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Personal Banker

KeyBank•Greece, NY
•$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 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 builds and expands relationships with existing clients around their financial goals. This is a client-first, sales-driven position requiring self-motivation, competitiveness, effective teamwork, and confident communication. The banker supports branch operations, follows operational and compliance procedures, and helps clients with banking transactions and digital banking capabilities. The position is based at a branch in Greece, New York, and requires Saturday work 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.
  • 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 applications and web browsing, and ability to educate clients about Key's digital platforms.
  • Ability to routinely and frequently operate a motor vehicle with a valid driver's license.
  • Ability to handle cash transactions accurately and efficiently.
  • Ability to meet the physical demands of prolonged standing, frequent hand use, occasional bending and lifting, and frequent forward reaching.

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 by being present and attentive with clients and teammates.
  • Identify financial wellness opportunities in in-person and telephone conversations and recommend customized solutions.
  • Meet individual activity, behavior, sales, and outcome goals.
  • Open personal and business accounts and offer deposit, home equity, and unsecured lending products, certificates of deposit, and other banking products.
  • Build partnerships with branch teammates and other business partners to acquire clients and deepen existing relationships.
  • Manage internal and external centers of influence and develop referral relationships.
  • Follow operational, risk, security, audit, and documentation policies and procedures.
  • 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.
  • Maintain timely, regular, and predictable attendance and coordinate appointment scheduling with management as described in the posting.
  • Comply with KeyBank policies and procedures, act professionally and ethically, avoid conflicts of interest, and act in clients' best interests.
  • Perform other duties as assigned.

Benefits

  • Incentive compensation, which may include production, commission, and/or discretionary incentives.
  • Benefits are available to eligible employees; specific benefits are listed via a link in the posting.

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