Trusted Financial Wellness Advisor

KeyCorp; Rigney Bluff (NY); On-site; USD 43,000 - 65,000; Full time

Job summary

KeyBank seeks 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 clients, delivering tailored financial solutions.

This role emphasizes strong client service, teamwork, and multi-channel outreach to meet sales goals and maintain compliance with bank policies.

Qualifications

• HS Diploma or GED required; Bachelor's preferred.
• 1+ year in sales/relationship building, achieving goals.
• Understanding of consumer credit and financial products.

Responsibilities

• Open personal and business accounts; grow client relationships.
• Provide tailored financial wellness recommendations to clients.
• Collaborate with branch teammates and partners to acquire and deepen relationships.

Skills

Client acquisition

Relationship building

Sales proficiency

Communication

Financial advisory

Education

High School Diploma / GED

Bachelor's Degree

Tools

MS Windows

MS Excel

MS Word

Office Suite

Job description

KeyBank seeks 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 clients, delivering tailored financial solutions.

This role emphasizes strong client service, teamwork, and multi-channel outreach to meet sales goals and maintain compliance with bank policies.