Relationship Banker & Financial Wellness Advisor

KeyBank; Cincinnati (OH); Hybride; USD 29 000 - 43 000; Plein temps

Résumé du poste

KeyBank in Cincinnati is seeking a Personal Banker to engage clients, uncover financial needs, and offer solutions for their financial wellness. You will work with individuals and small businesses, developing relationships and guiding clients in person and via calls to help them move forward financially.

The role emphasizes client-first service, sales-driven mindset, and collaboration with branch teams to attract new clients and expand existing relationships at multiple area locations.

Qualifications

• 1+ years experience in developing client relationships and achieving sales goals.
• Experience with tele-consulting, outside calling, prospecting, and networking.

Responsabilités

• Open consumer and small business accounts (checking, deposits, loans, etc.).
• Develop partnerships with branch teammates and partners to acquire and deepen client relationships.
• Meet sales goals and generate referrals through quality conversations and appointments.
• Ensure compliance with policies and provide excellent client service.

Connaissances

Sales

Relationship-building

Communication

Problem-solving

Time management

Formation

High School Diploma or GED

Bachelor's Degree (preferred)

Notary License (preferred)

Outils

MS Office

Mobile apps

Web platforms

Description du poste

KeyBank in Cincinnati is seeking a Personal Banker to engage clients, uncover financial needs, and offer solutions for their financial wellness. You will work with individuals and small businesses, developing relationships and guiding clients in person and via calls to help them move forward financially.

The role emphasizes client-first service, sales-driven mindset, and collaboration with branch teams to attract new clients and expand existing relationships at multiple area locations.