Personal Banking & Relationship Advisor

KeyBank; Town of Canandaigua (NY); Presencial; USD 28.000 - 43.000; Jornada completa

Descripción de la vacante

KeyBank is seeking a Personal Banker in Canandaigua, NY to engage clients, uncover financial needs, and offer guidance that supports financial wellness. You will work with individuals and small businesses to attract new clients and deepen existing relationships, while maintaining high standards of service and compliance.

The role emphasizes relationship-building, sales proficiency, and a client-first approach, with opportunities to collaborate across branch teams and digital channels to drive

Formación

• Minimum 1 year of experience in developing customer relationships and achieving sales goals.
• Understanding of consumer credit and ability to explain financial products.
• Strong communication and advisory skills with clients.

Responsabilidades

• Engage clients in conversations to uncover needs and provide guidance.
• Open and manage accounts and deposit products as needed.
• Build partnerships with teammates and business partners to grow client relationships.
• Ensure compliance with policies and document client interactions.

Conocimientos

Relationship building

Sales experience

Financial literacy

Banking product knowledge

Digital banking

Educación

High School / GED

Bachelor's degree preferred

Herramientas

MS Office

Descripción del empleo

KeyBank is seeking a Personal Banker in Canandaigua, NY to engage clients, uncover financial needs, and offer guidance that supports financial wellness. You will work with individuals and small businesses to attract new clients and deepen existing relationships, while maintaining high standards of service and compliance.

The role emphasizes relationship-building, sales proficiency, and a client-first approach, with opportunities to collaborate across branch teams and digital channels to drive