Personal Banker

KeyBank • Bowling Green, OH

15d • $21 - $31 • Onsite

About The Position

The Personal Banker serves clients and businesses in the KeyBank community by listening for financial needs, providing tailored guidance, and supporting clients’ financial wellness. The role focuses on attracting new clients and strengthening relationships with existing clients through in-person conversations and proactive calling. It is a sales-driven position that requires strong teamwork, polished communication, confidence, and a client-first approach.

Responsibilities include opening personal and business accounts and other deposit and lending products, achieving individual activity and sales goals, building partnerships with branch teammates and other lines of business, and following operational, risk, security, audit, and documentation procedures. The Personal Banker also supports branch operations, including Teller-line transactions, participates in branch huddles and debriefs, and works Saturdays as directed by management. The position is based in a branch.

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 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.
• Ability to meet the stated physical demands, including prolonged standing, frequent hand use and forward reaching, and occasional bending and lifting.
• Strong work ethic and integrity, time management, relationship-building, client service, communication, risk awareness, financial evaluation, and accurate cash-handling skills.

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 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, including checking, 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 procedures and policies, 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 and procedures.

What This Job Offers

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