KeyCorp

1 month ago

Personal Banker

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 20 hours agoStatus: Live

Job Summary

Serve as a client-first advisor who drives new client acquisition and expands existing relationships in the branch. Lead conversations in person and by proactive calling to identify financial wellness needs and provide tailored recommendations. Open consumer and business accounts, deposit and lending products, and support branch operations by assisting with teller transactions. Ensure compliance with operational, risk, security, and audit procedures while meeting individual activity and sales goals.

Location: Burlington

Workplace: Onsite

Employment Type: Full time

Job Function: Banking, Lending & Credit

Seniority: Entry level

Key Responsibilities

•Engage clients in in-person and phone conversations to identify financial wellness opportunities and provide customized recommendations.
•Open and manage consumer and business accounts and related products including deposits, home equity, unsecured lending, and certificates of deposit.
•Develop partnerships with branch and line-of-business teammates to acquire clients and deepen relationships, leveraging centers of influence.
•Ensure compliance with operational, risk, security, and audit procedures, including appropriate documentation of client interactions.
•Support branch operations by assisting with teller-line transactions as needed and participate in branch huddles and debriefs.

Pay and Benefits

Salary: USD 20.67 - 31.25 hourly

Key Requirements

•High School Diploma, GED, or equivalent business experience (required).
•1+ years experience developing customer relationships, achieving sales goals, and building referral sources; sales experience more important than financial services experience (required).
•Understanding of consumer credit, including loan to value, debt to income, and credit reports (required).
•Foundational knowledge of sales and service techniques including tele-consulting, outside calling, prospecting, and networking (required).
•Working knowledge of PCs (MS Windows and Office products including Word, Excel, etc.) and digital technology (mobile, apps, web-based browsing) (required).

Experience:1+ years

Education:High School

Skills:Client serviceCommunicationTime managementIntegrityRelationship building

Certifications:Notary License

Tech Stack:MS WindowsMicrosoft OfficeWordExcelMobile 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: 3.6

Website LinkedIn

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KeyCorp

1 month ago

Personal Banker

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 20 hours agoStatus: Live

Job Summary

Location: Burlington

Workplace: Onsite

Employment Type: Full time

Job Function: Banking, Lending & Credit

Seniority: Entry level

Key Responsibilities

•Engage clients in in-person and phone conversations to identify financial wellness opportunities and provide customized recommendations.
•Open and manage consumer and business accounts and related products including deposits, home equity, unsecured lending, and certificates of deposit.
•Develop partnerships with branch and line-of-business teammates to acquire clients and deepen relationships, leveraging centers of influence.
•Ensure compliance with operational, risk, security, and audit procedures, including appropriate documentation of client interactions.
•Support branch operations by assisting with teller-line transactions as needed and participate in branch huddles and debriefs.

Pay and Benefits

Salary: USD 20.67 - 31.25 hourly

Key Requirements

•High School Diploma, GED, or equivalent business experience (required).
•1+ years experience developing customer relationships, achieving sales goals, and building referral sources; sales experience more important than financial services experience (required).
•Understanding of consumer credit, including loan to value, debt to income, and credit reports (required).
•Foundational knowledge of sales and service techniques including tele-consulting, outside calling, prospecting, and networking (required).
•Working knowledge of PCs (MS Windows and Office products including Word, Excel, etc.) and digital technology (mobile, apps, web-based browsing) (required).

Experience:1+ years

Education:High School

Skills:Client serviceCommunicationTime managementIntegrityRelationship building

Certifications:Notary License

Tech Stack:MS WindowsMicrosoft OfficeWordExcelMobile 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: 3.6

Website LinkedIn