Personal Banker

KeyBank • Zionsville, IN

6d • $21 - $31 • Onsite

About The Position

The Personal Banker serves as a trusted financial advisor and partner to individuals and businesses in the KeyBank community. The role focuses on understanding clients’ financial needs and providing customized guidance and solutions to support their financial wellness, both in person and through proactive calling. The Personal Banker attracts new clients and develops relationships with existing clients based on their financial goals. This is a client-first, sales-driven role that requires self-motivation, confidence, effective communication, and teamwork.

The position is based at a branch and supports branch operations as needed, including assisting clients with teller transactions. The Personal Banker must follow operational, risk, security, audit, and other KeyBank policies, and work Saturdays as directed by management. The job includes prolonged standing, frequent hand use and reaching, and occasional bending and lifting. A valid driver’s license and the ability to routinely operate a motor vehicle are required.

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 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 business with the bank, and sound judgment in client interactions 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, integrity, and time-management skills.
• Ability to build and nurture client relationships, identify potential clients, understand needs, and develop strategies to convert prospects and deepen existing relationships.
• 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 physical demands of prolonged standing, frequent hand use and forward reaching, occasional bending, and lifting as described in the posting.

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 and be present and attentive with clients and teammates.
• Listen for financial wellness opportunities in in-person and telephone conversations and provide customized recommendations.
• Meet individual activity, behavior, and outcome goals.
• Open personal and business accounts and offer deposit and lending products, including consumer checking, small-business accounts, home equity, unsecured lending, and certificates of deposit.
• Partner 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, procedures, values, and Code of Conduct.

What This Job Offers

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