banking advisor

PNC Financial Services Group

Job Profile
<br><br>
Position Overview
<br>At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Banking Advisor II within PNC's Private Banking organization, you will be based in Pittsburgh, PA.
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PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals.
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PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.
<br><br>
Job Description
<br>Identifies and provides guidance and advice on appropriate credit and cash management solutions for current and prospective high-net worth clients as part of a broader Private Banking team.
<br>With limited supervision from Senior Banking Advisors, meets with internal and external clients to introduce and sell AMG banking products and services. Builds relationships with internal and external partners, clients and COIs.
<br>Makes day-to-day decisions in supporting clients with banking transactions. Handles the origination, financial analysis, negotiation and documentation of credit and non-credit banking products and services.
<br>Manages/monitors book of business to ensure client satisfaction, client retention and expansion of sales revenue.
<br>Demonstrates ability to analyze, evaluate, and mitigate credit risk for credit requests by utilizing knowledge of advanced credit fundamentals and internal credit policies. Ensures compliance with current banking policies and regulations.
<br><br>
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
<br>Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
<br>Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
<br><br>
Qualifications
<br><br>
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
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Preferred Skills Book Of Business, Client Satisfaction, Customer Retentions, Financial Management, Financial Performance, Portfolio Management, Sales Process
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Competencies Client Relationship Management, Decision Making and Critical Thinking, Effective Communications, Managing Multiple Priorities, Problem Solving, Products and Services, Selling.
<br><br>
Work Experience Roles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience. Certifications are often desired. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
<br><br>
Education Bachelors
<br><br>
Certifications No Required Certification(s)
<br><br>
Licenses No Required License(s)
<br><br>
Benefits
<br>PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.
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In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
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To learn more about these and other programs, including benefits for full time and part-time employees, visit pncthrive.com .
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Disability Accommodations Statement
<br><br>
If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com . Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call 877-968-7762 and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
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At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
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Equal Employment Opportunity (EEO)
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PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
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This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
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California Residents
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Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

Banking Advisor II (MLO)

Premier America Credit Union

<div>Description:
<p><b>
Title:</b> <b>Personal Banker II &ndash; Fulltime &ndash; Jones Road</b></p><p><b>
Overview:</b></p><p>
We are seeking a dynamic <b>Personal Banker II,</b> who is an experienced branch banking advisor in establishing, developing, and retaining relationships with members to help meet their financial goals. The right candidate will have the ability to develop and retain financial relationships with members to help attain department goals.</p><p><b>
What You Will Do:</b></p><ul><li>
Performs Teller and referral functions, opens new accounts and loan applications to build relationships and drive growth and sales opportunities.</li><li>
Accurately count cash, checks, and package coins and currency.</li><li>
Balance daily transactions and verify that cash totals are correct.</li><li>
Promotes, educates, and refers on credit union financial products and services to members in the community based on their needs as determined from member interviews.</li><li>
Assumes responsibility for performing a broad variety of Teller transactions including deposits, withdrawals, transfers, and loan payments, sells cashier's checks with a high degree of accuracy in accordance with CU's policies and procedures, including robbery procedures.</li></ul>
Requirements:
<p><b>
What We Are Looking For:</b></p><ul><li>
High School degree or equivalent.</li><li>
6 months to 1 year of branch banking experience (with platform experience preferred).</li><li>
Strong track record of delivering exceptional member service.</li><li>
Demonstrated success meeting or exceeding sales goals.</li><li>
Cash Handling experience and responsibilities required.</li><li>
Strong customer service skills; comfortable multi-tasking; ability to work independently and as part of a team.</li><li>
Proven capability in a relationship focused sales environment.</li><li>
Branch Hours &ndash; Mon-Thurs: 9am-5pm, Fri: 9am-6pm, Sat: 9am-1pm</li></ul><p><b>
Perks Important to You:</b></p><p>
Our Team Members enjoy the following rewards and benefits:</p><ul><li>
Competitive pay</li><li>
Subsidized health care including medical, dental and vision</li><li>
FSA and HSAbranch</li><li>
Pet Insurance</li><li>
Company-Paid Life and A&amp;D insurance</li><li>
Discounts on loans (must be a member)</li><li>
Paid Vacation, Holiday, and Sick time</li><li>
401k Retirement Saving Plan with a 6% safe harbor employer match</li><li>
Educational Assistance Program and more!</li></ul><p>
Premier America Credit Union will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of the Los Angeles Fair Chance Initiative for Hiring (Ban the Box) Ordinance.</p><p>
EOE Veteran / Disabled</p><p>
Drug-free Workplace</p></div>

