Personal Banker

KeyBank • New Haven, CT

14d • $21 - $31 • Onsite

About The Position

The Personal Banker helps individuals and businesses in KeyBank communities move forward in their financial journey. The role focuses on building trust through client conversations, identifying financial wellness needs, and providing customized guidance and solutions in person and through proactive calling. The Personal Banker attracts new clients and develops relationships with existing clients based on their financial goals.

This is a client-first, sales-driven position that requires self-motivation, confidence, polished communication, and effective teamwork. Responsibilities include opening personal and business accounts, supporting branch operations, building partnerships with branch teammates and other business lines, and meeting individual activity and sales goals. The position also requires compliance with operational, risk, security, and audit policies and procedures.

Requirements

• High school diploma, GED, or equivalent business experience.
• At least 1 year of experience developing new and existing 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.
• Working knowledge of PCs, Microsoft Windows, and Office products, including 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.
• Knowledge of client accounts and banking relationships, and sound judgment with clients and transactions.
• Ability to attain sales and referral goals through appointments and quality conversations, using lead lists, walk-ins, and professional contacts.
• Strong work ethic, integrity, and time management skills.
• Ability to build and nurture client relationships, identify prospects, understand needs, and develop long-term relationships.
• Ability to provide attentive client service and resolve issues promptly.
• Ability to evaluate financial information, understand client financial health, identify investment opportunities, and recommend strategies.
• Ability to understand and manage risks related to banking operations and client transactions.
• Strong verbal and non-verbal communication skills.
• Ability to handle cash transactions accurately and efficiently.
• Ability to routinely and frequently operate a motor vehicle with a valid driver's license.
• Ability to meet the physical demands of prolonged standing, frequent hand use and forward reaching, occasional bending and lifting, and frequent lifting of 1–10 pounds and occasional lifting of up to 30 pounds.

Nice To Haves

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

Responsibilities

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

What This Job Offers

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