Personal Banker

KeyBank•Poughkeepsie, NY

1d•Onsite

About The Position

The Personal Banker serves clients and businesses in KeyBank communities as a trusted advisor and financial wellness partner. The role engages clients in person and through proactive calling to uncover needs, provide customized guidance, attract new clients, and develop existing relationships around their financial goals. This is a client-first, sales-driven role that depends on strong teamwork, polished communication, confidence, and self-motivation. The Personal Banker opens personal and business accounts and recommends relevant banking solutions, including deposit products and lending options. The position also supports branch operations, including assisting with client transactions on the Teller line as needed, and follows operational, risk, security, audit, and documentation requirements. The role works Saturdays as directed by management and may perform other duties as assigned. The position is based at a KeyBank branch at 55 Burnett Boulevard, Poughkeepsie, New York. Compensation is an hourly base rate of $20.67–$31.25, with possible production, commission, and/or discretionary incentive compensation. The job posting expires January 15, 2027.

Requirements

High school diploma, GED, or equivalent business experience; a bachelor’s degree is preferred.
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 such as Word and Excel.
Working knowledge of digital technology, including mobile devices, apps, and web browsing, and ability to educate clients on KeyBank digital platforms and capabilities.
Knowledge of clients’ accounts and banking relationships, with sound judgment when handling clients 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 prospective clients, understand client needs, and develop strategies to establish long-term relationships.
Ability to deepen existing client relationships by offering products and services that meet evolving needs.
Ability to address client needs, resolve issues promptly, and support a positive banking experience.
Ability to evaluate financial information, understand clients’ financial health, identify opportunities, and recommend strategies.
Understanding of risks associated with 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 and hold a valid driver’s license.

Nice To Haves

Comfort interacting with small business clients, overcoming objections, and asking fact-finding questions with the aim of being helpful.
Notary license.
Bachelor’s degree.

Responsibilities

Create a strong client experience by being present 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, including consumer checking, small business accounts, deposit products, home equity, unsecured lending, and certificates of deposit.
Partner with branch teammates and other lines of business to acquire clients and deepen existing relationships.
Manage internal and external centers of influence and develop referral relationships.
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.
Comply with KeyBank policies and procedures, conduct business ethically, avoid conflicts of interest, and act in clients’ and KeyBank’s best interests.
Perform other duties as assigned.