Personal Banker

KeyBank • Hamburg, NY

1d • Onsite

About The Position

The Personal Banker serves as a trusted advisor and problem solver for clients and businesses in KeyBank communities. In person and through proactive calling, the banker engages clients in conversations to identify financial wellness needs and provide customized guidance and solutions. The role attracts new clients and develops relationships with existing clients based on their financial goals, supporting confidence in their finances. It is a client-first, sales-driven role requiring self-motivation, competitiveness, effective teamwork, and polished communication.

The Personal Banker opens personal and business accounts and supports branch operations, including assisting with teller transactions as needed. The role works with branch teammates and business partners to acquire clients and deepen existing relationships, while following operational, risk, security, audit, and documentation procedures. The position works Saturdays as directed by management and may perform other assigned duties. The work location category is a branch.

The role requires a high school diploma, GED, or equivalent business experience; a bachelor's degree is preferred. Applicants must have at least one year of experience developing customer relationships, achieving sales goals, and building referral sources, as well as specified knowledge of consumer credit, sales and service techniques, banking partners, computers, and digital technology. A notary license is preferred.

The stated base hourly pay range is $20.67–$31.25, with additional incentive compensation that may include production, commission, and/or discretionary incentives. Placement in the pay range may depend on skills, experience, and geographic location. The posting references a benefits list but does not specify individual benefits.

Requirements

• High school diploma, GED, or equivalent business experience.
• At least one 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, including partners such as Key Investment Services, Mortgage, and Business Banking sales professionals.
• Working knowledge of PCs, Microsoft Windows, and Office products, including Word and Excel.
• Working knowledge of digital technology, including mobile devices, apps, and web-based browsing, and ability to educate clients on KeyBank digital platforms and capabilities.
• Ability to routinely and frequently operate a motor vehicle with a valid driver's license.
• Ability to meet the role's physical demands, including prolonged standing, frequent hand use and forward reaching, occasional bending and lifting, and communication with clients face to face and by phone.
• Strong work ethic and high integrity.
• Excellent time-management skills.
• Ability to build and nurture client relationships, identify prospective clients, understand their needs, and develop strategies to convert them into long-term clients.
• Ability to deepen existing client relationships by offering products and services suited to clients' changing needs.
• Ability to provide attentive client service and resolve issues promptly.
• Ability to evaluate financial information, understand client 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.
• Demonstrate Key's Values and abide by Key's Code of Conduct.

Nice To Haves

• Bachelor's degree.
• Comfort interacting with small-business clients, overcoming objections, and asking fact-finding questions to be helpful.
• Notary license.

Responsibilities

• Engage clients in person and by phone to identify financial wellness needs and provide customized recommendations.
• Provide a strong client experience and be present with clients and teammates.
• Meet individual activity, behavior, and outcome goals and expectations.
• Open personal and business accounts, including consumer checking, small-business accounts, deposit products, home equity products, unsecured lending, and certificates of deposit.
• Build partnerships with branch teammates and line-of-business partners to attract 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.
• Comply with KeyBank policies and procedures, conduct business ethically, avoid conflicts of interest, and act in the best interests of clients and KeyBank.
• Perform other duties as assigned.

What This Job Offers

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