Relationship Banker & Financial Wellness Advisor

KeyBank; New York (NY); Hybrid; USD 29,853,000 - 44,083,000; Full time

Job summary

KeyCorp is seeking a Personal Banker to engage clients in conversations, uncover financial needs, and provide guidance for their financial wellness in person and by phone. The role focuses on attracting new clients and expanding relationships with existing clients in a branch setting.

The position requires a High School Diploma or equivalent (Bachelor's preferred) and a minimum of one year in sales or relationship-building, with familiarity of consumer credit and digital banking platforms.

Qualifications

• High School Diploma, GED or equivalent business experience (required) or Bachelor's Degree (preferred).
• Minimum 1 year of experience in developing current and new customer relationships and achieving sales goals.
• Understanding of consumer credit concepts and ability to use guidance/tools to assist clients.

Responsibilities

• Open personal and business accounts and develop client relationships.
• Meet sales goals and deepen relationships with existing clients.
• Provide customized financial wellness guidance and support branch operations.
• Communicate effectively with clients in person and by phone, including documentation and compliance.

Skills

Client relationship building

Sales ability

Communication

Teamwork

Digital literacy

MS Office

Education

High School Diploma

Bachelor's Degree

Tools

MS Windows

Office (Word, Excel)

Job description

KeyCorp is seeking a Personal Banker to engage clients in conversations, uncover financial needs, and provide guidance for their financial wellness in person and by phone. The role focuses on attracting new clients and expanding relationships with existing clients in a branch setting.

The position requires a High School Diploma or equivalent (Bachelor's preferred) and a minimum of one year in sales or relationship-building, with familiarity of consumer credit and digital banking platforms.