Personal Banker

Responsibilities

• Engage clients through in-person and phone conversations to uncover financial needs and provide customized wellness recommendations.
• Open personal and business accounts, including checking, small business, deposit products, and lending solutions.
• Attain individual activity, behavior, and outcome goals to drive client acquisition and relationship deepening.
• Partner with branch teammates and line of business partners to expand client relationships.
• Ensure compliance with all operational, risk, security, and audit procedures.
• Support branch operations, including assisting with client transactions on the teller line as needed.

Requirements

• High School Diploma, GED, or equivalent business experience.
• Minimum of 1 year of experience in developing customer relationships and achieving sales goals.
• Understanding of consumer credit, including loan-to-value, debt-to-income, and credit reports.
• Foundational knowledge of sales and service techniques such as prospecting and networking.
• Proficiency with MS Office (Word, Excel) and digital technology (mobile apps, web-based browsing).
• Ability to influence business partners and leverage centers of influence.

Preferred Qualifications

• Bachelor's Degree.
• Experience interacting with small business clients and overcoming objections.
• Notary License.

About the Company

KeyBank is an organization collectively committed to helping you unlock your potential and discover what truly drives you. For 200 years, Key has opened doors in our communities, providing a supportive, inclusive, and flexible work environment where clients, colleagues, and communities can thrive.