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.
• Demonstrated experience influencing business partners and leveraging centers of influence.
• Working knowledge of PCs, including MS Windows and Office products such as Word and Excel.
• Working knowledge of digital technology, including mobile devices, apps, and web browsing, and ability to educate clients on Key’s 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, using lead lists, walk-ins, and professional contacts.
• 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 for long-term relationships.
• Ability to provide attentive client service, resolve issues promptly, and support a positive banking experience.
• Ability to evaluate financial information, understand clients’ financial health, identify investment opportunities, and recommend strategies.
• Understanding of risks associated with banking operations and client transactions.
• Strong verbal and non-verbal communication skills.
• Accuracy and efficiency in handling cash transactions.
• Ability to routinely and frequently operate a motor vehicle with a valid driver’s license.
• Ability to meet the role’s physical demands, including prolonged standing, frequent hand use and reaching, and occasional bending and lifting.

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 and engaged with every client and teammate.
• 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, including consumer checking, small business, deposit products, home equity, unsecured lending, and certificates of deposit.
• Partner with branch teammates and lines of business to acquire clients and deepen existing relationships.
• Manage internal and external centers of influence.
• Follow operational, risk, security, and audit policies and procedures, including appropriate documentation of client interactions.
• 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 duties as assigned and comply with KeyBank policies, procedures, and Code of Conduct.

Benefits

• The position is eligible for benefits; specific benefits are not listed in the description.