Trusted Financial Advisor & Relationship Builder

KeyBank

Mentor (OH)

On-site

USD 29,000 - 43,000

Full time

4 days ago

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Job summary

KeyBank in Mentor, Ohio is seeking a Personal Banker to engage clients in conversations, uncover needs, and provide guidance for financial wellness both in person and by phone. You will attract new clients and deepen relationships with existing ones, delivering personalized solutions.

The role requires a client-first, sales-driven mindset, strong teamwork, and effective communication. You will support branch operations, comply with policies, and participate in daily huddles, with some Saturday

Qualifications

Minimum 1 year developing customer relationships and meeting sales goals.
Understanding of consumer credit, loan-to-value, debt-to-income, and credit reports.
Foundational sales and service techniques with clients, including tele-consulting and networking.

Responsibilities

Open personal and business accounts and advise on products to meet client goals.
Listen for financial wellness opportunities and provide customized recommendations.
Attain activity, behavior and outcome goals while ensuring compliance and documentation.
Collaborate with branch teammates and partners to deepen client relationships.
Support branch operations and assist with Teller transactions as needed.
Participate in morning huddles and end-of-day debriefs; work Saturdays as directed.