Personal Banker II - Fulltime - Jones Road

KeyBank

<div><p><b>Location:</b></p>
6666 North Ridge Road - Madison, Ohio 44057<p></p><p><b>
Job Summary</b><br>
Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. Personal Bankers engage clients in deeper conversations to uncover needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts. As part of the branch team, the Personal Banker will work toward attracting new clients to Key and work with existing clients to develop and expand relationships based on their unique financial goals, leading to client confidence in their finances. The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual. Strong and effective teamwork, paired with communication polish and confidence, are critical for this role. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey. We take pride in serving our clients and making them feel that no bank will fight harder for them.<br>
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<b>Essential Functions</b></p><ul><li>
Embodies a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their day, personally, professionally, and financially.</li><li>
Listen for clues for financial wellness opportunities during in-person and over the phone client conversations and provide effective and customized financial wellness recommendations to clients.</li><li>
Consistently attains individual activity, behavior, and outcome goals and expectations.</li><li>
Opening personal and business accounts (consumer checking, small business, various deposit products, home equity, unsecured lending, certificates of deposit, etc.).</li><li>
Developing strong partnerships with branch teammates and line of business partners &ndash; focusing on client acquisition and deepening the relationship of current clients; effectively managing internal and external centers of influence.</li><li>
Ensuring compliance with operational, risk, security and audit procedures and policies including appropriate documentation of client interactions.</li><li>
Support of branch operations including assisting with client transactions on the Teller line as needed.</li><li>
Participate in and occasionally facilitate in-person morning huddles and end of day debriefs.</li><li>
Work on Saturdays as directed by management.</li><li>
Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice</li><li>
Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key&rsquo;s clients and Key.</li></ul><p><b><br>
Education</b></p><ul><li>
High School Diploma , GED or equivalent business experience (required) or</li><li>
Bachelor's Degree (preferred)</li></ul><p><b><br>
Work Experience</b></p><ul><li>
Minimum of 1 year experience in developing current and new customer relationships, achieving sales goals, and building referral sources. Experience with sales is more important than financial services experience. KeyBank provides the tools and training, but we need relationship builders with a curious nature who are great at sparking conversations. (required)</li><li>
Understanding of consumer credit - including loan to value, debt to income and credit reports. (required)</li><li>
Foundational knowledge of sales and service techniques with clients, including tele-consulting, outside calling, prospecting, and networking. (required)</li><li>
Comfortable interacting with small business clients, overcoming objection, and asking fact-finding questions with the goal of being helpful. (preferred)</li><li>
Demonstrated experience with influencing business partners and leveraging centers of influence, as this role will require significant influence of partners such as Key Investment Services, Mortgage and Business Banking sales professionals. (required)</li><li>
Working knowledge of PCs (MS Windows and Office Products including Word, Excel, etc.). (required)</li><li>
Working knowledge of digital technology (mobile, apps, web-based browsing) and ability to educate clients on digital platforms and capabilities within Key (required)</li></ul><p><b><br>
Licenses and Certifications</b></p><ul><li>
Notary License (preferred)</li></ul><p><b><br>
Skills</b></p><ul><li>
Is knowledgeable about the client&rsquo;s accounts and business with the bank and uses sound judgment with clients and transactions.</li><li>
Demonstrated ability to attain sales and referral goals through preset appointments and quality conversations leading to recommendations that support clients&rsquo; financial wellness goals, leveraging system generated lead lists, walk-ins, and professional contacts.</li><li>
Strong work ethic and high level of integrity.</li><li>
Excellent time management skills.</li><li>
Building and nurturing relationships with clients including identifying potential clients, engaging with them to understand their needs, and developing strategies to convert them into long-term clients. It also includes deepening relationships with existing clients by offering additional products and services that meet their evolving needs.</li><li>
Being attentive to client needs, resolving issues promptly, and ensuring a positive banking experience. Excellent client service helps build trust and encourages clients to continue banking with KeyBank.</li><li>
Ability to evaluate financial information to understand clients' financial health, identify investment opportunities, and recommend strategies.</li><li>
Understanding and managing risks associated with banking operations and client transactions.</li><li>
Strong verbal and non-verbal communication skills to understand clients' needs and recommend appropriate banking products and services.</li><li>
Accurate and efficient handling of cash transactions.</li></ul><p><b><br>
Core Competencies</b></p><ul><li>
All KeyBank employees are expected to demonstrate Key&rsquo;s Values and abide by Key&rsquo;s Code of Conduct.</li></ul><p><b><br>
Physical Demands</b></p><ul><li>
Consumer Retail - Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 &ndash; 10 lbs., occasional lifting of up to 30 lbs.</li></ul><p><b><br>
Driving Requirements</b></p><ul><li>
Ability to routinely and frequently operate a motor vehicle with a valid driver's license.</li></ul><p><b><br>
Work Location Category</b></p><p></p><ul><li>
Branch</li></ul><p></p><p>
COMPENSATION AND BENEFITS</p>
This position is eligible to earn a base hourly rate in the range of $20.67 - $31.25 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation which may include production, commission, and/or discretionary incentives.<p></p><p>
Please click here for a list of benefits for which this position is eligible.</p><p></p>
Job Posting Expiration Date: 07/31/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.<p></p><p>
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.</p></div>

