Trusted Banking Advisor: Grow Clients’ Financial Wellness

KeyBank; Centennial (CO); On-site; USD 29,000 - 43,000; Full time

Job summary

KeyBank in Centennial, CO is seeking a Personal Banker responsible for engaging clients, uncovering financial needs, and delivering tailored guidance to improve financial wellness both in person and via proactive calling.

You will attract new clients, deepen relationships, and work with branch teammates to meet sales goals while ensuring compliance and excellent service. Bloomberg experience is not required, but solid communication and teamwork are essential.

Qualifications

• Minimum 1 year of experience in developing current and new customer relationships and achieving sales goals.
• Understanding of consumer credit, including loan-to-value, debt-to-income, and credit reports.
• Foundational knowledge of sales techniques with clients, including tele-consulting, outside calling, prospecting, and networking.

Responsibilities

• Engage clients and uncover needs to provide guidance and solutions.
• Attract new clients and deepen relationships with existing clients.
• Maintain compliance with operational, risk, security and audit procedures.

Skills

Relationship building

Sales experience

Financial wellness guidance

Strong communication

Education

High School Diploma or GED

Bachelor's Degree (preferred)

Tools

MS Office

Job description

KeyBank in Centennial, CO is seeking a Personal Banker responsible for engaging clients, uncovering financial needs, and delivering tailored guidance to improve financial wellness both in person and via proactive calling.

You will attract new clients, deepen relationships, and work with branch teammates to meet sales goals while ensuring compliance and excellent service. Bloomberg experience is not required, but solid communication and teamwork are essential.