Relationship-Driven Financial Wellness Advisor

KeyBank; Quakertown (Bucks County); On-site; USD 28,474 - 43,050; Full time

Job summary

KeyBank in Quakertown, Pennsylvania is hiring a Personal Banker to engage clients and provide financial solutions. You will be responsible for building relationships and opening accounts while ensuring compliance with banking procedures.

The ideal candidate will have a strong client experience focus, sales techniques, and excellent communication skills. This position offers hourly pay ranging from $20.67 to $31.25, with additional incentive compensation.

Qualifications

• 1+ year experience in customer relationships and achieving sales goals.
• Understanding of consumer credit including loan to value and debt to income.
• Strong ability to interact with small business clients.

Responsibilities

• Engage clients and provide customized financial wellness recommendations.
• Open personal and business accounts.
• Support branch operations and assist with client transactions.

Skills

Client relationship building

Sales techniques

Verbal communication

Time management

Understanding consumer credit

Education

High School Diploma, GED or equivalent business experience

Bachelor's Degree

Tools

MS Windows

MS Office Products

Job description

KeyBank in Quakertown, Pennsylvania is hiring a Personal Banker to engage clients and provide financial solutions. You will be responsible for building relationships and opening accounts while ensuring compliance with banking procedures.

The ideal candidate will have a strong client experience focus, sales techniques, and excellent communication skills. This position offers hourly pay ranging from $20.67 to $31.25, with additional incentive compensation.