Personal Banker

FirstRand

<div><h1 class="jobSectionHeader"><b>Job Description</b></h1><p></p>
To provide a positive customer experience by being helpful and sensitive to customer needs, expectation and providing product solutions including directing customers to the correct channel (eChannels and Self Service) whilst adhering to policy and process.<div><div><p><b>
Hello Future Universal Advisor</b></p></div><p></p><div><p>
Welcome to <b>FNB</b>, the home of the <b>#changeables</b>. We are a trusted partner, deeply invested in creating a better world by delivering innovative, integrated, and customer-centric financial solutions.</p></div><div><p>
As part of our <b>FNB Points of Presence (POP)</b> team, you will be surrounded by unique talent in an inclusive environment that values diversity and collaboration. This role focuses on delivering a seamless, exceptional customer experience within a branch environment while proactively identifying customer needs and providing appropriate banking solutions.</p></div><div><p>
As a <b>Universal Advisor</b>, you will be responsible for delivering compliant sales and service solutions to walk-in and existing customers in a high-volume service environment. You will ensure every interaction is value-driven, ethical, and aligned to FAIS, FICA, Treating Customers Fairly (TCF) principles, and FNB governance while actively promoting digital and self-service channels.</p></div><div><p>
Now&rsquo;s the time to imagine your potential in a team where you can become the best version of yourself.</p></div><p></p><div><p><b><br>
Are you someone who can:</b></p></div><div><ul><li><p>
Engage customers in a positive and professional manner by being helpful</p></li></ul></div><div><ul><li><p>
by living up to our brand promise of &ldquo;How can we help you?&rdquo; at all times</p></li></ul></div><div><ul><li><p>
Understand customer needs to identify, sell, and cross-sell products aligned to customer needs and provide appropriate banking and financial solutions</p></li></ul></div><div><ul><li><p>
Educate customers on the correct banking platforms suited to their needs to proactively migrate customers to digital, e-Channels, and self-service platforms</p></li></ul></div><div><ul><li><p>
Fulfil transactions above set benchmarks while delivering exceptional service</p></li></ul></div><div><ul><li><p>
Manage leads, referrals, and customer follow-ups within agreed turnaround times</p></li></ul></div><div><ul><li><p>
Maintain accurate customer records and ensure compliance with FAIS, FICA, TCF, and internal governance</p></li></ul></div><div><ul><li><p>
Always conduct yourself in an ethical and professional manner</p></li></ul></div><div><ul><li><p>
Take accountability for personal performance, learning, and career development</p></li></ul></div><div><ul><li><p>
Stay informed on product offerings, systems, and industry developments</p></li></ul></div><div><ul><li><p>
Contribute to team success and adapt to changing customer and business needs</p></li></ul></div><p></p><div><p><b><br>
