Personal Banking & Financial Wellness Advisor

KeyBank; Ronda (NC); On-site; USD 43,000 - 65,000; Full time

Job summary

KeyBank is seeking a Personal Banker in North Huntingdon, PA to engage clients, uncover needs, and provide guidance for financial wellness both in person and via proactive calling. You will help attract new clients and deepen relationships while delivering exceptional service and a client-first mindset.

The role emphasizes teamwork, accurate documentation, and adherence to risk controls. Candidates should be sales-oriented, confident, and capable of managing branch operations as needed.

Qualifications

• High school diploma or GED required; bachelor's degree preferred.
• Minimum 1 year of developing current and new customer relationships and achieving sales goals.
• Strong communication and client-service orientation.

Responsibilities

• Embodies a strong client experience culture with every client and teammate.
• Listen for financial wellness opportunities and provide customized recommendations.
• Attain personal activity, behavior, and outcome goals.
• Open personal and business accounts and grow relationships.
• Develop partnerships with branch teammates and other lines of business.
• Ensure compliance with operational and risk procedures.

Skills

Client Relationships

Sales Skills

Communication

Digital Literacy

Cash Handling

Teamwork

Industry Knowledge

Education

High School Diploma or GED

Bachelor's Degree (preferred)

Tools

MS Office

Digital Banking Tools

Job description

KeyBank is seeking a Personal Banker in North Huntingdon, PA to engage clients, uncover needs, and provide guidance for financial wellness both in person and via proactive calling. You will help attract new clients and deepen relationships while delivering exceptional service and a client-first mindset.

The role emphasizes teamwork, accurate documentation, and adherence to risk controls. Candidates should be sales-oriented, confident, and capable of managing branch operations as needed.