Personal Banker

KeyBank • Kettering, OH

406d

About The Position

The Personal Banker at KeyBank serves as a trusted advisor and problem solver for clients, focusing on their financial wellness. This role involves engaging clients in meaningful conversations to identify their needs and provide tailored financial solutions. The Personal Banker is responsible for attracting new clients and deepening relationships with existing ones, all while ensuring compliance with banking policies and procedures.

Requirements

• High School Diploma, GED, or equivalent business experience required; Bachelor's Degree preferred.
• 1-3 years of experience in developing customer relationships and achieving sales goals.
• Experience with sales is prioritized over financial services experience.
• Understanding of consumer credit, including loan to value, debt to income, and credit reports.
• Foundational knowledge of sales and service techniques, including tele-consulting and networking.
• Comfortable interacting with small business clients and overcoming objections.
• Demonstrated experience influencing business partners and leveraging centers of influence.
• Working knowledge of PCs and digital technology, including MS Office and web-based platforms.

Nice To Haves

• Notary License preferred.
• Experience with Mortgage Loan Officer/Loan Officer (MLO/LO) classification.

Responsibilities

• Embody a strong client experience culture by being present with every client and teammate.
• Listen for clues for financial wellness opportunities during client conversations and provide effective recommendations.
• Consistently attain individual activity, behavior, and outcome expectations.
• Open personal and business accounts, including various deposit products and lending options.
• Develop strong partnerships with branch teammates and line of business partners to focus on client acquisition.
• Ensure compliance with operational, risk, security, and audit procedures.
• Support branch operations by assisting with client transactions on the Teller line as needed.
• Participate in and occasionally facilitate morning huddles and end-of-day debriefs.
• Perform other duties as assigned, with flexibility to adapt to changing responsibilities.

Benefits

• Comprehensive training and tools provided by KeyBank to support personal and professional development.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Credit Intermediation and Related Activities
• Education Level: High school or GED
• Number of Employees: 1,001-5,000 employees