Personal Banker

KeyBank • Denver, CO

6d • $21 - $31 • Onsite

About The Position

Personal Bankers serve as trusted advisors and partners to individuals and businesses in KeyBank communities. They engage clients in person and through proactive calling to uncover financial needs and provide customized guidance and solutions that support financial wellness. As part of a branch team, they attract new clients and develop existing relationships around clients’ financial goals. The role is client-first, sales-driven, and self-motivated, with teamwork, communication skills, and confidence essential to success.

The position includes opening consumer and business accounts, identifying opportunities to deepen client relationships, achieving activity and sales goals, and supporting branch operations. Personal Bankers follow operational, risk, security, audit, and documentation procedures, and work Saturdays as directed by management. The role is based at a KeyBank branch in Denver, Colorado.

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.
• 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 KeyBank digital platforms and capabilities.
• Strong verbal and non-verbal communication skills.
• Strong work ethic, integrity, and time management skills.
• Ability to attain sales and referral goals through appointments and quality conversations, using lead lists, walk-ins, and professional contacts.
• Ability to build and nurture client relationships, identify prospective clients, understand needs, and develop strategies to convert them into long-term clients.
• Ability to provide attentive client service, resolve issues promptly, and support a positive banking experience.
• Ability to evaluate financial information, understand clients’ financial health, identify investment opportunities, and recommend strategies.
• Understanding of risks associated with banking operations and client transactions.
• 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 reaching, occasional bending and lifting from floor height, 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 with the goal of being helpful.
• 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, 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 clients with teller transactions as needed.
• Participate in and occasionally facilitate in-person morning huddles and end-of-day debriefs.
• Work Saturdays as directed by management.
• Comply with KeyBank policies and procedures, act professionally and ethically, avoid conflicts of interest, and act in clients’ best interests.
• Perform other duties as assigned; duties and responsibilities may change.

What This Job Offers

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