Personal Banker

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

Serve as a trusted, client-first advisor for individuals and small businesses in your branch community. Engage clients in deeper conversations to identify financial wellness opportunities, build referral sources, and meet activity and sales goals through in-person and proactive calling. Open consumer and business accounts, recommend tailored banking solutions, partner with branch teammates and line-of-business specialists, and ensure compliance with operational, risk, security, and audit procedures.

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FursaFursa
KeyCorp
KeyCorp
48 minutes ago

Personal Banker

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Source: Company careers pageValidated by: Fursa AI
Last checked: 48 minutes agoStatus: Live

Job Summary

Serve as a trusted, client-first advisor for individuals and small businesses in your branch community. Engage clients in deeper conversations to identify financial wellness opportunities, build referral sources, and meet activity and sales goals through in-person and proactive calling. Open consumer and business accounts, recommend tailored banking solutions, partner with branch teammates and line-of-business specialists, and ensure compliance with operational, risk, security, and audit procedures.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Listen for financial wellness opportunities during in-person and phone client conversations and provide customized recommendations.
  • •Open personal and business accounts, including deposit products and lending products such as home equity, unsecured lending, and certificates of deposit.
  • •Consistently attain individual activity, behavior, and outcome goals and expectations.
  • •Develop partnerships with branch teammates and line of business partners to drive client acquisition and deepen existing relationships.
  • •Ensure compliance with operational, risk, security and audit procedures, including documentation of client interactions.

Pay and Benefits

Salary: USD 20.67 - 31.25 hourly

Key Requirements

  • •1+ years 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 with clients, including tele-consulting, outside calling, prospecting, and networking.
  • •Comfort interacting with small business clients, overcoming objection, and asking fact-finding questions (preferred).
  • •Working knowledge of PCs (MS Windows and Office products including Word and Excel).
Experience:1+ yearsBankingFinancial servicesCustomer relationshipsSalesRetail banking
Education:High School
Skills:Client serviceCommunicationRelationship buildingTime managementIntegrity
Licenses:Notary License
Tech Stack:MS WindowsMicrosoft OfficeWordExcelMobileAppsWeb browsingDigital platforms

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