Personal Banker

KeyBank • Lansford, PA

20d • $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 meaningful conversations to understand their needs and provide customized guidance and solutions that 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 in line with clients’ financial goals. This is a client-first, sales-driven role requiring self-motivation, competitiveness, effective teamwork, and confident communication.

The Personal Banker opens personal and business accounts, makes recommendations across deposit and lending products, and builds partnerships with branch teammates and other business partners to acquire clients and deepen relationships. The role also supports branch operations, including teller transactions as needed, and follows operational, risk, security, audit, and documentation policies. The position is based at the Lansford, Pennsylvania 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 about Key’s digital platforms and capabilities.
• Knowledge of client accounts and business with the bank, with sound judgment regarding clients and transactions.
• Ability to attain sales and referral goals through appointments and quality conversations, using lead lists, walk-ins, and professional contacts.
• Strong work ethic, integrity, and time management skills.
• Ability to build and nurture client relationships, understand client needs, and develop strategies to convert prospects and deepen existing relationships.
• Ability to provide attentive client service and promptly resolve issues.
• Ability to evaluate financial information, assess clients’ financial health, identify investment opportunities, and recommend strategies.
• Ability to understand and manage risks related to banking operations and client transactions.
• Strong verbal and non-verbal communication skills.
• Ability to handle cash transactions accurately and efficiently.
• Ability to routinely and frequently operate a motor vehicle and hold a valid driver’s license.
• Ability to meet the stated physical demands, including prolonged standing, frequent hand use and forward reaching, and occasional bending and lifting.

Nice To Haves

• Bachelor’s degree.
• Comfort interacting with small business clients, overcoming objections, and asking fact-finding questions with the goal of being helpful.
• Notary license.

Responsibilities

• Create a strong client experience by being present with clients and teammates and supporting clients’ financial needs.
• Identify financial wellness opportunities in in-person and phone conversations and provide effective, customized recommendations.
• Meet individual activity, behavior, and outcome goals.
• Open personal and business accounts, including consumer checking, small business, deposit products, home equity, unsecured lending, and certificates of deposit.
• Partner 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 appropriate documentation of client interactions.
• 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, values, and Code of Conduct.

What This Job Offers

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