Personal Banking Advisor & Relationship Builder

KeyBank; Lakewood (CO); On-site; USD 28,474 - 43,050; Full time

Benefits offered by this job

Incentive compensation

Comprehensive benefits package

Job summary

KeyBank seeks a Personal Banker in Lakewood, Colorado, responsible for engaging clients and addressing their financial needs through personalized services. The role demands strong sales skills and a commitment to client success, guiding customers in their financial journey.

Ideal candidates will have a high school diploma, with a preference for a bachelor’s degree, and a minimum of one year in sales or customer relationship management. The role will involve opening accounts, reaching sales goals, and collaborating with branch staff.

Qualifications

• Minimum of 1 year of experience in customer relationship management and sales.
• Strong understanding of consumer credit and finance.
• Demonstrated ability to influence partners and utilize various sales techniques.

Responsibilities

• Engage clients and assess their financial wellness requirements.
• Open personal and business accounts and provide tailored recommendations.
• Assist with client transactions and support branch operations.

Skills

Sales skills

Client relationship management

Strong verbal communication

Financial knowledge

Time management

Education

High School Diploma or equivalent

Bachelor’s Degree

Tools

MS Office

Digital banking platforms

Job description

KeyBank seeks a Personal Banker in Lakewood, Colorado, responsible for engaging clients and addressing their financial needs through personalized services. The role demands strong sales skills and a commitment to client success, guiding customers in their financial journey.

Ideal candidates will have a high school diploma, with a preference for a bachelor’s degree, and a minimum of one year in sales or customer relationship management. The role will involve opening accounts, reaching sales goals, and collaborating with branch staff.