Personal Banker

KeyBank • Westport, CT

19d • $21 - $31 • Onsite

About The Position

The Personal Banker serves as a trusted advisor to individuals and businesses in KeyBank communities, helping clients identify financial needs and providing customized guidance and solutions to support their financial wellness. The role builds relationships with prospective and existing clients through in-person conversations, proactive calling, and referrals, with a focus on client acquisition, relationship expansion, and achieving sales and referral goals. Personal Bankers work as part of the branch team, partner with other lines of business, support branch operations, and ensure compliance with operational, risk, security, and audit policies. The position is based in a branch and includes Saturday work as directed by management.

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 browsing, and ability to educate clients about Key's digital platforms.
• Strong work ethic and integrity, time-management skills, communication skills, client service skills, and ability to handle cash accurately and efficiently.
• 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 and engage attentively with clients and teammates.
• Identify financial wellness opportunities in person and over the phone and provide customized recommendations.
• Meet individual activity, behavior, and outcome goals.
• Open personal and business accounts and offer relevant deposit and lending products.
• Develop partnerships with branch teammates and other business partners to acquire clients and deepen existing relationships.
• Manage internal and external centers of influence and collaborate with Key Investment Services, Mortgage, and Business Banking sales professionals.
• Follow operational, risk, security, and audit policies and procedures, 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 on Saturdays as directed by management.
• Perform other duties as assigned and comply with KeyBank policies, procedures, and Code of Conduct.

Benefits

• Incentive compensation, which may include production, commission, and/or discretionary incentives.
• Benefits are referenced, but specific benefits are not listed in the posting.

What This Job Offers

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