Personal Banker

KeyBank•Attica, NY

13d•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 offering guidance and solutions that support their financial wellness. The role engages clients in person and through proactive calling, attracts new clients, and develops existing relationships around clients’ financial goals. The position is client-first, sales-driven, and requires self-motivation, competitiveness, effective teamwork, and polished communication. The Personal Banker opens personal and business accounts and related products, develops partnerships with branch teammates and other lines of business, and supports branch operations, including assisting with teller transactions when needed. The role follows operational, risk, security, audit, and documentation requirements, participates in branch huddles and debriefs, and works Saturdays as directed by management. Other duties may be assigned or changed at any time. The role requires a high school diploma, GED, or equivalent business experience; a bachelor's degree is preferred. At least one year of experience developing customer relationships, achieving sales goals, and building referral sources is required. Required knowledge includes consumer credit, sales and service techniques, PCs and Microsoft Office, and digital technology. A notary license and experience with small business clients are preferred. This branch position is based at 84 Main St, Attica, New York 14011. It is eligible for a base hourly rate of $20.67 to $31.25, with potential incentive compensation that may include production, commission, and/or discretionary incentives. Benefits are referenced by the posting, but specific benefits are not listed.

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 such as Word and Excel.
Working knowledge of digital technology, including mobile devices, apps, and web-based 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, integrity, time management, communication, relationship-building, client service, and cash-handling skills.

Nice To Haves

Bachelor’s degree.
Experience interacting with small business clients, overcoming objections, and asking fact-finding questions.
Notary license.

Responsibilities

Engage clients in person and by phone to identify financial wellness needs and provide customized recommendations.
Attract new clients and deepen relationships with existing clients in line with their financial goals.
Meet individual activity, behavior, sales, referral, and outcome goals.
Open personal and business accounts and other deposit and lending products.
Build partnerships with branch teammates, line-of-business partners, and internal and external centers of influence to acquire clients and deepen relationships.
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 Saturdays as directed by management.
Comply with KeyBank policies and procedures, act professionally and ethically, avoid conflicts of interest, and act in clients’ and Key’s best interests.
Perform other duties as assigned.