Personal Banker

KeyBank•Westport, CT

18d•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 deeper conversations to identify their needs and provide customized guidance and solutions that support their financial wellness, both in person and through proactive calling. As part of the branch team, the Personal Banker attracts new clients and develops and expands relationships with existing clients in line with their financial goals. This is a client-first, sales-driven position that requires self-motivation, competitiveness, effective teamwork, polished communication, and confidence. The Personal Banker opens personal and business accounts and related products, supports branch operations, and follows operational, risk, security, audit, and documentation requirements. The position is based in a branch and includes Saturday work as directed by management. The role requires a high school diploma, GED, or equivalent business experience, and at least one year of experience developing customer relationships, achieving sales goals, and building referral sources. A bachelor's degree and notary license are preferred. Compensation is an hourly base rate of $20.67–$31.25, with possible production, commission, and/or discretionary incentives. The stated location is 1071 Post Road East, Westport, Connecticut 06880.

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.
Strong work ethic, integrity, and time-management skills.
Ability to build and nurture client relationships, identify prospective clients, understand their needs, and develop strategies to convert them into long-term clients.
Ability to deepen existing client relationships by recommending products and services suited to clients' needs.
Ability to evaluate financial information, identify investment opportunities, and recommend strategies.
Understanding of risks associated with 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 and hold 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 specified lifting requirements.

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 and engage attentively with clients and teammates.
Identify financial wellness opportunities in in-person and telephone conversations and make 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 other lines of business to acquire clients and deepen existing relationships.
Manage internal and external centers of influence and collaborate with partners including Key Investment Services, Mortgage, and Business Banking professionals.
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 in-person morning huddles and end-of-day debriefs.
Work Saturdays as directed by management.
Perform other assigned duties and comply with KeyBank policies, procedures, values, and Code of Conduct.
Use sound judgment with client accounts and transactions, handle cash accurately, resolve client issues, and provide a positive banking experience.
Routinely and frequently operate a motor vehicle with a valid driver's license.