Personal Banker

KeyBank • South Burlington, VT

5d • $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 engages clients in conversations to identify needs and provide personalized financial wellness guidance, both in person and through proactive calls. As part of the branch team, 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 depends on self-motivation, effective teamwork, polished communication, and confidence.

The position supports branch operations, opens personal and business accounts, recommends relevant financial products and services, and works with branch teammates and other business partners to acquire clients and deepen relationships. It requires adherence to operational, risk, security, audit, and documentation procedures. The position is a hire-ahead role requiring flexibility to work at area branches. Work location category is Branch.

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, 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’s digital platforms and capabilities.
• Knowledge of clients’ accounts and banking relationships, and sound judgment when working with clients and transactions.
• Ability to attain sales and referral goals through appointments and quality conversations, using system-generated 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 prospective clients, understand their needs, and develop strategies to convert them into long-term clients.
• Ability to deepen existing client relationships by offering products and services suited to clients’ evolving needs.
• Ability to address client needs, resolve issues promptly, and provide positive banking service.
• Ability to evaluate financial information, understand clients’ financial health, identify investment opportunities, and recommend strategies.
• Understanding of risks associated with banking operations and client transactions.
• Strong verbal and non-verbal communication skills.
• Accurate and efficient handling of cash transactions.
• Ability to routinely and frequently operate a motor vehicle with a valid driver’s license.
• Ability to meet the physical demands of prolonged standing for 5–8 hours per day, 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.
• Ability to communicate face to face and on the phone with clients.

Nice To Haves

• Bachelor’s degree.
• Comfort interacting with small-business clients, overcoming objections, and asking fact-finding questions to be helpful.
• Notary license.

Responsibilities

• Provide a strong client experience by being present with clients and teammates and recognizing the impact of interactions on clients’ personal, professional, and financial well-being.
• Identify financial wellness opportunities in in-person and telephone conversations and provide customized recommendations.
• Meet individual activity, behavior, and outcome goals and expectations.
• Open personal and business accounts, including consumer checking, small-business accounts, deposit products, home equity, unsecured lending, and certificates of deposit.
• Develop partnerships with branch teammates and line-of-business partners 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.
• Maintain timely, regular, and predictable attendance and consult with management about necessary schedule changes.
• Schedule appointments outside working hours where practical, and give the manager advance notice when an appointment must be scheduled during working hours.
• Perform other assigned duties, which may change or be added at any time.
• Comply with KeyBank policies and procedures, act professionally and ethically, avoid conflicts of interest, and act in clients’ best interests.

What This Job Offers

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