Relationship Banker & Financial Wellness Advisor

KeyCorp; Hamden (CT); On-site; USD 59,237,000 - 89,544,000; Full time

Job summary

KeyBank is seeking a Personal Banker who engages clients to understand goals and provide tailored financial guidance. You will open personal and small business accounts, develop partnerships with colleagues, and support daily branch operations while maintaining high service standards.

The role emphasizes proactive client conversations, financial wellness recommendations, and a sales-driven, competitive mindset to grow relationships in the Hamden, CT area.

Qualifications

• 1+ year experience in developing current and new customer relationships and achieving sales goals.
• Understanding of consumer credit, including debt-to-income and credit reports.
• Foundational knowledge of sales and service techniques with clients, including tele-consulting and networking.

Responsibilities

• Opening personal and business accounts (checking, deposits, home equity, CDs, etc.).
• Developing partnerships with branch teammates and business lines to acquire and deepen client relationships.
• Supporting branch operations and assisting with teller transactions as needed.
• Participating in morning huddles and end-of-day debriefs; occasional Saturday work.

Skills

Sales skills

Client relationships

Communication

Digital banking

Education

High School Diploma/GED

Bachelor's Degree (preferred)

Tools

MS Windows

MS Office

Excel

Job description

KeyBank is seeking a Personal Banker who engages clients to understand goals and provide tailored financial guidance. You will open personal and small business accounts, develop partnerships with colleagues, and support daily branch operations while maintaining high service standards.

The role emphasizes proactive client conversations, financial wellness recommendations, and a sales-driven, competitive mindset to grow relationships in the Hamden, CT area.