Personal Banker

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

Partner with KeyBank clients and local businesses to uncover financial wellness needs through in-person conversations and proactive calling. Drive new client acquisition and expand relationships while achieving individual sales and activity goals. Open consumer and small business accounts, provide tailored recommendations, and coordinate with branch teammates and internal partners. Ensure compliance with operational, risk, security, and audit procedures, including accurate documentation of client interactions.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
KeyCorp
KeyCorp
1 week ago

Personal Banker

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 4 hours agoStatus: Live

Job Summary

Partner with KeyBank clients and local businesses to uncover financial wellness needs through in-person conversations and proactive calling. Drive new client acquisition and expand relationships while achieving individual sales and activity goals. Open consumer and small business accounts, provide tailored recommendations, and coordinate with branch teammates and internal partners. Ensure compliance with operational, risk, security, and audit procedures, including accurate documentation of client interactions.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Entry level

Key Responsibilities

  • •Engage clients in conversations (in person and over the phone) to identify financial wellness opportunities and deliver customized recommendations.
  • •Achieve individual activity, behavior, and outcome goals aligned to client acquisition and relationship growth.
  • •Open and manage consumer and business accounts and related financial products (including deposits, lending, and certificates of deposit).
  • •Partner with branch teammates and line-of-business partners to deepen relationships and manage centers of influence.
  • •Follow compliance and operational/risk/security/audit procedures, support branch operations as needed, and assist on the Teller line.

Pay and Benefits

Salary: USD 20.67 - 31.25 hourly

Key Requirements

  • •1+ years of experience developing current and new 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 and Office Products including Word and Excel).
  • •Working knowledge of digital technology (mobile, apps, and web-based browsing) and ability to educate clients on digital platforms.
Experience:1+ years
Education:High School
Skills:IntegrityTime managementRelationship buildingCommunicationRisk management
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