Relationship Banker — Grow Clients' Financial Wellness

KeyBank; Lambertville (MI); On-site; USD 28,000 - 43,000; Full time

Job summary

KeyBank in Lambertville, MI is seeking a Personal Banker to engage clients, uncover financial needs, and guide solutions for financial wellness. You will attract new clients and deepen relationships with existing ones to meet their goals, both in person and by proactive calling.

As part of the branch team, you will ensure compliance, participate in morning huddles, and support teller activity when needed. A strong sales mindset and digital bank literacy are essential.

Qualifications

• Minimum 1 year in developing customer relationships and sales goals.
• Understanding of consumer credit, loan products and banking services.
• Strong communication and relationship-building skills.
• Comfort with digital banking platforms and basic tech literacy.

Responsibilities

• Engage clients to uncover financial needs and provide guidance.
• Open personal and small business accounts and related products.
• Develop partnerships with branch teammates and other bank areas.
• Ensure compliance with policies and accurate documentation.
• Support teller transactions and participate in daily huddles.

Skills

Client relationships

Sales skills

Communication

Digital literacy

Education

High School Diploma, GED or equivalent business experience

Bachelor's Degree (preferred)

Notary License (preferred)

Tools

MS Windows

Office (Word, Excel)

Job description

KeyBank in Lambertville, MI is seeking a Personal Banker to engage clients, uncover financial needs, and guide solutions for financial wellness. You will attract new clients and deepen relationships with existing ones to meet their goals, both in person and by proactive calling.

As part of the branch team, you will ensure compliance, participate in morning huddles, and support teller activity when needed. A strong sales mindset and digital bank literacy are essential.