Qualification &amp; Experience Requirement</b></p></div></div><div><div><ul><li><p><b>
Minimum Qualification: Grade 12/ NQF Level 4</b></p></li></ul></div><div><ul><li><p><b>
Preferred Qualification: NQF Level 5 Certificate</b> in Banking, Business Administration, Customer Service, or related fields recognized by FAIS</p></li></ul></div><div><ul><li><p><b>
1&ndash;3 years of experienc</b>e in customer‑facing environments, service delivery, or client support within financial services</p></li></ul></div><p></p><div><p><b><br>
You will be an ideal candidate if you</b><b> </b><b>possess</b><b> </b><b>the following:</b></p></div><div><ul><li><p>
Strong understanding of FAIS, TCF principles, and regulatory compliance</p></li></ul></div><div><ul><li><p>
Proven ability to meet sales, service, and customer experience targets</p></li></ul></div><div><ul><li><p>
Must not be an unrehabilitated insolvent</p></li></ul></div><p></p><div><p><b><br>
You will have access to:</b></p></div><div><ul><li><p>
Opportunities to build strong customer relationships within a dynamic POP environment</p></li></ul></div><div><ul><li><p>
A challenging, fast-paced branch setting</p></li></ul></div><div><ul><li><p>
Continuous learning and development aligned to your career path</p></li></ul></div><div><ul><li><p>
Opportunities to make a meaningful impact as a brand ambassador within a local market</p></li></ul></div><p></p><div><p><b><br>
You can be a match if you are:</b></p></div><div><ul><li><p>
Client-focused with a strong ethical mindset</p></li></ul></div><div><ul><li><p>
Passionate about service excellence and problem-solving</p></li></ul></div><div><ul><li><p>
Confident in needs-based selling and solution delivery</p></li></ul></div><div><ul><li><p>
Agile, adaptable, and comfortable in a high-volume environment</p></li></ul></div></div><div><div><ul><li><p>
A strong communicator with excellent interpersonal skills</p></li></ul></div><div><ul><li><p>
Results-driven with strong planning and organisational skills</p></li></ul></div><div><ul><li><p>
Detail-oriented with high compliance awareness</p></li></ul></div><div><ul><li><p>
Able to work independently and collaboratively within a team</p></li></ul></div><p></p><div><p><b><br>
Apply now</b> if you are ready to take the next step in your career as an <b>FNB Points of Presence: Universal Advisor</b>. We look forward to engaging with you!</p></div><div><p>
All appointments will be made in line with <b>FirstRand Group&rsquo;s Employment Equity Plan</b>. The Bank supports the recruitment and advancement of individuals with disabilities. Candidates may disclose disability information on a voluntary basis. This information will be kept confidential unless required by law.</p></div></div><p></p><h1 class="jobSectionHeader"><b><br>
Important Closing Date Note</b></h1><p><b>
Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.</b></p>
16/05/26<p></p><div><div><div><div><div><div><div><p>
All appointments will be made in line with FirstRand Group&rsquo;s Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.</p></div></div></div></div></div></div></div></div>

