Personal Banker

KeyBank • Meridian, ID

1d • Onsite

About The Position

The Personal Banker serves as a trusted advisor and partner to individuals and businesses in KeyBank communities. In person and through proactive calling, the banker discusses clients’ financial needs and provides customized guidance and solutions to support financial wellness. The role attracts new clients and develops relationships with existing clients around their financial goals. It is a client-first, sales-driven position requiring self-motivation, teamwork, polished communication, and confidence.

The Personal Banker opens personal and business accounts and related products, including checking, deposit products, home equity and unsecured lending, and certificates of deposit. The role supports branch operations, including assisting with teller-line transactions as needed, and follows operational, risk, security, audit, and documentation procedures. The banker participates in branch huddles and debriefs and works Saturdays as directed by management. Schedules are set in advance based on branch traffic and service needs; regular, predictable attendance and timeliness are essential.

The position is based at a KeyBank branch in Meridian, Idaho. It requires routinely and frequently operating a motor vehicle with a valid driver’s license. The position is eligible for an hourly base rate of $20.67–$31.25, with possible production, commission, and/or discretionary incentive compensation. The posting lists an expiration date of February 5, 2027.

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 client-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 Key’s digital platforms and capabilities.
• Strong work ethic and integrity, excellent time management, and strong verbal and non-verbal communication skills.
• Ability to build and nurture client relationships, identify prospects, understand client needs, and develop strategies to convert prospects into long-term clients.
• Ability to deepen existing client relationships with products and services suited to clients’ needs, address issues promptly, and provide a positive banking experience.
• Ability to evaluate financial information, understand client financial health, identify investment opportunities, and recommend strategies.
• Understanding of banking and transaction risks and ability to manage them.
• 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 role’s physical demands: prolonged standing for 5–8 hours per day; frequent hand use, forward reaching, and lifting 1–10 pounds; occasional bending and lifting from floor height and lifting up to 30 pounds; and face-to-face and telephone communication with clients.
• Work Saturdays as directed by management.

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

• Provide a strong client experience and engage with clients and teammates.
• Identify financial wellness opportunities in in-person and telephone conversations and offer customized recommendations.
• Meet individual activity, behavior, sales, and outcome goals.
• Open personal and business accounts and related deposit and lending products.
• Build partnerships with branch teammates and business-line partners to acquire clients and deepen existing relationships.
• Manage internal and external centers of influence.
• Follow operational, risk, security, audit, and documentation procedures and policies.
• 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 and maintain timely, regular, and predictable attendance.
• Perform other duties as assigned and comply with KeyBank policies and its Code of Conduct.

What This Job Offers

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