Personal Banker

KeyBank•Hudson, NY

8d•$21 - $31•Onsite

About The Position

The Personal Banker serves as a trusted advisor and partner to individuals and businesses in KeyBank communities. The role involves engaging clients in meaningful conversations to identify financial wellness needs and provide tailored guidance and solutions, 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 role requiring self-motivation, competitiveness, effective teamwork, and polished, confident communication. The position also supports branch operations, including assisting clients with teller transactions as needed, and complies with operational, risk, security, audit, and other KeyBank policies. The role is based in a branch and requires working Saturdays as directed by management. The position is eligible for a base hourly rate of $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.
Knowledge of client accounts and banking relationships, with sound judgment regarding clients and transactions.
Ability to attain sales and referral goals through appointments and quality conversations, using lead lists, walk-ins, and professional contacts.
Strong work ethic and high integrity.
Excellent time management skills.
Ability to build and nurture client relationships, identify potential clients, understand needs, and develop long-term relationships.
Ability to provide attentive client service and resolve issues promptly.
Ability to evaluate financial information and recommend appropriate strategies.
Understanding of risks associated with 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 physical demands of prolonged standing, frequent hand use and forward reaching, occasional bending and lifting from floor height, frequent lifting of 1–10 pounds, and occasional lifting of up to 30 pounds.

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

Create a strong client experience by being present and attentive with every client and teammate.
Identify financial wellness opportunities in client conversations and provide customized recommendations.
Meet individual activity, behavior, and outcome goals and expectations.
Open personal and business accounts and related products, including checking, deposit products, home equity, unsecured lending, and certificates of deposit.
Build partnerships with branch teammates and business partners to acquire clients and deepen existing relationships.
Manage internal and external centers of influence and referral relationships.
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 procedures, including acting professionally and ethically and in clients’ best interests.