Personal Banker

KeyBank•Troy, NY

8d•$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 conversations to uncover financial needs and provides customized guidance and solutions that support financial wellness, both in person and through proactive calling. As part of a branch team, the Personal Banker attracts new clients and develops existing relationships around clients’ financial goals. The position is client-focused, sales-driven, and requires self-motivation, competitiveness, teamwork, and polished communication. The position works in a branch and supports branch operations, including assisting with teller transactions as needed. The role is expected to work Saturdays as directed by management. It requires routinely and frequently operating a motor vehicle with a valid driver’s license. The posted base hourly pay range is $20.67–$31.25, with potential production, commission, and/or discretionary incentive compensation.

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, Microsoft 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 Key’s digital platforms and capabilities.
Ability to routinely and frequently operate a motor vehicle with a valid driver’s license.
Strong work ethic, integrity, time management, communication, relationship-building, and client-service skills.
Ability to attain sales and referral goals through appointments and quality conversations, use lead lists and professional contacts, evaluate financial information, manage banking risks, and handle cash accurately and efficiently.

Nice To Haves

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

Responsibilities

Provide a strong client experience and be 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 and related products, including checking, deposit products, home equity, unsecured lending, and certificates of deposit.
Build partnerships with branch teammates and business-line partners 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 duties as assigned and comply with KeyBank policies, procedures, and its Code of Conduct.