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Banking & Finance Financial Sales

Client-First Personal Banker & Financial Wellness Advisor

Job in New Haven, New Haven County, Connecticut, 06540, USA
Listing for: KeyBank
Full Time position
Listed on 2026-01-14
Job specializations:
  • Finance & Banking
    Banking & Finance, Financial Sales
  • Customer Service/HelpDesk
    Banking & Finance
Job Description & How to Apply Below
A financial services company in New Haven, Connecticut, seeks a Personal Banker to foster client relationships and enhance financial wellness. You will engage in conversations to discover clients’ needs, provide tailored solutions, and achieve sales goals. The role requires 1 year of relationship building experience, a strong customer focus, and adherence to bank compliance. This is a client-facing position where teamwork and communication are crucial for success.
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