Personal Banker

KeyBank•Stamford, CT

13d•$21 - $31•Onsite

About The Position

The Personal Banker serves individuals and businesses in KeyBank communities by acting as a problem solver, trusted advisor, and partner. The role involves engaging clients in person and through proactive calling to understand their needs, provide tailored financial wellness guidance, attract new clients, and develop existing client relationships around their financial goals. The position is client-first, sales-driven, self-motivated, and collaborative, with a focus on building client confidence and delivering a strong branch experience.

Requirements

High school diploma, GED, or equivalent business experience.
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 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, including Word and Excel.
Working knowledge of digital technology, including mobile devices, apps, and web browsing, and ability to educate clients about Key digital platforms and capabilities.
Knowledge of client accounts and business with the bank, and sound judgment when working with clients and transactions.
Ability to achieve sales and referral goals through appointments and quality conversations, using lead lists, walk-ins, and professional contacts.
Strong work ethic, integrity, and time management skills.
Ability to build and nurture client relationships, identify prospective clients, understand client needs, and develop strategies to convert prospects into long-term clients.
Ability to deepen existing client relationships by recommending products and services that meet evolving needs.
Strong client-service skills, including attentiveness and timely issue resolution.
Ability to evaluate financial information, understand clients' financial health, identify investment opportunities, and recommend strategies.
Ability to understand and manage risks associated with banking operations and client transactions.
Strong verbal and non-verbal communication skills.
Accuracy and efficiency in handling cash transactions.
Ability to routinely and frequently operate a motor vehicle with a valid driver's license.

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 with clients and teammates and recognizing the personal, professional, and financial impact of each interaction.
Listen for financial wellness opportunities during in-person and telephone conversations and provide customized recommendations.
Meet individual activity, behavior, and outcome goals and expectations.
Open personal and business accounts and offer products including consumer checking, small business accounts, deposit products, home equity, 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 effectively.
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, procedures, ethical standards, and client-focused expectations.