Banker Jobs

About The Position

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, MS Windows, and Microsoft Office products, including Word and Excel.
• Working knowledge of digital technology, including mobile devices, apps, and web browsing, and the ability to educate clients about Key digital platforms and capabilities.
• Knowledge of client accounts and banking relationships, and sound judgment when working with clients and transactions.
• Ability to attain sales and referral goals through appointments and quality conversations that lead to recommendations supporting clients’ financial wellness.
• Strong work ethic, integrity, and time-management skills.
• Ability to build and nurture client relationships, identify prospective clients, understand needs, and develop strategies to establish and deepen relationships.
• Ability to provide attentive client service and resolve issues promptly.
• Ability to evaluate financial information, understand clients’ financial health, identify investment opportunities, and recommend strategies.
• Ability to understand and manage risks associated with banking operations and client transactions.
• Strong verbal and non-verbal communication skills.
• Ability to handle cash transactions accurately and efficiently.
• Ability to routinely and frequently operate a motor vehicle with a valid driver’s license.

Nice To Haves

• Bachelor’s degree.
• Comfort interacting with small-business clients, overcoming objections, and asking fact-finding questions with the goal of being helpful.
• Notary license.

Responsibilities

• Provide a strong client experience by being present with clients and teammates and recognizing the impact of interactions on clients’ personal, professional, and financial well-being.
• Listen for financial wellness opportunities in in-person and phone conversations and provide customized recommendations.
• Meet individual activity, behavior, and outcome goals and expectations.
• Open personal and business accounts and related products, including consumer checking, small business accounts, deposit products, home equity, unsecured lending, and certificates of deposit.
• Build partnerships with branch teammates and line-of-business partners to acquire clients and deepen existing relationships.
• Manage internal and external centers of influence effectively.
• 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.
• Maintain timely, regular, and predictable attendance and coordinate appointments during working hours with the manager as far in advance as possible.
• Perform other duties as assigned and comply with KeyBank policies and procedures, including professional and ethical conduct and acting in clients’ best interests.