Personal Banker

KeyCorp
New York
Workplace: OnsiteFull timeUSD 20.67 - 31.25 hourlyFunction: Banking, Lending & CreditExperience: 1+ yearsEducation: high_schoolSkills: ["Client relationship building","Communication","Problem-solving","Integrity","Time management"]

Serve as a client-first, sales-driven Personal Banker for the Tarrytown branch, engaging customers in deeper conversations to uncover financial wellness needs and provide tailored recommendations through in-person and proactive calling. Open and grow consumer and small business relationships by meeting sales and referral goals, partnering with branch teams and internal centers of influence, and supporting compliant branch operations including teller transactions as needed.

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FursaFursa
KeyCorp
KeyCorp
2 months ago

Personal Banker

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Source: Company careers pageValidated by: Fursa AI
Last checked: 2 hours agoStatus: Live

Job Summary

Serve as a client-first, sales-driven Personal Banker for the Tarrytown branch, engaging customers in deeper conversations to uncover financial wellness needs and provide tailored recommendations through in-person and proactive calling. Open and grow consumer and small business relationships by meeting sales and referral goals, partnering with branch teams and internal centers of influence, and supporting compliant branch operations including teller transactions as needed.
Location: New York
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Entry level

Key Responsibilities

  • •Deliver strong client experience by being present with clients and teammates and recognizing the impact of interactions.
  • •Identify financial wellness opportunities during in-person and phone conversations and provide customized recommendations.
  • •Open personal and business accounts and lending/deposit products to meet client needs.
  • •Develop partnerships with branch teammates and line-of-business partners to acquire new clients and deepen existing relationships.
  • •Ensure compliance with operational, risk, security, and audit procedures, including documenting client interactions, and support teller line transactions as needed.

Pay and Benefits

Salary: USD 20.67 - 31.25 hourly

Key Requirements

  • •High school diploma/GED or equivalent business experience.
  • •Minimum of 1 year experience developing 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.
  • •Working knowledge of PCs (MS Windows, Word, Excel) and digital technology (mobile, apps, and web-based browsing).
Experience:1+ years
Education:High School
Skills:Client relationship buildingCommunicationProblem-solvingIntegrityTime management
Licenses:Notary License
Certifications:Notary License
Languages:Spanish
Tech Stack:MS WindowsMicrosoft WordMicrosoft ExcelMobileAppsWeb-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