Personal Banking Advisor: Grow Client Relationships

KeyCorp; Old Saybrook (CT); On-site; USD 43,000 - 65,000; Full time

Job summary

KeyCorp is seeking a Personal Banker to engage clients in conversations, uncover needs, and provide guidance for financial wellness both in person and via proactive calls. You will attract new clients and deepen relationships, partnering with teammates to deliver tailored financial solutions and excellent service.

This on-site role requires a high school diploma (or GED) and 1+ years in client relationship and sales activities. Notary license preferred; weekend hours may be required.

Qualifications

• 1+ years of experience developing current and new customer relationships and achieving sales goals.
• Experience with sales is more important than financial services experience.
• Understanding of consumer credit, loan-to-value and debt-to-income concepts.

Responsibilities

• Engage clients in conversations to uncover needs and provide guidance and solutions.
• Attract new clients and deepen relationships with existing clients to meet financial goals.
• Ensure compliance with policies and proper documentation of client interactions.

Skills

Client relationships

Sales

Communication

Teamwork

Notary License

Education

High School Diploma or GED

Bachelor’s Degree (preferred)

Tools

MS Windows

MS Office

Digital platforms

Job description

KeyCorp is seeking a Personal Banker to engage clients in conversations, uncover needs, and provide guidance for financial wellness both in person and via proactive calls. You will attract new clients and deepen relationships, partnering with teammates to deliver tailored financial solutions and excellent service.

This on-site role requires a high school diploma (or GED) and 1+ years in client relationship and sales activities. Notary license preferred; weekend hours may be required.