Personal Banker

KeyBank•Pickerington, OH

27d•$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 involves engaging clients in meaningful conversations to identify financial wellness needs and offering guidance and solutions in person and through proactive calling. The Personal Banker works to attract new clients and deepen relationships with existing clients according to their financial goals, supporting client confidence and financial wellness. This is a client-focused, sales-driven role that depends on self-motivation, effective teamwork, and polished communication. The position supports branch operations, including opening personal and business accounts, assisting clients with transactions on the Teller line as needed, and following operational, risk, security, audit, and documentation requirements. The Personal Banker participates in branch huddles and debriefs and works Saturdays as directed by management. The position is based in a branch in Pickerington, Ohio, and requires routinely and frequently operating a motor vehicle with a valid driver's license.

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.
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 digital platforms and capabilities.
Strong verbal and non-verbal communication skills, time management, work ethic, and integrity.
Ability to build and nurture client relationships, identify client needs, make recommendations, and provide excellent service.
Ability to evaluate financial information, understand and manage banking risks, and handle cash transactions accurately and efficiently.
Ability to routinely and frequently operate a motor vehicle with a valid driver's license.
Ability to meet the stated physical demands, including prolonged standing, frequent hand use and reaching, occasional bending, and lifting as described in the posting.

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 be present with clients and teammates.
Identify financial wellness opportunities in conversations 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 line-of-business partners to acquire clients and deepen existing 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.
Perform other duties as assigned and comply with KeyBank policies and procedures.