KeyCorp

3 weeks 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

Provide trusted financial guidance to individuals and small businesses by holding proactive in-person and phone conversations to uncover needs, recommend solutions, and support client financial wellness goals. Meet individual sales and referral expectations, open personal and business accounts and lending products, and deepen relationships through branch and partner collaboration. Ensure compliance with operational, risk, security, and audit procedures, assist with teller-line transactions as needed, and participate in branch huddles and debriefs.

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Banking, Lending & Credit

Seniority: Mid level

Key Responsibilities

•Engage with clients in-person and by phone to identify financial wellness opportunities and provide customized recommendations.
•Meet individual activity, behavior, and outcome goals while pursuing client acquisition and expanding existing relationships.
•Open and manage personal and business accounts and related products, including deposit products, home equity, unsecured lending, and certificates of deposit.
•Ensure compliance with operational, risk, security, audit procedures, and appropriate documentation of client interactions.
•Support branch operations by assisting with teller-line transactions as needed; participate in morning huddles and end-of-day debriefs; work Saturdays as directed.

Pay and Benefits

Salary: USD 20.67 - 31.25 hourly

Key Requirements

•1+ years 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.
•Ability to influence business partners and leverage centers of influence to drive client acquisition and relationship deepening.
•Working knowledge of PCs (MS Windows and Office products such as Word and Excel) and digital technology (mobile, apps, and web-based browsing).

Experience:1+ yearsFinancial servicesBankingClient-facing sales

Education:Bachelor's

Skills:Client-focusedRelationship buildingCommunicationTime managementIntegrity

Certifications:Notary License

Tech Stack:MS WindowsMicrosoft OfficeWordExcelMobile appsWeb 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

3 weeks 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: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Banking, Lending & Credit

Seniority: Mid level

Key Responsibilities

•Engage with clients in-person and by phone to identify financial wellness opportunities and provide customized recommendations.
•Meet individual activity, behavior, and outcome goals while pursuing client acquisition and expanding existing relationships.
•Open and manage personal and business accounts and related products, including deposit products, home equity, unsecured lending, and certificates of deposit.
•Ensure compliance with operational, risk, security, audit procedures, and appropriate documentation of client interactions.
•Support branch operations by assisting with teller-line transactions as needed; participate in morning huddles and end-of-day debriefs; work Saturdays as directed.

Pay and Benefits

Salary: USD 20.67 - 31.25 hourly

Key Requirements

•1+ years 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.
•Ability to influence business partners and leverage centers of influence to drive client acquisition and relationship deepening.
•Working knowledge of PCs (MS Windows and Office products such as Word and Excel) and digital technology (mobile, apps, and web-based browsing).

Experience:1+ yearsFinancial servicesBankingClient-facing sales

Education:Bachelor's

Skills:Client-focusedRelationship buildingCommunicationTime managementIntegrity

Certifications:Notary License

Tech Stack:MS WindowsMicrosoft OfficeWordExcelMobile appsWeb 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