Personal Banker

KeyBank•Attica, NY

14d•$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 builds client relationships through in-person conversations and proactive calling, identifies financial wellness needs, and recommends customized solutions. The Personal Banker attracts new clients and deepens relationships with existing clients to help them meet their financial goals. This is a sales-driven branch role that relies on strong teamwork, communication, confidence, and a client-first approach. The position also supports branch operations, including assisting with teller-line transactions as needed, and follows operational, risk, security, audit, and documentation requirements. Saturday work is required as directed by management. The role is based at the Attica, New York branch.

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 work ethic and high integrity.
Excellent time management skills.
Ability to build and nurture client relationships, identify potential clients, understand their needs, and develop strategies to convert them into long-term clients.
Ability to deepen existing client relationships by identifying and offering products and services that meet clients’ needs.
Ability to provide attentive client service and resolve issues promptly.
Ability to evaluate financial information, understand clients’ financial health, identify investment opportunities, and recommend strategies.
Ability to understand and manage risks related to banking operations and client transactions.
Strong verbal and non-verbal communication skills.
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.
Comfort interacting with small business clients, overcoming objections, and asking fact-finding questions with the goal of being helpful.
Notary license.

Responsibilities

Provide a strong client experience by being present and attentive with clients and teammates.
Identify financial wellness opportunities during in-person and telephone conversations and make customized recommendations.
Meet individual activity, behavior, and outcome goals.
Open personal and business accounts and offer relevant deposit, home equity, unsecured lending, and certificate of deposit products.
Build partnerships 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 helping with client transactions on the teller line when 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 duties as assigned.