Personal Banker

KeyBank•Zionsville, IN

4d•Onsite

About The Position

The Personal Banker serves as a trusted advisor and partner to individuals and businesses in KeyBank communities. This client-focused, sales-driven role engages clients in person and through proactive calling to uncover financial needs, provide customized guidance, and support financial wellness. The banker attracts new clients and develops relationships with existing clients based on their financial goals, helping them build confidence in their finances. As part of the branch team, the Personal Banker opens personal and business accounts and works with branch teammates and partners across business lines to acquire clients and deepen existing relationships. The role also supports branch operations, including assisting with teller transactions as needed, and ensures compliance with operational, risk, security, and audit policies. The position is based at a branch and includes Saturday work as directed by management.

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.
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 on Key’s digital platforms and capabilities.
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 forward reaching, occasional bending and lifting, and lifting items up to 30 pounds.
Strong client service, relationship-building, communication, time-management, and sales skills; sound judgment, integrity, and accurate cash-handling ability.

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

Deliver a strong client experience by being present and attentive with clients and teammates.
Identify financial wellness opportunities in in-person and telephone conversations and provide customized recommendations.
Meet individual activity, behavior, sales, and outcome goals.
Open personal and business accounts, including consumer checking, small business, deposit products, home equity, unsecured lending, and certificates of deposit.
Build partnerships with branch teammates and line-of-business partners to acquire clients and deepen existing relationships.
Manage internal and external centers of influence effectively.
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 assigned duties and comply with KeyBank policies and procedures, including acting professionally and ethically and in clients’ and Key’s best interests.