Personal Banker (Spanish preferred)

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

Partner with clients in the branch to uncover needs, deliver tailored financial wellness recommendations, and build long-term relationships. Drive new client acquisition and expand existing relationships through proactive calling, scheduled appointments, and strong referral-building. Open consumer and business accounts and support teller transactions as needed, while partnering with branch teams and business lines. Maintain compliance with risk, security, audit, and documentation requirements.

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FursaFursa
KeyCorp
KeyCorp
5 days ago

Personal Banker (Spanish preferred)

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Source: Company careers pageValidated by: Fursa AI
Last checked: 5 hours agoStatus: Live

Job Summary

Partner with clients in the branch to uncover needs, deliver tailored financial wellness recommendations, and build long-term relationships. Drive new client acquisition and expand existing relationships through proactive calling, scheduled appointments, and strong referral-building. Open consumer and business accounts and support teller transactions as needed, while partnering with branch teams and business lines. Maintain compliance with risk, security, audit, and documentation requirements.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Entry level

Key Responsibilities

  • •Engage clients in in-person and phone conversations to identify financial wellness opportunities and provide customized recommendations.
  • •Consistently attain individual activity, behavior, and outcome goals and expectations.
  • •Open consumer and business accounts and related products (including deposits, lending, and CDs) based on client needs.
  • •Develop partnerships with branch teammates and line-of-business partners to support client acquisition and deepen relationships.
  • •Ensure compliance with operational, risk, security, and audit procedures, including documenting client interactions; assist with teller transactions as needed.

Pay and Benefits

Salary: USD 20.67 - 31.25 hourly

Key Requirements

  • •Minimum 1 year of experience developing current and new customer relationships, achieving sales goals, and building referral sources (sales experience prioritized).
  • •Understanding of consumer credit, including loan-to-value, debt-to-income, and credit reports.
  • •Foundational knowledge of sales and service techniques: tele-consulting, outside calling, prospecting, and networking.
  • •Comfort interacting with small business clients, overcoming objections, and asking fact-finding questions (preferred).
  • •Working knowledge of PCs (MS Windows and Office such as Word and Excel) and digital technology (mobile, apps, web browsing) to educate clients on digital platforms (required).
Experience:1+ years
Education:High School
Skills:IntegrityTime managementRelationship buildingClient serviceCommunication
Licenses:Notary License
Languages:Spanish
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
Glassdoor: 3.6
WebsiteLinkedIn