Relationship Banking Advisor

KeyBank; Danbury (CT); On-site; USD 29,000 - 43,000; Full time

Job summary

KeyBank in Danbury, CT seeks a Personal Banker to engage clients in conversations, uncover financial needs, and provide guidance to support their financial wellness both in person and via proactive calls.

You will open personal and small business accounts, develop relationships with existing clients, and collaborate with branch teammates and specialists to expand services while upholding risk and compliance standards.

Qualifications

• High School Diploma, GED or equivalent business experience (required) or Bachelor's degree preferred.
• 1+ years experience in developing current and new customer relationships, achieving sales goals, and building referral sources.
• Understanding of consumer credit including loan to value, debt to income and credit reports.
• Strong communication and digital platform literacy to educate clients on Key services.

Responsibilities

• Embodies a strong client experience culture and builds confidence with clients and teammates.
• Listen for financial wellness opportunities and provide customized recommendations.
• Open personal and small business accounts and deepen client relationships.
• Develop partnerships with branch teammates and business lines to drive client acquisition.

Skills

Client relationship building

Sales proficiency

Communication skills

Digital literacy

Team collaboration

MS Office

Education

High School Diploma , GED or equivalent business experience (required) or

Bachelor's Degree (preferred)

Tools

MS Windows

MS Excel

Mobile apps

Job description

KeyBank in Danbury, CT seeks a Personal Banker to engage clients in conversations, uncover financial needs, and provide guidance to support their financial wellness both in person and via proactive calls.

You will open personal and small business accounts, develop relationships with existing clients, and collaborate with branch teammates and specialists to expand services while upholding risk and compliance standards.