Personal Banker

KeyBank • Grove City, OH

7d • $21 - $31 • Onsite

About The Position

The Personal Banker serves as a trusted advisor and problem solver for individuals and businesses in KeyBank communities. The role engages clients in conversations to identify their financial needs and provide tailored guidance and solutions that support financial wellness, both in person and through proactive calls. As part of the branch team, the Personal Banker attracts new clients and develops relationships with existing clients in line with their financial goals.

This is a client-first, sales-driven position requiring self-motivation, competitiveness, effective teamwork, and polished, confident communication. The Personal Banker opens personal and business accounts, makes financial wellness recommendations, supports branch operations, and follows operational, risk, security, audit, and documentation requirements. The role is based in a branch and may include Saturday work as directed by management.

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, including 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 Key digital platforms and capabilities.
• Knowledge of client accounts and banking relationships, with sound judgment regarding clients and transactions.
• Ability to attain sales and referral goals through appointments and quality conversations, using lead lists, walk-ins, and professional contacts.
• Strong work ethic and high integrity.
• Excellent time management skills.
• Ability to build and nurture client relationships, identify prospective clients, understand needs, convert prospects, and deepen existing relationships through relevant products and services.
• Ability to respond attentively to client needs, resolve issues, 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.
• Strong verbal and non-verbal communication skills.
• Accurate and efficient handling of cash transactions.
• 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 to help clients.
• Notary license.

Responsibilities

• Deliver a strong client experience and be present and engaged with clients and teammates.
• 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 offer applicable deposit and lending products.
• 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 with client transactions on the Teller line as needed.
• Participate in and occasionally facilitate 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 assigned duties, which may change or be added.

Benefits

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

What This Job Offers

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