Personal Banker Jobs

About The Position

Requirements

• 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 client 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 Microsoft 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 KeyBank digital platforms and capabilities.
• Strong work ethic and high integrity.
• Excellent 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 attend to client needs, resolve issues promptly, and deliver positive client service.
• Ability to evaluate financial information, understand clients’ financial health, identify opportunities, and recommend strategies.
• Understanding of 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.
• Ability to meet the physical demands of prolonged standing, frequent hand use and forward reaching, occasional bending and lifting from floor height, and frequent lifting of 1–10 pounds and occasional lifting of up to 30 pounds.

Nice To Haves

• Bachelor's degree.
• Comfort interacting with small-business clients, overcoming objections, and asking fact-finding questions to help clients.
• 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 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 other lines of business to acquire clients and deepen existing client relationships.
• Manage internal and external centers of influence and collaborate with partners such as investment, mortgage, and business banking professionals.
• 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 assigned duties and comply with KeyBank policies, procedures, values, and Code of Conduct.