Personal Banker

KeyCorp
United States
Workplace: OnsiteFull timeUSD 20.67 - 31.25 hourlyFunction: Banking, Lending & CreditExperience: 1+ yearsEducation: high_schoolSkills: ["Integrity","Time management","Relationship building","Communication","Risk awareness"]

Partner with clients in a branch setting to uncover financial needs and deliver tailored guidance that improves their financial wellness. Drive both new client acquisition and deeper relationship growth by managing leads and engaging in proactive calling. Open and manage consumer and small business accounts and lending products, while partnering with branch teammates and internal lines of business. Ensure compliance with operational risk, security, and audit procedures and support teller operations when needed.

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FursaFursa
KeyCorp
KeyCorp
11 hours ago

Personal Banker

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Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 11 hours agoStatus: Live

Job Summary

Partner with clients in a branch setting to uncover financial needs and deliver tailored guidance that improves their financial wellness. Drive both new client acquisition and deeper relationship growth by managing leads and engaging in proactive calling. Open and manage consumer and small business accounts and lending products, while partnering with branch teammates and internal lines of business. Ensure compliance with operational risk, security, and audit procedures and support teller operations when needed.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Entry level

Key Responsibilities

  • •Deliver a strong client experience by engaging with clients in person and over the phone and providing customized financial wellness recommendations.
  • •Listen for financial wellness opportunities during conversations and convert insights into product and service guidance that supports clients’ goals.
  • •Consistently meet individual activity, behavior, and outcome goals, attaining sales and referral targets from leads, walk-ins, and professional contacts.
  • •Open personal and business accounts and support lending and deposit product activities, ensuring accurate cash transaction handling.
  • •Ensure compliance with operational, risk, security, and audit procedures and support branch operations on the Teller line as needed.

Pay and Benefits

Salary: USD 20.67 - 31.25 hourly

Key Requirements

  • •Minimum 1 year of experience building and growing customer relationships, achieving sales goals, and developing referral sources.
  • •Understanding of consumer credit, including loan-to-value, debt-to-income, and credit reports.
  • •Foundational knowledge of sales and service techniques such as tele-consulting, outside calling, prospecting, and networking.
  • •Ability to influence business partners and leverage centers of influence (e.g., Key Investment Services and Mortgage/Business Banking sales professionals).
  • •Working knowledge of PCs (MS Windows and Office, including Word and Excel) and digital technology (mobile, apps, and web-based browsing).
Experience:1+ years
Education:High School
Skills:IntegrityTime managementRelationship buildingCommunicationRisk awareness
Licenses:Notary License
Tech Stack:MS WindowsMicrosoft OfficeWordExcelMobileMobile appsWeb-based browsing

Company Brief

KeyCorp
KeyCorp operates KeyBank, providing retail and commercial banking, lending, wealth management, and investment services to individuals, businesses, and institutions across the United States.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Cleveland, United States
Founded: 1849
Glassdoor
Glassdoor: 3.6
WebsiteLinkedIn