Personal Banking Advisor: Build Relationships & Wellness

KeyBank; Washington Mills (NY); In loco; USD 28.000 - 43.000; Tempo pieno

Descrizione del lavoro

KeyBank in New Hartford, NY is seeking a Personal Banker to engage clients, uncover needs, and provide tailored financial solutions in person and by phone.

As part of the branch team, you will attract new clients, deepen existing relationships, and guide customers toward confident financial wellness, with a client-first, sales-driven mindset.

The role requires a high school diploma or equivalent, at least one year of relationship-building and sales experience, and the ability to work Saturdays.

Competenze

• Minimum 1 year of experience building customer relationships.
• Experience achieving sales goals and generating referrals.
• Strong communication and interpersonal skills.

Mansioni

• Open personal and business accounts and service clients.
• Develop partnerships with branch teammates and other business units.
• Support branch operations and client transactions as needed.
• Engage with clients to uncover needs and provide financial guidance.

Conoscenze

Sales experience

Relationship building

Communication

Prospecting

Networking

Formazione

High School Diploma / GED or equivalent business experience

Bachelor's Degree (preferred)

Strumenti

MS Windows

MS Office (Word, Excel)

Descrizione del lavoro

KeyBank in New Hartford, NY is seeking a Personal Banker to engage clients, uncover needs, and provide tailored financial solutions in person and by phone.

As part of the branch team, you will attract new clients, deepen existing relationships, and guide customers toward confident financial wellness, with a client-first, sales-driven mindset.

The role requires a high school diploma or equivalent, at least one year of relationship-building and sales experience, and the ability to work Saturdays.