Personal Banker

KeyBank • Stamford, CT

12d • Onsite

About The Position

The Personal Banker serves clients and businesses in the KeyBank community by identifying financial needs and providing tailored guidance and solutions to support financial wellness. The role engages clients in person and through proactive calling, attracts new clients, and develops existing relationships around clients’ financial goals. The position is sales-driven and requires strong teamwork, polished communication, confidence, and a client-first approach.

Personal Bankers open personal and business accounts and related products, build relationships with clients and internal and external partners, and help clients understand digital banking capabilities. They support branch operations, including teller-line transactions as needed, and follow operational, risk, security, audit, and documentation requirements. The position is branch-based and requires Saturday work as directed by management. The role also requires routinely and frequently operating a motor vehicle with a valid driver’s license.

The minimum education requirement is a high school diploma, GED, or equivalent business experience; a bachelor’s degree is preferred. Applicants must have at least one year of experience developing customer relationships, achieving sales goals, and building referral sources. The posted base hourly pay range is $20.67–$31.25, with additional incentive compensation that may include production, commission, and/or discretionary incentives.

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, Microsoft Windows, and 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 client service, verbal and non-verbal communication, relationship-building, and sales and referral skills.
• Strong work ethic, integrity, sound judgment, and time-management skills.
• Ability to evaluate financial information, identify client needs and opportunities, and recommend suitable strategies and products.
• Ability to understand and manage banking and transaction risks and handle cash 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, occasional bending and lifting, and lifting up to 30 pounds.

Nice To Haves

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

Responsibilities

• Provide a strong client experience and engage attentively with clients and teammates.
• Identify financial wellness opportunities in client conversations and provide customized recommendations.
• Meet individual activity, behavior, sales, and outcome goals.
• Open personal and business accounts and related deposit and lending products.
• Develop partnerships with branch teammates and line-of-business partners to attract clients and deepen existing relationships.
• Manage internal and external centers of influence.
• 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.
• Perform other duties as assigned and comply with KeyBank policies, procedures, and Code of Conduct.

What This Job Offers

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