Relationship Banker: Elevate Clients' Financial Wellness

KeyBank; Town of Cheektowaga (NY); On-site; USD 28,000 - 43,000; Full time

Job summary

KeyBank in Cheektowaga, NY is seeking a Personal Banker to engage clients in conversations, uncover needs, and provide guidance to help achieve financial wellness. You will attract new clients and deepen relationships with existing ones, in person at the branch and through proactive calling.

You are client-first, sales-driven, and collaborative with strong communication and integrity. The role focuses on everyday banking, payments, and digital solutions to support customers’ financial goals.

Qualifications

• Minimum 1 year of experience in developing current and new customer relationships and achieving sales goals.
• Understanding of consumer credit basics including loan-to-value, debt-to-income, and credit reports.
• Strong communication and networking skills; ability to educate clients on digital platforms.

Responsibilities

• Provide customized financial wellness recommendations to clients in person or by phone.
• Open personal and business accounts and process various deposit products.
• Develop partnerships with branch teammates and partners to grow client base and deepen relationships.
• Ensure compliance with operating policies and risk procedures.

Skills

Client service

Sales goals

Relationship building

Communication

Education

High School Diploma / GED or equivalent

Bachelor's Degree preferred

Tools

MS Windows

MS Office

Job description

KeyBank in Cheektowaga, NY is seeking a Personal Banker to engage clients in conversations, uncover needs, and provide guidance to help achieve financial wellness. You will attract new clients and deepen relationships with existing ones, in person at the branch and through proactive calling.

You are client-first, sales-driven, and collaborative with strong communication and integrity. The role focuses on everyday banking, payments, and digital solutions to support customers’ financial goals.