Personal Banker

KeyBank•New Haven, CT

12d•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 person and through proactive calling to identify financial needs, provide customized guidance, and support clients’ financial wellness. The Personal Banker attracts new clients and develops existing relationships around clients’ financial goals, contributing to their confidence in managing their finances. This is a client-first, sales-driven role requiring self-motivation, competitiveness, effective teamwork, and polished, confident communication. Responsibilities include opening personal and business accounts, recommending financial products and services, supporting branch operations, and complying with operational, risk, security, and audit procedures. The position is based in a branch and includes Saturday work as directed by management. The role may also include other duties as assigned, and duties or activities may change. The position requires a high school diploma, GED, or equivalent business experience; a bachelor’s degree is preferred. At least one year of experience developing customer relationships, achieving sales goals, and building referral sources is required. The role also requires consumer credit knowledge, sales and service skills, business-partner influence, and proficiency with PCs and digital technology. A notary license and experience working with small business clients are preferred. The position is eligible for a base hourly rate of $20.67–$31.25, with placement depending on factors such as skills, experience, and geographic location. Incentive compensation may also include production, commission, and/or discretionary incentives. KeyBank states that the position is eligible for benefits, but specific benefits are not listed in the posting.

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 experience influencing business partners and leveraging centers of influence.
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.
Strong client-service, communication, relationship-building, and sales skills.
Ability to attain sales and referral goals through appointments and quality conversations, and to recommend solutions supporting clients’ financial wellness goals.
Strong work ethic, integrity, time-management skills, and sound judgment with client accounts and transactions.
Ability to evaluate financial information, identify opportunities, recommend strategies, and manage banking and transaction risks.
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 stated physical demands, including prolonged standing, frequent hand use and reaching, and occasional bending and lifting.

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 with clients and teammates.
Identify financial wellness opportunities in 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.
Partner with branch teammates and other lines of business to acquire clients and deepen existing 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 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 duties as assigned and comply with KeyBank policies, procedures, and Code of Conduct.