Relationship Banking Advisor

KeyBank; Lakewood (OH); On-site; USD 59,229,000 - 89,544,000; Full time

Job summary

KeyBank in Lakewood, Ohio is seeking a Personal Banker to engage clients and develop relationships within the community. You will uncover needs, provide guidance, and offer financial solutions to support clients’ financial wellness in person and through proactive calling efforts.

As part of the branch, you’ll attract new clients and deepen relationships with existing ones, prioritizing client-first service. Education begins with a High School Diploma or GED; a Bachelor's Degree is preferred.

Qualifications

• Minimum 1 year experience in developing customer relationships and sales.
• Understanding of consumer credit and ability to discuss financial wellness opportunities.
• Familiarity with digital platforms and ability to educate clients on Key digital tools.

Responsibilities

• Engage clients to uncover needs and provide guidance and solutions.
• Open personal and business banking accounts and link to products as appropriate.
• Maintain compliance with risk, security, and audit procedures.

Skills

Client engagement

Relationship building

Sales focus

Communication

Time management

Attentive to client needs

Education

High School Diploma/GED

Bachelor's Degree (preferred)

Tools

MS Windows/Office

Job description

KeyBank in Lakewood, Ohio is seeking a Personal Banker to engage clients and develop relationships within the community. You will uncover needs, provide guidance, and offer financial solutions to support clients’ financial wellness in person and through proactive calling efforts.

As part of the branch, you’ll attract new clients and deepen relationships with existing ones, prioritizing client-first service. Education begins with a High School Diploma or GED; a Bachelor's Degree is preferred.