Personal 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.
• Experience influencing business partners and leveraging centers of influence, including partners such as Key Investment Services, Mortgage, and Business Banking sales professionals.
• Working knowledge of PCs, MS Windows, and Office products, including Word and Excel.
• Working knowledge of digital technology, including mobile devices, apps, and web browsing, and ability to educate clients about Key digital platforms and capabilities.
• Ability to routinely and frequently operate a motor vehicle with a valid driver's license.
• Strong work ethic and integrity, time management, communication, relationship-building, client service, and risk-management skills.
• Ability to handle cash transactions accurately and efficiently.
• Ability to stand for 5–8 hours per day; frequently use hands to manipulate or grasp objects; communicate face-to-face and by phone; occasionally bend and lift from floor height; frequently reach forward and lift 1–10 pounds; and occasionally lift 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 and be present with clients and teammates.
• Listen for financial wellness opportunities in in-person and phone conversations and provide customized recommendations.
• Meet individual activity, behavior, and outcome goals.
• Open personal and business accounts and offer deposit, home equity, unsecured lending, certificate of deposit, and other products.
• Partner with branch teammates and line-of-business partners to attract clients and deepen existing client relationships; manage internal and external centers of influence.
• 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 morning huddles and end-of-day debriefs.
• Work Saturdays as directed by management.
• 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; responsibilities and activities may change.