Relationship Banker: Build Client Wealth & Wellness

KeyBank

Indianapolis (IN)

On-site

USD 59,237,000 - 89,544,000

Full time

14 days+
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Job summary

KeyBank in Indianapolis, IN is seeking a Personal Banker to serve clients in branch and support financial wellness goals. You will engage customers in conversations to uncover needs and provide guidance and solutions, building trust and expanding relationships.

The role emphasizes client-first service, teamwork, compliance, and the ability to cross-sell across personal and business banking products, with opportunities for growth and professional development.

Qualifications

  • Minimum 1 year experience developing customer relationships and achieving sales goals.
  • Understanding of consumer credit, loan-to-value and debt-to-income concepts.
  • Foundational sales and service techniques including tele-consulting, prospecting, and networking.

Responsibilities

  • Engage clients to uncover financial wellness opportunities and provide tailored guidance.
  • Open personal and business accounts and support deposits and lending products.
  • Develop partnerships with branch teammates and other lines of business to deepen relationships.
  • Ensure compliance with policies and proper documentation of client interactions.
  • Support branch operations and assist with Teller duties as needed.

Skills

Client relationship building
Sales experience
Communication skills
Digital banking literacy
PC skills (MS Windows, Office)

Education

High School Diploma / GED
Bachelor's Degree

Tools

MS Windows
Microsoft Office (Word, Excel)

Job description

KeyBank in Indianapolis, IN is seeking a Personal Banker to serve clients in branch and support financial wellness goals. You will engage customers in conversations to uncover needs and provide guidance and solutions, building trust and expanding relationships.

The role emphasizes client-first service, teamwork, compliance, and the ability to cross-sell across personal and business banking products, with opportunities for growth and professional development.

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