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Financial Sales Banking & Finance

Financial Wellness Advisor

Job in Westlake, Cuyahoga County, Ohio, 44145, USA
Listing for: KeyBank
Full Time position
Listed on 2026-01-13
Job specializations:
  • Finance & Banking
    Financial Sales, Banking & Finance
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A major banking institution in Westlake, Ohio, is seeking a motivated Personal Banker to engage with clients and foster financial wellness. Candidates should have strong sales experience, excellent communication capabilities, and a desire to build long-lasting relationships. Responsibilities include opening accounts, providing personalized financial guidance, and ensuring compliance with banking policies. This position also emphasizes teamwork and client service, making it essential to act in the client's best interests at all times.
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