Personal Banker

KeyBank • Hudson, NY

6d • 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 identify needs and provide tailored 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 develops existing relationships around clients’ financial goals.

This is a client-first, sales-driven position requiring self-motivation, competitiveness, effective teamwork, and polished communication. The Personal Banker opens personal and business accounts and other deposit and lending products, helps clients use Key’s digital platforms, and supports branch operations, including teller-line transactions as needed. The role follows operational, risk, security, audit, and other KeyBank policies and procedures. Work includes Saturdays as directed by management.

The role is based in a branch. Physical demands include prolonged standing, frequent hand use and forward reaching, occasional bending and lifting, frequent lifting of 1–10 pounds, and occasional lifting of up to 30 pounds. The position also requires routinely and frequently operating a motor vehicle with a valid driver’s license.

Requirements

• High school diploma, GED, or equivalent business experience; a bachelor’s degree is preferred.
• At least 1 year of experience developing 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 ability to influence business partners and leverage 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 ability to educate clients about Key’s digital platforms and capabilities.
• Strong verbal and non-verbal communication skills, time management, work ethic, and integrity.
• Ability to build and nurture client relationships, identify client needs, recommend suitable products and services, and resolve issues.
• Ability to evaluate financial information, identify opportunities, recommend strategies, and manage banking risks.
• Ability to handle cash transactions accurately and efficiently.
• Valid driver’s license and ability to routinely and frequently operate a motor vehicle.

Nice To Haves

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

Responsibilities

• Provide a strong client experience and engage with clients and teammates attentively.
• Identify financial wellness opportunities in conversations and provide customized recommendations.
• Meet individual activity, behavior, sales, and outcome goals.
• Open personal and business accounts and offer applicable deposit and lending products.
• Develop partnerships with branch teammates and line-of-business partners to acquire clients and deepen existing relationships.
• Manage internal and external centers of influence and use referrals and professional contacts to develop business.
• Follow operational, risk, security, audit, documentation, and other KeyBank policies and procedures.
• 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’s standards for professional and ethical conduct.

Benefits

• The position is eligible for incentive compensation, which may include production, commission, and/or discretionary incentives.
• The posting refers applicants to a separate list of eligible benefits but does not specify the benefits in the description.

What This Job Offers

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