Personal Banker (Spanish preferred)

KeyBank•Greenwood Village, CO

2d•Onsite

About The Position

The Personal Banker serves individuals and businesses in KeyBank communities by identifying clients’ financial needs and offering guidance and solutions to support their financial wellness. The role involves engaging clients in person and through proactive calling, attracting new clients, and developing relationships with existing clients based on their financial goals. The position is client-focused, sales-driven, and requires self-motivation, effective teamwork, confident communication, and a polished approach. The Personal Banker opens personal and business accounts and supports branch operations, including assisting with teller transactions as needed. The role works with branch teammates and business partners to acquire clients and deepen existing relationships, while following operational, risk, security, audit, and documentation requirements. The position is based at a branch and includes working Saturdays 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 and ability to educate clients on KeyBank digital platforms and capabilities.
Strong work ethic, integrity, time management, communication, relationship-building, client service, and judgment.
Ability to evaluate financial information, manage banking risks, handle cash transactions accurately, and attain sales and referral goals.
Ability to routinely and frequently operate a motor vehicle with a valid driver's license.

Nice To Haves

Spanish language ability is preferred, as indicated in the job title.
Bachelor's degree.
Comfort interacting with small business clients, overcoming objections, and asking fact-finding questions.
Notary license.

Responsibilities

Provide a strong client experience and be present with clients and teammates.
Identify financial wellness opportunities in client conversations and offer customized recommendations.
Meet individual activity, behavior, sales, and outcome goals.
Open personal and business accounts and offer applicable deposit and lending products.
Build partnerships with branch teammates and business partners to acquire clients and deepen existing relationships.
Manage internal and external centers of influence.
Follow operational, risk, security, audit, and documentation procedures and policies.
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 assigned duties and comply with KeyBank policies, procedures, values, and Code of Conduct.