Personal Banking & Financial Wellness Advisor

KeyBank; Town of Hamburg (NY); In loco; USD 28.000 - 43.000; Tempo pieno

Descrizione del lavoro

KeyBank in Hamburg, NY is hiring a Personal Banker to engage clients, uncover financial needs, and provide guidance on banking solutions. You will help attract new clients and deepen relationships with existing customers while delivering exceptional service.

As part of the branch team, you will open accounts, educate clients on digital tools, and collaborate with partners to expand investments and loans. This role emphasizes sales through client conversations and proactive outreach.

Competenze

• Minimum 1 year of customer relationships and sales experience.
• Understanding of consumer credit basics.
• Strong communication and active listening for client conversations.
• Ability to use digital banking tools and platforms.

Mansioni

• Engage clients to uncover needs and offer financial wellness solutions.
• Open accounts and manage client onboarding.
• Prospect and refer to bank products; collaborate with partners.
• Ensure compliance and accurate documentation.
• Support branch operations and participate in huddles.
• Work Saturdays as directed by management.

Conoscenze

Relationship building

Sales ability

Communication

Digital banking

Time management

Formazione

High School Diploma/GED

Bachelor's Degree preferred

Strumenti

MS Office

CRM systems

Descrizione del lavoro

KeyBank in Hamburg, NY is hiring a Personal Banker to engage clients, uncover financial needs, and provide guidance on banking solutions. You will help attract new clients and deepen relationships with existing customers while delivering exceptional service.

As part of the branch team, you will open accounts, educate clients on digital tools, and collaborate with partners to expand investments and loans. This role emphasizes sales through client conversations and proactive outreach.