Personal Banker

KeyBank • Grove City, OH

6d • Onsite

About The Position

The Personal Banker serves as a trusted advisor to individuals and businesses in KeyBank communities, helping clients identify financial needs and providing customized guidance and solutions to support their financial wellness. The role engages clients in person and through proactive calling, attracts new clients, and develops relationships with existing clients based on their financial goals.

As a member of the branch team, the Personal Banker works toward individual activity, behavior, and outcome goals; opens personal and business accounts and other banking products; and partners with branch teammates and other lines of business to acquire clients and deepen relationships. The role also supports branch operations, including assisting with teller-line transactions as needed, and follows operational, risk, security, audit, and documentation requirements.

This position is based in a KeyBank branch in Grove City, Ohio. It requires Saturday work as directed by management. The position is eligible for a base hourly rate of $20.67–$31.25, plus incentive compensation that may include production, commission, and/or discretionary incentives.

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 experience influencing business partners and leveraging centers of influence.
• Working knowledge of PCs, MS 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.
• Ability to routinely and frequently operate a motor vehicle with a valid driver's license.
• Strong work ethic, integrity, time management, communication, relationship-building, client-service, and risk-management skills.
• Ability to attain sales and referral goals through appointments and quality conversations, using system-generated lead lists, walk-ins, and professional contacts.
• Ability to evaluate financial information, understand client needs, recommend appropriate banking products and services, and handle cash transactions accurately and efficiently.

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, and outcome goals and expectations.
• 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.
• Follow operational, risk, security, and audit procedures and policies, 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.
• Comply with KeyBank policies and procedures, conduct business ethically, act professionally, avoid conflicts of interest, and act in the best interests of clients and Key.
• Perform other duties as assigned.

Benefits

• Incentive compensation may include production, commission, and/or discretionary incentives.
• The position is eligible for KeyBank benefits; specific benefits are not listed in the posting.

What This Job Offers

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