Personal Banker

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

Serve as a client-first sales and relationship partner for individuals and small businesses in the branch. Engage customers in deeper conversations to uncover financial wellness needs, deliver customized recommendations, and open accounts and lending products. Meet individual sales and activity goals, leverage referral sources and internal partners, and support branch operations (including teller assistance). Ensure compliance with banking, risk, security, and audit procedures and participate in branch huddles and debriefs.

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FursaFursa
KeyCorp
KeyCorp
47 minutes ago

Personal Banker

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Source: Company careers pageValidated by: Fursa AI
Last checked: 47 minutes agoStatus: Live

Job Summary

Serve as a client-first sales and relationship partner for individuals and small businesses in the branch. Engage customers in deeper conversations to uncover financial wellness needs, deliver customized recommendations, and open accounts and lending products. Meet individual sales and activity goals, leverage referral sources and internal partners, and support branch operations (including teller assistance). Ensure compliance with banking, risk, security, and audit procedures and participate in branch huddles and debriefs.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit

Key Responsibilities

  • •Engage clients in-person and via proactive calling to identify financial wellness opportunities and provide customized recommendations.
  • •Open consumer and small business accounts and products including deposit accounts, home equity, unsecured lending, and certificates of deposit.
  • •Consistently attain individual activity, behavior, and outcome goals and expectations.
  • •Develop partnerships with branch and line-of-business teams to acquire new clients and deepen relationships with existing clients.
  • •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 experience developing current and new customer relationships, achieving sales goals, and building referral sources (sales is more important than financial services).
  • •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.
  • •Experience interacting with business partners and leveraging centers of influence to support client acquisition and relationship growth.
  • •Working knowledge of PCs (MS Windows and Office products including Word and Excel).
Experience:1+ yearsBankingFinancial servicesCustomer relationshipsSales
Education:High School
Skills:Customer focusTime managementIntegrityRelationship buildingVerbal communication
Licenses:Notary License
Tech Stack:MS WindowsWordExcelMobileAppsWeb-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