Personal Banker

KeyBank•South Burlington, VT

1d•Onsite

About The Position

The Personal Banker serves as a trusted advisor to individuals and businesses in KeyBank communities, helping clients identify and address financial needs through in-person conversations and proactive calling. The role attracts new clients and develops existing relationships by providing customized recommendations that support clients’ financial wellness and goals. The position is client-first, sales-driven, and dependent on effective teamwork, communication, self-motivation, and confidence. The Personal Banker opens personal and business accounts and supports clients with deposit products, home equity and unsecured lending, and certificates of deposit. The role partners with branch teammates and other lines of business to acquire clients and deepen existing relationships, while following operational, risk, security, audit, and documentation requirements. It also supports branch operations and may assist with client transactions on the Teller line. This is a hire-ahead position based at the South Burlington branch, with flexibility to work at area branches. Work schedules are based on anticipated branch traffic and may include Saturdays as directed by management. The role requires regular and predictable attendance and the ability to routinely operate a motor vehicle with a valid driver’s license. The position is eligible for an hourly base rate of $20.67–$31.25, plus incentive compensation that may include production, commission, 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 client 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 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.
Ability to routinely and frequently operate a motor vehicle with a valid driver’s license.
Strong work ethic and high integrity.
Excellent 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 relationships with existing clients by recommending products and services that fit their evolving needs.
Ability to respond attentively to client needs, resolve issues promptly, and provide a positive banking experience.
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.
Ability to handle cash transactions accurately and efficiently.
Comply with Key’s Values and Code of Conduct.
Meet physical demands including prolonged standing, frequent hand use and forward reaching, communicating face to face and by phone, 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

Provide a strong client experience and engage clients in conversations about their financial wellness needs.
Identify financial wellness opportunities during in-person and telephone conversations and make customized recommendations.
Meet individual activity, behavior, sales, and outcome goals.
Open personal and business accounts, including consumer checking, small-business accounts, deposit products, home equity and unsecured lending products, and certificates of deposit.
Build partnerships with branch teammates and lines of business to attract clients and deepen existing client relationships.
Manage internal and external centers of influence and leverage referrals and professional contacts.
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 and maintain regular, predictable attendance.
Comply with KeyBank policies and procedures, act professionally and ethically, avoid conflicts of interest, and act in the best interests of clients and KeyBank.
Perform other duties as assigned.