Relationship Banking Advisor

KeyBank; New York (NY); On-site; USD 28,000 - 43,000; Full time

Job summary

KeyBank is seeking a Personal Banker to engage clients and uncover needs, guiding them toward financial wellness. The role emphasizes building relationships, achieving sales goals, and collaborative teamwork within the branch.

Responsibilities include opening accounts, partnering with colleagues, and ensuring compliance while providing excellent client service. A high school diploma or GED is required, with a bachelor's preferred; some roles require notary license.

Qualifications

• Minimum 1 year of experience in developing current and new customer relationships.
• Understanding of consumer credit - loan to value, debt to income, credit reports.
• Sales and service techniques including tele-consulting, outside calling, prospecting, and networking.
• Comfortable engaging with small business clients and leveraging centers of influence.

Responsibilities

• Opening personal and business accounts (consumer checking, small business, CDs, etc.).
• Develop partnerships with branch teammates and line of business partners for client acquisition.
• Ensure compliance with operational, risk, security and audit procedures.
• Support branch operations including assisting with teller transactions.
• Participate in morning huddles and end-of-day debriefs and work Saturdays as directed.

Skills

Relationship building

Sales orientation

Communication skills

Financial wellness coaching

Education

High School Diploma or GED

Bachelor's Degree

Tools

MS Windows

Office (Word, Excel)

Excel

Job description

KeyBank is seeking a Personal Banker to engage clients and uncover needs, guiding them toward financial wellness. The role emphasizes building relationships, achieving sales goals, and collaborative teamwork within the branch.

Responsibilities include opening accounts, partnering with colleagues, and ensuring compliance while providing excellent client service. A high school diploma or GED is required, with a bachelor's preferred; some roles require notary license.