Personal Banker

KeyBank • Meridian, ID

2d • $21 - $31 • Onsite

About The Position

The Personal Banker serves as a problem solver, trusted advisor, and partner to individuals and businesses in KeyBank communities. The role engages clients in meaningful conversations to identify their needs and provide personalized guidance and solutions that support financial wellness, 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.

This is a client-first, sales-driven role requiring self-motivation, competitiveness, effective teamwork, polished communication, and confidence. The Personal Banker supports branch operations, follows applicable compliance and risk procedures, and works to provide a positive client experience. The position is based at the branch at 3513 W Chinden Blvd, Meridian, Idaho 83646.

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 on KeyBank digital platforms and capabilities.
• Ability to routinely and frequently operate a motor vehicle with a valid driver’s license.
• Strong work ethic and high integrity.
• Excellent time-management skills.
• Strong verbal and non-verbal communication skills.
• Ability to 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 with the goal of being helpful.
• Notary license.

Responsibilities

• Provide a strong client experience by being present with clients and teammates and recognizing the potential impact of interactions.
• 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 related products, including consumer checking, small-business accounts, deposit products, home equity, unsecured lending, and certificates of deposit.
• Build partnerships with branch teammates and business partners to acquire 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 with client 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.
• Maintain timely, regular, and predictable attendance and coordinate appointment scheduling with management to minimize business disruption.
• Perform other duties as assigned and comply with KeyBank policies, procedures, and Code of Conduct.

Benefits

• Incentive compensation, which may include production, commission, and/or discretionary incentives.
• The position is eligible for a list of benefits linked in the job posting; specific benefits are not stated.

What This Job Offers

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