Relationship Banking Advisor — Grow Client Wealth

KeyBank; Bellingham (WA); On-site; USD 29,000 - 44,000; Full time

Job summary

KeyBank in Burlington, WA is seeking a Personal Banker to engage clients, uncover financial needs, and provide guidance for wellness. You will attract new clients, deepen relationships, and collaborate with branch teams to offer tailored banking solutions.

Strong communication and teamwork are essential for success in a sales-driven environment. The role requires 1+ years building client relationships, knowledge of consumer credit, and proficiency with digital banking tools.

Qualifications

• Requires 1+ years in developing customer relationships and hitting sales goals.
• Understanding of consumer credit and financial wellness guidance.
• Foundational sales and service techniques with clients.
• Experience with partnering across internal teams and centers of influence.
• Proficiency with PCs and digital banking platforms.

Responsibilities

• Engage clients to uncover needs and provide guidance on financial wellness.
• Open and deepen client relationships; attract new clients to KeyBank.
• Meet activity, behavior, and sales goals; build referral networks.
• Ensure compliance with policies and document client interactions.
• Support branch operations and assist with teller transactions when needed.
• Participate in morning huddles and end-of-day debriefs.

Skills

Client relationships

Sales goals

Digital platforms

MS Office

Communication skills

Teamwork

Financial wellness guidance

Education

High School Diploma/GED/Equivalent experience

Bachelor's Degree (preferred)

Tools

MS Office

CRM software

Mobile apps / digital banking

Job description

KeyBank in Burlington, WA is seeking a Personal Banker to engage clients, uncover financial needs, and provide guidance for wellness. You will attract new clients, deepen relationships, and collaborate with branch teams to offer tailored banking solutions.

Strong communication and teamwork are essential for success in a sales-driven environment. The role requires 1+ years building client relationships, knowledge of consumer credit, and proficiency with digital banking tools.