Personal Banking Advisor & Financial Wellness Guide

KeyBank; Keizer (OR); On-site; USD 30,000 - 43,000; Full time

Job summary

KeyBank in Keizer, OR seeks a Personal Banker to engage clients, uncover financial wellness needs, and guide them toward solutions that support their financial goals. You will open accounts, build lasting relationships, and collaborate with branch teams to deliver excellent service in a commission-structured environment.

The role emphasizes strong communication, sales capability, and adherence to policies while helping clients navigate digital banking tools and services.

Qualifications

• Minimum 1 year of experience in developing current and new customer relationships, achieving sales goals, and building referral sources.
• Strong understanding of consumer credit and ability to explain products.
• Proven ability to communicate effectively and build trust with clients.

Responsibilities

• Engage clients in conversations to uncover financial wellness opportunities.
• Open personal and business accounts (consumer checking, small business, etc.).
• Provide tailored financial guidance and cross-sell appropriate solutions.
• Partner with branch teammates and business units to deepen client relationships.
• Ensure compliance with policies, document client interactions accurately.

Skills

Client relationships

Cross-selling

Digital platforms

Communication skills

Time management

Education

High School Diploma or GED

Bachelor's Degree

Notary License

Tools

MS Office

Job description

KeyBank in Keizer, OR seeks a Personal Banker to engage clients, uncover financial wellness needs, and guide them toward solutions that support their financial goals. You will open accounts, build lasting relationships, and collaborate with branch teams to deliver excellent service in a commission-structured environment.

The role emphasizes strong communication, sales capability, and adherence to policies while helping clients navigate digital banking tools and services.