Universal Advisor

UMB Financial Corporation

<div><p><b>Personal Bankers</b> at UMB are experts at building customer relationships and recommending and selling products and services. Personal Bankers use their product knowledge and every interaction to identify needs and offer financial solutions to help customers secure their financial well-being while making banking easy.</p><p></p><p>
UMB&rsquo;s branches offer many opportunities to expand your financial education &amp; grow your career within Consumer banking and UMB. We believe questions nurture conversations, leading the way to meaningful financial recommendations for our customers. Relationship banking is not a one-size-fits-all approach; we differentiate ourselves by delivering the unparalleled customer experience.</p><p></p><p>
Just as you&rsquo;ll play an important role in achieving UMB&rsquo;s business objectives, we&rsquo;re committed to helping you achieve your own goals. As a Personal Banker, you&rsquo;ll receive extensive training on UMB&rsquo;s products and services, the sales process, and offering financial solutions. You can also expect to work closely with UMB leaders, learning from their mentorship and expertise.</p><p></p><div><b>
How you will spend your time:</b><br>
<ul><li>Asking personalized questions to convert transactions, account maintenance and other routine service requests into cross-sell conversations that deepen client relationships while meeting the customers needs</li><li>Personally creating sales opportunities by calling leads, visiting businesses to offer workplace banking, and developing referral networks</li><li>Achieving your daily key performance metrics while balancing competing priorities</li><li>Learning processes like transactions, managing a cash drawer and completing bank documentation that you consistently perform according to industry and legal standards</li><li>Other job duties as assigned</li></ul></div><p></p><div><b><br>
We&rsquo;re excited to talk to you if:</b><br>
<ul><li>You thrive in a high-energy, sales-driven team, and leverage daily coaching and feedback to polish your sales outcomes</li><li>You use your expert product knowledge and conversation skills to build upon your customers' needs and make a true difference in their financial lives</li><li>You communicate in a compelling manner, project a positive image, and enjoy solving problems and creating positive outcomes</li><li>You demonstrate attention to detail whether completing documents or explaining features and benefits</li><li>You have a HS Diploma or equivalent</li><li>You have one year of experience in a retail environment engaging with customers and making product recommendations that lead to sales or relevant experience</li><li>You have reliable transportation and ability to work branch hours, including weekends and some evenings</li><li>You have the ability to obtain NMLS registration within 90 days</li></ul></div><p></p><p><b><br>
Compensation Range:</b></p>
$29,530.00 - $56,950.00<p></p><p><i>
The posted compensation range on this listing represents UMB&rsquo;s standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information</i></p><p></p><p>
UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary.</p><p></p><p><b>
Are you ready to be part of something more?</b><br>
You're more than a means to an end&mdash;a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.</p><p></p><p><i>
UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to </i><i>talentacquisition@umb.com</i><i> to let us know the nature of your request.</i></p><p></p><p><i>
If you are a California resident, please visit our </i>Privacy Notice for California Job Candidates<i> to understand how we collect and use your personal information when you apply for employment with UMB.</i></p></div>

