Personal Banker

KeyBank•Liverpool, NY

7d•$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 engages clients in deeper conversations to identify financial wellness needs and provide tailored guidance and solutions, both in person and through proactive calling. As part of a branch team, the Personal Banker attracts new clients and develops existing relationships around clients’ financial goals. This is a client-first, sales-driven role that relies on self-motivation, teamwork, polished communication, and confidence. The position involves opening personal and business accounts and other deposit and lending products, supporting branch operations and teller-line transactions as needed, and following operational, risk, security, audit, and documentation requirements. The Personal Banker also works Saturdays as directed by management and may participate in or facilitate branch huddles and debriefs. The role is branch-based in Liverpool, New York. Compensation is an hourly base rate of $20.67–$31.25, with possible production, commission, and/or discretionary incentives.

Requirements

At least 1 year of experience developing new and existing 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.
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.
High school diploma, GED, or equivalent business experience.
Strong client communication, relationship-building, time-management, sales, and service skills.
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 physical demands of the role, including prolonged standing, frequent hand use and reaching, occasional bending and lifting, and communicating face to face and by phone.

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 client conversations and provide customized recommendations.
Meet individual activity, behavior, and outcome goals.
Open personal and business accounts and related deposit and lending products.
Build partnerships with branch teammates and other lines of business to acquire clients and deepen existing relationships.
Manage internal and external centers of influence.
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.
Perform other assigned duties and comply with KeyBank policies, procedures, and Code of Conduct.