Personal Banker

KeyBank • Spencerport, NY

12d • $21 - $31 • 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 meaningful conversations to identify financial wellness needs and provide customized guidance and solutions, both in person and through proactive calling. As part of the branch team, the Personal Banker attracts new clients and develops existing relationships around clients’ financial goals. The position is client-first, sales-driven, self-motivated, and competitive, and relies on effective teamwork, polished communication, and confidence.

The Personal Banker opens personal and business accounts, builds partnerships with branch teammates and other lines of business, and supports branch operations, including teller transactions as needed. The role follows operational, risk, security, audit, and documentation procedures, participates in branch huddles and debriefs, and works Saturdays as directed by management. Other duties may be assigned.

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.
• Experience influencing business partners and leveraging centers of influence, including investment, mortgage, and business banking partners.
• 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 digital platforms and capabilities.
• Ability to routinely and frequently operate a motor vehicle with a valid driver's license.
• Strong work ethic and integrity, time management, communication, relationship-building, client service, financial assessment, risk management, and cash-handling skills.

Nice To Haves

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

Responsibilities

• Provide a strong client experience and be present with every client and teammate.
• Identify financial wellness opportunities in in-person and phone conversations and provide customized recommendations.
• Meet individual activity, behavior, and outcome goals.
• Open personal and business accounts and offer relevant deposit and lending products.
• Build partnerships with branch teammates and line-of-business partners to acquire clients and deepen existing relationships.
• Manage internal and external centers of influence.
• Follow operational, risk, security, audit, and documentation policies and procedures.
• 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.
• Comply with KeyBank policies and procedures, act ethically and professionally, avoid conflicts of interest, and act in clients’ best interests.
• Perform other duties as assigned.

What This Job Offers

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