Personal Banker & Financial Wellness Advisor

KeyCorp; Eastsound (WA); On-site; USD 29,000 - 43,000; Full time

Job summary

KeyCorp seeks a Personal Banker in Eastsound, WA to engage clients, assess financial needs, and provide guidance on accounts and products. You will work with customers to develop relationships, promote financial wellness, and expand services across personal and small business banking.

The role emphasizes client-first service, strong teamwork, and proactive outreach both in person and by phone. Ideal candidates combine sales energy with trust, integrity, and effective communication.

Qualifications

• 1+ years experience in developing current and new customer relationships, achieving sales goals.
• Understanding of consumer credit, loans, and credit reports.
• Foundational knowledge of sales and service techniques with clients.

Responsibilities

• Engage clients to uncover needs and offer financial wellness solutions.
• Open personal and business accounts and explain product options.
• Collaborate with branch teammates and partners to grow relationships.
• Ensure compliance with policies and document client interactions.

Skills

Client focus

Sales ability

Communication

Time management

Problem solving

Education

High School Diploma

Bachelor's Degree (preferred)

Tools

MS Windows

Microsoft Office

Job description

KeyCorp seeks a Personal Banker in Eastsound, WA to engage clients, assess financial needs, and provide guidance on accounts and products. You will work with customers to develop relationships, promote financial wellness, and expand services across personal and small business banking.

The role emphasizes client-first service, strong teamwork, and proactive outreach both in person and by phone. Ideal candidates combine sales energy with trust, integrity, and effective communication.