Relationship Banker & Financial Wellness Advisor

KeyBank; Veneta (OR); Sur place; USD 38 000 - 48 000; Plein temps

Résumé du poste

KeyBank in Veneta, OR is seeking a Personal Banker to engage clients, uncover financial needs, and provide guidance toward financial wellness both in person and by phone. You will build relationships, open accounts, and collaborate with teammates to attract new clients and deepen existing ones, while upholding bank policies and delivering exceptional service.

You will work with a collaborative team to help clients achieve their financial goals, leveraging digital tools and a client-centric

Qualifications

• Minimum 1 year of experience in developing current and new customer relationships and achieving sales goals.
• Understanding of consumer credit, loan basics, and ability to discuss financial options.
• Foundational knowledge of sales techniques and client engagement.
• Proficiency with PCs and digital banking platforms; strong interpersonal skills.

Responsabilités

• Embodies a client-first, sales-driven mindset while expanding existing relationships.
• Open personal and business accounts and guide financial solutions for clients.
• Listen for financial wellness opportunities during in-person and phone conversations.
• Collaborate with branch teammates and centers of influence to grow client base.
• Ensure compliance with policies and proper documentation of client interactions.

Connaissances

Client relationship management

Sales experience

Digital literacy

Strong communication

Formation

High School Diploma, GED or equivalent business experience

Bachelor's Degree (preferred)

Notary License (preferred)

Description du poste

KeyBank in Veneta, OR is seeking a Personal Banker to engage clients, uncover financial needs, and provide guidance toward financial wellness both in person and by phone. You will build relationships, open accounts, and collaborate with teammates to attract new clients and deepen existing ones, while upholding bank policies and delivering exceptional service.

You will work with a collaborative team to help clients achieve their financial goals, leveraging digital tools and a client-centric