Personal Banker I

BMO Financial Group

<div><div><div><div><div><div><div><div><p>Application Deadline:
</p></div></div></div></div></div></div></div>05/28/2026
<p></p><p>Address:
</p>228 S Main Street
<p></p><p>Job Family Group:
</p>Retail Banking Sales &amp; Service
<p></p><p>Spanish speaking required
</p><p></p><p>Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives.
</p><p></p><ul><li>Collaborates with BMO partners to identify referral opportunities that further grow the customer&rsquo;s relationship with BMO beyond personal banking.
</li><li>Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO.
</li><li>As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice.
</li><li>Meets customer transaction-based needs with seamless execution.
</li><li>Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.
</li><li>Contributes to meeting branch business results and the customer experience.
</li><li>Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).
</li><li>Acts as a key member of a collaborative and versatile branch and market team.
</li><li>Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
</li><li>Organizes work information to ensure accuracy and completeness.
</li><li>Takes the initiative to find creative approaches that make each customer&rsquo;s experience feel personal.
</li><li>Looks for ways to contribute to the ongoing improvement of the overall customer experience.
</li><li>Contributes to business results and the overall experience delivered.
</li><li>May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.
</li><li>Follows through on risk and compliance processes and policies to ensure we safeguard our customers&rsquo; assets, maintain their privacy, and act in their best interest.
</li><li>Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.
</li><li>Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.
</li><li>Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
</li><li>Complies with legal and regulatory requirements for the jurisdiction.
</li><li>Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.
</li><li>Completes complex &amp; diverse tasks within given rules/limits.
</li><li>Analyzes issues and determines next steps; escalates as required.
</li><li>Broader work or accountabilities may be assigned as needed.
</li><li>Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.
</li></ul><p><b>Qualifications:
</b></p><p><b>Spanish speaking required
</b></p><ul><li>Typically between 1 &ndash; 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience.
</li><li>Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction.
</li><li>Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.
</li><li>Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience.
</li><li>Basic knowledge of specialized sales and business banking solutions to refer to specialists.
</li><li>Passionate commitment to helping customers.
</li><li>Drive to deliver a personal customer experience.
</li><li>A focus on results and the ability to thrive in a consultative sales and team-based environment.
</li><li>Resourceful self-starter with courage and confidence to approach customers.
</li><li>Readiness to collaborate and work in different capacities as part of a team.
</li><li>Strong interpersonal skills, including the ability to build rapport and connections with customers.
</li><li>An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.
</li><li>Basic specialized knowledge.
</li><li>Verbal &amp; written communication skills - Good.
</li><li>Organization skills - Good.
</li><li>Collaboration &amp; team skills - Good.
</li><li>Analytical and problem solving skills - Good.
</li></ul><p></p><p><b>Salary </b><b>:
</b></p>$41,714.00 - $50,000.00
<p></p><p><b>Pay Type:
</b></p>Salaried
<p></p><p>The above represents BMO Financial Group&rsquo;s pay range and type.
</p><p></p><p>Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group&rsquo;s expected target for the first year in this position.
</p><p></p><p>BMO Financial Group&rsquo;s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards
</p><p></p><p><b>About Us
</b></p><p></p><p>At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
</p><p></p><p>As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one &ndash; for yourself and our customers. We&rsquo;ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we&rsquo;ll help you gain valuable experience, and broaden your skillset.
</p><p></p><p>To find out more visit us at http://jobs.bmo.com/us/en
</p><p></p><p>BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
</p><p></p><p>BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information.
</p><p></p><p>Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.</p></div>

