Personal Banker

KeyBank • Littleton, CO

2d • $21 - $31 • 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 understand their needs and provide personalized guidance and solutions that support financial wellness, both in person and through proactive calling. As part of a branch team, the Personal Banker attracts new clients and builds and expands relationships with existing clients based on their financial goals.

This is a client-first, sales-driven role requiring self-motivation, competitiveness, effective teamwork, polished communication, and confidence. The position supports branch operations, helps clients with transactions as needed, and follows operational, risk, security, audit, and compliance policies. Regular and predictable attendance is essential, and work on Saturdays is required as directed by management. This position is based at a KeyBank branch.

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, including Word and Excel.
• Working knowledge of digital technology, including mobile devices, apps, and web browsing, and the ability to educate clients about Key digital platforms and capabilities.
• Knowledge of client accounts and banking relationships, and sound judgment when working with clients and transactions.
• Ability to attain sales and referral goals through appointments and quality conversations that lead to recommendations supporting clients’ financial wellness.
• Strong work ethic, integrity, and time-management skills.
• Ability to build and nurture client relationships, identify prospective clients, understand needs, and develop strategies to establish and deepen relationships.
• Ability to provide attentive client service and resolve issues promptly.
• Ability to evaluate financial information, understand clients’ financial health, identify investment opportunities, and recommend strategies.
• Ability to understand and manage 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 with a valid driver’s license.

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 impact of interactions on clients’ personal, professional, and financial well-being.
• Listen for 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 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 line-of-business partners to acquire clients and deepen existing relationships.
• Manage internal and external centers of influence effectively.
• 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.
• Maintain timely, regular, and predictable attendance and coordinate appointments during working hours with the manager as far in advance as possible.
• Perform other duties as assigned and comply with KeyBank policies and procedures, including professional and ethical conduct and acting in clients’ best interests.

What This Job Offers

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