Personal Banker

KeyBank • Glastonbury, CT

8d • $21 - $31 • Onsite

About The Position

The Personal Banker builds and expands relationships with KeyBank clients and prospective clients, helping individuals and businesses address their financial needs and goals. Through in-person conversations and proactive calling, the role identifies financial wellness opportunities and provides tailored guidance and banking solutions. The Personal Banker contributes to client acquisition, relationship deepening, sales goals, and a strong client-first experience as part of the branch team.

The role includes opening personal and business accounts and products, developing partnerships with branch colleagues and other lines of business, following operational and risk procedures, and supporting branch transactions when needed. The position is based in a branch and requires working Saturdays as directed by management.

Requirements

• High school diploma, GED, or equivalent business experience.
• At least 1 year of experience developing new and existing 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, 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 high integrity.
• Excellent time management skills.
• 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.
• 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 provide customized recommendations.
• Meet individual activity, behavior, and outcome goals.
• Open personal and business accounts and products, including consumer checking, small business accounts, deposit products, home equity products, unsecured lending, and certificates of deposit.
• Build partnerships with branch teammates and other lines of business to acquire clients and deepen existing client 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 assigned duties and comply with KeyBank policies and its Code of Conduct.

Benefits

• Incentive compensation, which may include production, commission, and/or discretionary incentives.
• Benefits eligibility is noted, but 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