Relationship Banking Advisor

KeyBank; South Burlington (VT); On-site; USD 28,000 - 43,000; Full time

Job summary

KeyBank is seeking a Personal Banker in South Burlington, VT to engage clients in conversations, assess their financial wellness needs, and offer tailored solutions both in person and by proactive outreach. You will help attract new business while expanding relationships with existing clients to support their goals.

The role emphasizes a client-first, sales-driven mindset, strong teamwork, and professional communication to deliver confident financial guidance within a branch setting.

Qualifications

• 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.
• Foundational knowledge of sales and service techniques with clients, including tele-consulting, outside calling, prospecting, and networking.

Responsibilities

• Open personal and business accounts (consumer checking, small business, deposits, loans, CDs).
• Develop partnerships with branch teammates and leaders focusing on client acquisition and deepening relationships.
• Ensure compliance with operational, risk, security and audit procedures and policies.

Skills

Sales skills

Client service

Communication

Relationship building

Time management

Digital literacy

Education

High School Diploma or GED or equivalent business experience

Bachelor's Degree (preferred)

Notary License (preferred)

Tools

MS Windows

MS Office

CRM (customer management)

Job description

KeyBank is seeking a Personal Banker in South Burlington, VT to engage clients in conversations, assess their financial wellness needs, and offer tailored solutions both in person and by proactive outreach. You will help attract new business while expanding relationships with existing clients to support their goals.

The role emphasizes a client-first, sales-driven mindset, strong teamwork, and professional communication to deliver confident financial guidance within a branch setting.