporting community banking initiatives and delivering a high-quality client experience at the Bowling

Qualifications

• Strong client relationship skills and ability to uncover financial needs.
• Sales-driven with proactive calling and outreach experience.
• Familiarity with consumer and small business banking products.

Responsibilities

• Engage clients in conversations to uncover financial needs and offer guidance.
• Open personal and business accounts and cross-sell products as appropriate.
• Meet activity, behavior, and sales goals and build referrals.
• Collaborate with branch teammates and partners to grow relationships.

Skills

Client relationship building

Sales experience

Financial acumen

Communication skills

Prospecting

Education

High School Diploma, GED or equivalent

Bachelor's Degree (preferred)

Tools

MS Windows

MS Office

Job description

KeyBank is seeking a Personal Banker in Bowling Green, OH, to engage clients, uncover financial needs, and provide tailored guidance. You will work with individuals and small businesses to build relationships, open accounts, and promote banking solutions, while collaborating with branch teams to meet sales and service goals.

You will participate in in-person and proactive outreach efforts, supporting community banking initiatives and delivering a high-quality client experience at the Bowling