Personal Banker

KeyBank • Stone Ridge, NY

3d • 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 conversations to understand their financial needs and provides tailored guidance and solutions to support financial wellness, both in person and through proactive calling. As part of the branch team, the Personal Banker attracts new clients and develops existing relationships around clients’ financial goals.

This is a client-first, sales-driven position requiring self-motivation, competitiveness, effective teamwork, and polished, confident communication. The Personal Banker also supports branch operations, follows operational and risk controls, and works schedules based on branch coverage and client-service needs. The position is based at a branch in Stone Ridge, New York.

Requirements

• High school diploma, GED, or equivalent business experience.
• At least 1 year of experience developing 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 about KeyBank digital platforms and capabilities.
• Strong client-service, relationship-building, communication, time-management, and sales skills.
• Strong work ethic, integrity, judgment, and ability to 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 up to 30 pounds.

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 by being present and attentive with every client and teammate.
• Identify financial wellness opportunities in client conversations and provide customized recommendations.
• Meet individual activity, behavior, sales, and outcome goals.
• Open personal and business accounts and assist clients with deposit products and lending options, including checking, small business accounts, home equity, unsecured lending, and certificates of deposit.
• Attract new clients and deepen existing client relationships through outreach, appointments, referrals, and partnerships.
• Develop relationships with branch teammates and business partners, and manage internal and external centers of influence.
• Follow operational, risk, security, audit, documentation, and other KeyBank policies and procedures.
• Support branch operations, including assisting with client transactions on the Teller line as needed.
• Participate in and occasionally facilitate morning huddles and end-of-day debriefs.
• Work Saturdays as directed by management and maintain regular, predictable attendance and timeliness.
• Perform other duties as assigned.

Benefits

• Incentive compensation, which may include production, commission, and/or discretionary incentives.
• The position is eligible for KeyBank benefits; specific benefits are not listed in the posting.

What This Job Offers

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