Associate Banker

<div><p><b>Location:</b></p>
2501 Tongass Avenue - Ketchikan, Alaska 99901<p></p><p><b>
Job Summary</b><br>
Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. FWA's split their time between client servicing and transaction support (70% of time), and engaging clients in deeper conversation to uncover needs and provide guidance and solutions to assist in client's financial wellness, both in person and through proactive calling efforts (30% of time). As part of the branch team in a hybrid platform role, the FWA works closely with branch leadership and teammates to prioritize high-impact activities, ensuring their time is used strategically to support branch performance. Success in this role depends on effective branch choreography&mdash;clear coordination among team members to ensure time is spent in alignment with business priorities and client needs. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey. We take pride in serving our clients and making them feel that no bank will fight harder for them.<br>
<br>
<b>Essential Functions</b></p><ul><li>
Embodies a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their day, personally, professionally, and financially.</li><li>
Accepts and accurately processes all financial service transactions, while identifying opportunities during the transaction to deepen and expand the client relationship.</li><li>
Acts as a resource to identify and resolve more complex client servicing issues.</li><li>
Listens for clues for financial wellness opportunities during client conversations and then appropriately transitions the clients either individually or to a Banker; Provides effective and customized financial wellness recommendations to clients.</li><li>
Consistently attains individual activity, behavior, and outcome goals and expectations.</li><li>
Participates in and occasionally facilitates in-person morning huddles and end-of-day debriefs.</li><li>
Follows compliance, audit, and security procedures, balances cash drawer within balancing guidelines.</li><li>
Develops strong partnerships with branch teammates and line of business partners &ndash; focusing on client acquisition and deepening the relationship of current clients; effectively manages internal and external centers of influence.</li><li>
Reviews and maintains knowledge of product guides, fees, and policies to stay current on offerings.</li><li>
Work on Saturdays as directed by management.</li><li>
Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice</li><li>
Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key&rsquo;s clients and Key.</li></ul><p><b><br>
Education</b></p><ul><li>
High School Diploma GED, or equivalent business experience (required)</li></ul><p><b><br>
Work Experience</b></p><ul><li>
Experienced in developing current and new client relationships, achieving sales goals, and building referral sources- through techniques such as tele-consulting, outside calling, prospecting and networking. (required)</li><li>
Experienced in cash handling. (required)</li><li>
General understanding of PC with Windows based applications and calculator. (required)</li><li>
Working knowledge of digital technology (mobile, apps, web-based browsing) and ability to educate clients on digital platforms and capabilities within Key. (required)</li></ul><p><b><br>
Licenses and Certifications</b></p><ul><li>
Notary License within 180 Days (preferred)</li></ul><p><b><br>
Skills</b></p><ul><li>
Knowledgeable about the client&rsquo;s accounts and business with the bank and uses sound judgment with clients and transactions.</li><li>
Exhibits strong sales and service skills, presenting products and services while proactively educating clients on utilizing available access channels (e.g., ATM, Online, and Telephone Banking).</li><li>
Strong work ethic and high level of integrity.</li><li>
Excellent time management skills.</li><li>
Promoting and supporting clients' overall financial health through education, planning, and tailored financial strategies.</li><li>
Knowledge of various financial products such as loans, credit cards, and investment options, and the ability to recommend suitable products to clients.</li><li>
Educating clients on financial concepts, products, and services to empower them to make informed decisions.</li><li>
Developing trust and rapport with clients through consistent, personalized interactions and effective communication.</li><li>
Accurately processing cash transactions, maintaining cash drawer balance, and ensuring security and compliance in cash operations.</li><li>
Strong communication, trust-building, and relationship management skills to foster strong advisor-client relationships.</li><li>
Ability to gain market insight and spot trends to provide sound financial strategies.</li></ul><p><b><br>
Core Competencies</b></p><ul><li>
All KeyBank employees are expected to demonstrate Key&rsquo;s Values and abide by Key&rsquo;s Code of Conduct.</li></ul><p><b><br>
Physical Demands</b></p><ul><li>
Consumer Retail - Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 &ndash; 10 lbs., occasional lifting of up to 30 lbs.</li></ul><p><b><br>
Driving Requirements</b></p><ul><li>
May need to drive to multiple locations in a single day; ability to operate a motor vehicle with a valid driver's license required.</li></ul><p><b><br>
Work Location Category</b></p><p></p><ul><li>
Office-Based</li></ul><p>
#INDPB</p><p></p><p>
COMPENSATION AND BENEFITS</p>
This position is eligible to earn a base hourly rate in the range of $19.23 - $28.37 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation which may include production, commission, and/or discretionary incentives.<p></p><p>
Please click here for a list of benefits for which this position is eligible.</p><p></p>
Job Posting Expiration Date: 07/17/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.<p></p><p>
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.</p></div>

Financial Wellness Associate

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