Relationship Banking Consultant

KeyBank; Orem (UT); On-site; USD 29,000 - 44,000; Full time

Job summary

KeyBank in Orem, Utah is seeking a Personal Banker to engage clients and analyze financial wellness needs both in person and via proactive calls. You will open accounts, deepen existing relationships, and work with partners to provide tailored solutions.

Strong communication, teamwork, and a client-first mindset are essential. This role emphasizes relationship development, sales goals, and adherence to risk and operational policies.

Qualifications

• 1 year minimum fostering customer relationships and sales goals.
• Understanding of consumer credit, including loan-to-value and debt-to-income.
• Experience with prospecting and networking to generate referrals.
• Ability to work with small business clients and cross-sell.

Responsibilities

• Embodies a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their day, personally, professionally, and financially.
• Listen for clues for financial wellness opportunities during in-person and over the phone client conversations and provide effective and customized financial wellness recommendations to clients.
• Consistently attains individual activity, behavior, and outcome goals and expectations.
• Opening personal and business accounts (consumer checking, small business, various deposit products, home equity, unsecured lending, certificates of deposit, etc.).
• Developing strong partnerships with branch teammates and line of business partners – focusing on client acquisition and deepening the relationship of current clients; effectively managing internal and external centers of influence.
• Ensuring compliance with operational, risk, security and audit procedures and policies including appropriate documentation of client interactions.
• Support of branch operations including assisting with client transactions on the Teller line as needed.
• Participate in and occasionally facilitate in-person morning huddles and end of day debriefs.
• Work on Saturdays as directed by management.
• Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
• Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key.

Skills

Relationship building

Sales experience

Communication skills

Digital literacy

PC skills

Education

High School Diploma or GED

Bachelor’s Degree (preferred)

Tools

MS Windows

Microsoft Excel

Office Suite

Job description

KeyBank in Orem, Utah is seeking a Personal Banker to engage clients and analyze financial wellness needs both in person and via proactive calls. You will open accounts, deepen existing relationships, and work with partners to provide tailored solutions.

Strong communication, teamwork, and a client-first mindset are essential. This role emphasizes relationship development, sales goals, and adherence to risk and operational policies.