Personal Banker

KeyBank•Littleton, CO

1d•Onsite

About The Position

The Personal Banker serves individuals and businesses in KeyBank communities as a problem solver, trusted advisor, and financial wellness partner. The role engages clients in person and by phone to understand their needs and provide customized financial guidance and solutions. The Personal Banker attracts new clients and develops relationships with existing clients around their financial goals, helping build confidence in their finances. This is a client-first, sales-driven position requiring self-motivation, competitiveness, effective teamwork, and polished, confident communication. The role is based in a branch and includes supporting branch operations and assisting clients with transactions as needed. Work location: 7551 Shaffer Parkway, Littleton, Colorado 80127. 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 understanding consumer credit, sales and service techniques, partner influence, PC and office software, and digital technology. A notary license and experience working with small business clients are preferred. The base hourly pay range is $20.67–$31.25, with incentive compensation that may include production, commission, and/or discretionary incentives. The position is eligible for benefits; specific benefits are not listed in the posting.

Requirements

High school diploma, GED, or equivalent business experience.
At least one 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 client 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 KeyBank digital platforms and capabilities.
Strong verbal and non-verbal communication, time management, relationship-building, and client service skills.
Strong work ethic and high level of integrity.
Ability to evaluate financial information, identify client needs and opportunities, and recommend suitable strategies and products.
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 stated physical demands, including prolonged standing, frequent hand use and forward reaching, and occasional bending and lifting.

Nice To Haves

Bachelor's degree.
Experience interacting with small business clients, overcoming objections, and asking fact-finding questions to help clients.
Notary license.

Responsibilities

Engage clients in person and by phone to identify financial wellness opportunities and recommend customized solutions.
Attract new clients and develop and deepen relationships with existing clients based on their financial goals.
Meet individual activity, behavior, and outcome goals, including sales and referral goals.
Open personal and business accounts and related products, including checking, deposit products, home equity, unsecured lending, and certificates of deposit.
Build partnerships with branch teammates and other business partners to acquire clients and deepen existing relationships.
Manage internal and external centers of influence and use referrals, appointments, walk-ins, lead lists, and professional contacts to develop client relationships.
Follow operational, risk, security, audit, and documentation policies and procedures.
Support branch operations, including assisting with 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 and maintain timely, regular, and predictable attendance.
Comply with KeyBank policies and procedures, act professionally and ethically, avoid conflicts of interest, and act in the best interests of clients and KeyBank.
Perform other duties as assigned; duties and activities may change.