Personal Banker

KeyBank • Highlands Ranch, CO

26d • Onsite

About The Position

The Personal Banker serves as a trusted advisor and financial wellness partner to individuals and businesses in the KeyBank community. The role engages clients in person and through proactive calling, listens for financial needs, and recommends customized banking solutions. The Personal Banker attracts new clients and develops existing relationships around clients’ financial goals, helping build confidence in their finances. This is a client-first, sales-driven role that requires self-motivation, competitiveness, effective teamwork, and polished communication.

The position is based at a branch in Highlands Ranch, Colorado. It supports branch operations, including helping with teller-line transactions as needed, and requires Saturday work as directed by management. The role is subject to KeyBank policies, procedures, compliance requirements, and other assigned duties.

Requirements

• High school diploma, GED, or equivalent business experience.
• At least 1 year of experience developing current and new 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, including partners in investment services, mortgage, and business banking.
• Working knowledge of PCs, MS Windows, and Microsoft 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 Key’s digital platforms and capabilities.
• Strong verbal and non-verbal communication, time management, relationship-building, client service, and cash-handling skills.
• Ability to evaluate financial information, identify client needs and opportunities, recommend appropriate products and strategies, and manage banking and transaction risks.
• Strong work ethic, integrity, sound judgment, and ability to attain sales and referral goals.
• Ability to routinely and frequently operate a motor vehicle with a valid driver’s license.
• Ability to meet the physical demands of the role, including prolonged standing, frequent hand use and forward reaching, occasional bending and lifting, and lifting 1–10 pounds frequently and up to 30 pounds occasionally.

Nice To Haves

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

Responsibilities

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

Benefits

• The position is eligible for incentive compensation, which may include production, commission, and/or discretionary incentives.
• The posting refers applicants to a benefits list for the benefits for which the position is eligible, but does not enumerate those benefits.

What This Job Offers

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