Personal Banking Advisor: Grow Relationships & Wellness

KeyBank; Hood River (OR); On-site; USD 28,000 - 43,000; Full time

Job summary

KeyBank is seeking a Personal Banker in Hood River, OR to engage clients, uncover financial needs, and provide tailored guidance. You will develop relationships with individuals and small businesses, opening accounts and expanding services while working with branch teams to meet sales goals.

The role emphasizes client-first service, a strong sales mindset, and reliable collaboration across departments to support clients’ financial goals.

Qualifications

• Minimum of 1 year of experience in developing current and new customer relationships and achieving sales goals.
• Sales experience is emphasized; strong ability to initiate conversations and build referrals.
• Comfort with digital banking platforms and educating clients on KeyBank digital tools.

Responsibilities

• Engage clients to uncover needs and provide financial wellness guidance.
• Open personal and small business accounts and deepen relationships.
• Collaborate with branch teammates and partners to drive client acquisition and retention.

Skills

Client relationships

Sales experience

Communication skills

Digital literacy

Education

High School Diploma

Bachelor's degree (preferred)

Tools

MS Windows

Microsoft Office

Mobile apps

Job description

KeyBank is seeking a Personal Banker in Hood River, OR to engage clients, uncover financial needs, and provide tailored guidance. You will develop relationships with individuals and small businesses, opening accounts and expanding services while working with branch teams to meet sales goals.

The role emphasizes client-first service, a strong sales mindset, and reliable collaboration across departments to support clients’ financial goals.