Personal Banker

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

Serve as a client-first, sales-driven partner for individuals and businesses in the branch. Deeply engage clients in-person and by proactive calling to uncover financial wellness needs, recommend tailored guidance, and grow client relationships. Meet individual sales and activity goals, open consumer and business accounts, and collaborate with branch and line-of-business partners to acquire and expand relationships while ensuring compliance with risk, security, audit, and operational procedures.

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FursaFursa
KeyCorp
KeyCorp
1 day ago

Personal Banker

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Source: Company careers pageValidated by: Fursa AI
Last checked: 8 hours agoStatus: Live

Job Summary

Serve as a client-first, sales-driven partner for individuals and businesses in the branch. Deeply engage clients in-person and by proactive calling to uncover financial wellness needs, recommend tailored guidance, and grow client relationships. Meet individual sales and activity goals, open consumer and business accounts, and collaborate with branch and line-of-business partners to acquire and expand relationships while ensuring compliance with risk, security, audit, and operational procedures.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Entry level

Key Responsibilities

  • •Listen for financial wellness opportunities during in-person and phone conversations and provide customized recommendations.
  • •Open personal and business accounts, including consumer checking, deposit products, home equity, unsecured lending, and certificates of deposit.
  • •Consistently attain individual activity and outcome goals while using lead lists, walk-ins, and professional contacts to drive referrals.
  • •Develop partnerships with branch teammates and line of business partners to acquire new clients and expand existing relationships.
  • •Ensure compliance with operational, risk, security, and audit procedures, including appropriate documentation of client interactions.

Pay and Benefits

Salary: USD 20.67 - 31.25 hourly

Key Requirements

  • •1+ years of experience building current and new customer relationships, achieving sales goals, and developing referral sources.
  • •Understanding of consumer credit, including loan-to-value, debt-to-income, and credit reports.
  • •Knowledge of sales and service techniques such as tele-consulting, outside calling, prospecting, and networking.
  • •Comfort interacting with small business clients, overcoming objections, and asking fact-finding questions.
  • •Working knowledge of PCs (MS Windows and Office products like Word and Excel).
Experience:1+ years
Education:High School
Skills:Client serviceTime managementRelationship buildingCommunicationIntegrity
Certifications:Notary License
Tech Stack:MS WindowsWordExcelMobileAppsWeb 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