Personal Banker

KeyBank • Glastonbury, CT

7d • Onsite

About The Position

The Personal Banker serves as a trusted advisor and partner to individuals and businesses in KeyBank communities. The role builds client relationships through in-person conversations and proactive calling, identifies financial wellness needs, and recommends tailored solutions. Personal Bankers attract new clients and deepen relationships with existing clients to support their financial goals and confidence.

This is a sales-driven branch role requiring effective teamwork, polished communication, self-motivation, and a client-first approach. The Personal Banker supports branch operations, including assisting with teller-line transactions, and follows applicable operational, risk, security, audit, and documentation procedures. The position is based in a branch in Glastonbury, Connecticut, and includes work on Saturdays as directed by management.

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 ability to influence business partners and leverage centers of influence.
• Working knowledge of PCs, MS Windows, and 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.
• Strong client relationship-building, service, communication, time management, and sales skills.
• Ability to evaluate financial information, identify client needs, recommend appropriate banking products and services, and manage banking risks.
• Ability to handle cash transactions accurately and efficiently.
• Valid driver's license and ability to routinely and frequently operate a motor vehicle.
• 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.
• Experience 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 clients and teammates.
• Identify financial wellness opportunities during in-person and telephone conversations and provide customized recommendations.
• Meet individual activity, behavior, and outcome goals.
• Open personal and business accounts and offer deposit, home equity, unsecured lending, and certificate of deposit products.
• Build partnerships with branch teammates and business-line partners to acquire clients and deepen existing relationships.
• Manage internal and external centers of influence and support referrals from business partners.
• 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 and its Code of Conduct.

Benefits

• Incentive compensation, which may include production, commission, and/or discretionary incentives.
• Benefits are referenced as available to eligible employees; 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