Personal Banker

KeyBank•Cincinnati, OH

13d•$21 - $31•Onsite

About The Position

The Personal Banker serves as a trusted advisor and partner to clients and businesses in KeyBank communities. The role engages clients in deeper conversations to identify financial needs and provide tailored 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 around clients’ financial goals. The position is client-first, sales-driven, self-motivated, and competitive, and requires effective teamwork, polished communication, and confidence. The Personal Banker builds client relationships, identifies opportunities to recommend financial products and services, and works with branch teammates and other business partners to acquire clients and deepen existing relationships. The role also supports branch operations, including teller-line transactions as needed, and complies with operational, risk, security, audit, and other KeyBank policies. The position is based in 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 client 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 about Key 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 described for the role, including prolonged standing, frequent hand use and forward reaching, and occasional bending and lifting.
Strong work ethic and integrity; excellent time management; effective communication, relationship-building, client service, financial assessment, risk management, and cash-handling skills.

Nice To Haves

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

Responsibilities

Create a strong client experience by being present with clients and teammates and recognizing the impact of interactions.
Identify financial wellness opportunities in in-person and telephone conversations and provide customized recommendations.
Meet individual activity, behavior, and outcome goals and expectations.
Open personal and business accounts and other products, including checking, 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, audit, and documentation procedures and policies.
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 professional and ethical conduct and acting in clients’ best interests.