Personal Banker

KeyCorp
Ohio
Workplace: OnsiteFull timeUSD 20.67 - 31.25 hourlyFunction: Banking, Lending & CreditExperience: 1+ yearsEducation: high_schoolSkills: ["Client focus","Sales and referral goal attainment","Time management","Relationship building","Verbal and non-verbal communication"]

Serve as a client-first, sales-driven partner for individuals and small businesses, uncovering needs during in-person and phone conversations to improve clients’ financial wellness. Build and expand relationships by onboarding consumer and business accounts, recommending deposit and lending products, and leveraging leads and centers of influence. Ensure compliance and support branch operations, including occasional teller assistance, while meeting individual sales and activity goals.

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FursaFursa
KeyCorp
KeyCorp
11 hours ago

Personal Banker

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Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 11 hours agoStatus: Live
Reposted: similar role first listed 2 months ago

Job Summary

Serve as a client-first, sales-driven partner for individuals and small businesses, uncovering needs during in-person and phone conversations to improve clients’ financial wellness. Build and expand relationships by onboarding consumer and business accounts, recommending deposit and lending products, and leveraging leads and centers of influence. Ensure compliance and support branch operations, including occasional teller assistance, while meeting individual sales and activity goals.
Location: Ohio
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Entry level

Key Responsibilities

  • •Embody a strong client experience culture and provide personalized in-person and phone guidance to support clients’ financial wellness.
  • •Listen for financial wellness opportunities and recommend effective, customized solutions based on client conversations.
  • •Open personal and business accounts and offer related deposit and lending products (including home equity, unsecured lending, and certificates of deposit).
  • •Develop partnerships with branch teammates and line of business partners to acquire new clients and deepen relationships with existing clients.
  • •Ensure compliance with operational, risk, security, and audit procedures; support branch operations including occasional teller-line transaction assistance.

Pay and Benefits

Salary: USD 20.67 - 31.25 hourly

Key Requirements

  • •High school diploma/GED (or equivalent business experience) (required) or bachelor’s degree (preferred).
  • •Minimum 1 year experience building current and new customer relationships, achieving sales goals, and developing referral sources; sales experience is more important than financial services experience.
  • •Understanding of consumer credit concepts 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 and Office products like Word and Excel) and digital technology (mobile, apps, and web browsing) to educate clients on digital platforms.
Experience:1+ years
Education:High School
Skills:Client focusSales and referral goal attainmentTime managementRelationship buildingVerbal and non-verbal communication
Licenses:Notary License
Certifications:Notary License
Tech Stack:MS WindowsMicrosoft OfficeWordExcelMobileAppsWeb browsingPCs

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