Personal Banker

KeyBank • Greece, NY

1d • Onsite

About The Position

The Personal Banker serves as a trusted advisor to individuals and businesses in the KeyBank community, helping clients identify and address their financial needs in person and through proactive calling. This client-first, sales-driven role focuses on attracting new clients, developing existing relationships, and recommending customized solutions that support clients’ financial wellness and goals. The Personal Banker works as part of the branch team and collaborates with branch teammates and business partners to build client relationships and meet sales and service expectations.

The role includes opening personal and business accounts and other deposit and lending products, supporting branch operations, and assisting with teller transactions as needed. Personal Bankers follow operational, risk, security, audit, and documentation procedures, and participate in branch huddles and debriefs. Saturday work may be directed by management. Regular and predictable attendance and timeliness are essential.

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 such as Word and Excel.
• Working knowledge of digital technology, including mobile devices, apps, and web-based browsing, and ability to educate clients about Key’s digital platforms and capabilities.
• Strong communication, relationship-building, client service, time management, and sales skills.
• Strong work ethic and high level of integrity.
• 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 reaching, occasional bending and lifting, and frequent lifting of 1–10 pounds with 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

• 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, sales, and outcome goals.
• Open personal and business accounts and offer relevant deposit and lending products.
• Develop partnerships with branch teammates and business partners to attract clients and deepen existing relationships.
• Manage internal and external centers of influence and use referrals to support client acquisition and relationship growth.
• Follow operational, risk, security, audit, and documentation procedures and policies.
• Support branch operations, including assisting clients with teller transactions as needed.
• Participate in and occasionally facilitate morning huddles and end-of-day debriefs.
• Work Saturdays as directed by management.
• Perform other duties as assigned and comply with KeyBank policies and its Code of Conduct.

Benefits

• The position is eligible for incentive compensation, which may include production, commission, and/or discretionary incentives.
• The position is eligible for benefits; specific benefits are not listed in the description.

What This Job Offers

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