Personal Banker

KeyBank • Pickerington, OH

13d • Onsite

About The Position

The Personal Banker serves as a trusted advisor and partner to individuals and businesses in KeyBank communities. The role engages clients in person and through proactive calling to understand their needs, provide tailored financial-wellness guidance, and help them work toward their financial goals. The Personal Banker attracts new clients and develops relationships with existing clients, supporting client confidence and financial wellness.

This is a client-first, sales-driven role requiring self-motivation, competitiveness, effective teamwork, and confident, polished communication. The position also supports branch operations, including assisting with teller-line transactions as needed, and follows operational, risk, security, audit, and documentation requirements. The job is based in a branch and may include Saturday work as directed by management.

Requirements

• High school diploma, GED, or equivalent business experience.
• At least 1 year of experience developing customer relationships, achieving sales goals, and building referral sources.
• Understanding of consumer credit, including loan-to-value, debt-to-income, and credit reports.
• Foundational knowledge of sales and service techniques, including tele-consulting, outside calling, prospecting, and networking.
• Demonstrated ability to influence business partners and leverage centers of influence.
• Working knowledge of PCs, Microsoft Windows, and Office products such as Word and Excel.
• Working knowledge of digital technology, including mobile devices, apps, and web browsing, and ability to educate clients about KeyBank digital platforms.
• Strong communication, time-management, relationship-building, client-service, and sales skills.
• Ability to evaluate financial information, identify client needs, recommend appropriate products and services, and manage banking risks.
• Ability to handle cash transactions accurately and efficiently.
• Valid driver's license and ability to routinely and frequently operate a motor vehicle.
• Ability to meet the physical demands of prolonged standing, frequent hand use and reaching, occasional bending and lifting, and lifting items weighing up to 30 pounds.

Nice To Haves

• Bachelor's degree.
• Comfort interacting with small business clients, overcoming objections, and asking fact-finding questions.
• Notary license.

Responsibilities

• Provide a strong client experience by being present and attentive with clients and teammates.
• Identify financial-wellness opportunities in client conversations and provide customized recommendations.
• Meet individual activity, behavior, sales, referral, and outcome goals.
• Open personal and business accounts and offer deposit and lending products, including checking, home equity, unsecured lending, and certificates of deposit.
• Build partnerships with branch teammates and other lines of business to acquire clients and deepen existing relationships.
• Manage internal and external centers of influence and support client referrals.
• Follow operational, risk, security, and audit policies and procedures, including documenting client interactions appropriately.
• Support branch operations, including assisting with client transactions on the Teller line as needed.
• Participate in and occasionally facilitate morning huddles and end-of-day debriefs.
• Work Saturdays as directed by management.
• Perform other duties as assigned and comply with KeyBank policies and its Code of Conduct.

Benefits

• Incentive compensation, which may include production, commission, and/or discretionary incentives.
• Benefits eligibility is referenced, but specific benefits are not listed.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED