Personal Banking Advisor - Client Growth

KeyBank; Stone Ridge (NY); On-site; USD 28,000 - 43,000; Full time

Job summary

KeyBank is seeking a Personal Banker in Stone Ridge, NY to help clients achieve financial wellness through personalized guidance and proactive outreach. You will engage clients, open accounts, and build lasting relationships while working with bank partners to expand offerings.

The role emphasizes service excellence, proactive communication, and teamwork within a branch environment, including occasional Saturday coverage and adherence to policies.

Qualifications

• Minimum 1 year of experience developing customer relationships and meeting sales goals.
• Understanding of consumer credit, including credit reports and lending basics.
• Foundational sales and service techniques including tele-consulting, outside calling, networking.

Responsibilities

• Engage clients to uncover needs and provide guidance and solutions for financial wellness.
• Open and manage personal and small business accounts and essential deposit products.
• Develop partnerships with teammates and business partners to acquire and deepen client relationships.
• Ensure compliance with policies, risk, and audit procedures; document client interactions.
• Assist with teller transactions and support branch operations as needed.

Skills

Client relationship building

Sales experience

Digital literacy

Financial wellness guidance

Education

High School Diploma or GED; business experience; Bachelor's preferred

Tools

MS Word

MS Excel

Job description

KeyBank is seeking a Personal Banker in Stone Ridge, NY to help clients achieve financial wellness through personalized guidance and proactive outreach. You will engage clients, open accounts, and build lasting relationships while working with bank partners to expand offerings.

The role emphasizes service excellence, proactive communication, and teamwork within a branch environment, including occasional Saturday coverage and adherence to policies.