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Financial Wellness Advisor - Personal Banking & Growth

KeyBank, Mahopac, NY, United States


A financial institution seeks a Personal Banker in Mahopac, NY who will serve as a trusted advisor to clients. This role requires engaging clients to understand their financial needs and offering customized guidance, working towards client acquisition and relationship building. Candidates should possess at least 1 year of experience in sales or developing customer relationships. A high school diploma is required, while a bachelor's degree is preferred. The role involves operational support and compliance, with strong teamwork and communication skills being essential. #J-18808-Ljbffr