Personal Banker

KeyBank•Mahopac, NY

25d•Onsite

About The Position

The Personal Banker serves as a trusted advisor and financial wellness partner to individuals and businesses in KeyBank communities. The role engages clients in person and through proactive calling to understand their financial needs and provide customized guidance and solutions. The Personal Banker works to attract new clients and develop existing relationships in line with clients’ financial goals, contributing to confidence in their finances. This is a client-first, sales-driven position that requires self-motivation, competitiveness, effective teamwork, and polished, confident communication. The role includes opening personal and business accounts, building partnerships with branch teammates and other lines of business, supporting branch operations, and following operational, risk, security, audit, and documentation requirements. The position is branch-based and includes Saturday work as directed by management. The stated base hourly pay range is $20.67–$31.25, with additional incentive compensation that may include production, commission, and/or discretionary incentives.

Requirements

High school diploma, GED, or equivalent business experience; a bachelor's degree is preferred.
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 client 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, including Word and Excel.
Working knowledge of digital technology, including mobile devices, apps, and web browsing, and ability to educate clients about Key digital platforms and capabilities.
Strong work ethic and integrity, excellent time management, and strong verbal and non-verbal communication skills.
Ability to attain sales and referral goals through appointments and quality conversations, using lead lists, walk-ins, and professional contacts.
Ability to build and nurture client relationships, understand client needs, resolve issues, and recommend suitable products and services.
Ability to evaluate financial information, identify investment opportunities, and recommend strategies.
Understanding of risks associated with banking operations and client transactions.
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 stated physical demands, including prolonged standing, frequent hand use and reaching, occasional bending and lifting, and communicating with clients face-to-face and by phone.

Nice To Haves

Comfort interacting with small business clients, overcoming objections, and asking fact-finding questions to help clients.
Notary License.
Bachelor's degree.

Responsibilities

Create a strong client experience by being present and attentive with clients and teammates.
Identify financial wellness opportunities in in-person and phone conversations and provide 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.
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, values, and Code of Conduct.