Talent.com
Personal Banker
Personal BankerKeyCorp • Westlake, OH, US
Personal Banker

Personal Banker

KeyCorp • Westlake, OH, US
job_description.job_card.30_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

Personal Banker

Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. Personal Bankers engage clients in deeper conversations to uncover needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts. As part of the branch team, the Personal Banker will work toward attracting new clients to Key and work with existing clients to develop and expand relationships based on their unique financial goals, leading to client confidence in their finances. The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual. Strong and effective teamwork, paired with communication polish and confidence, are critical for this role. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey. We take pride in serving our clients and making them feel that no bank will fight harder for them.

Responsibilities

  • Embodies a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their day, personally, professionally, and financially.
  • Listen for clues for financial wellness opportunities during client conversations and provide effective and customized financial wellness recommendations to clients
  • Consistently attains individual activity, behavior, and outcome expectations.
  • Opening personal and business accounts (consumer checking, small business, various deposit products, home equity, unsecured lending, certificates of deposit, etc.).
  • Developing strong partnerships with branch teammates and line of business partners focusing on client acquisition and deepening the relationship of current clients; effectively managing internal and external centers of influence.
  • Ensuring compliance with operational, risk, security and audit procedures and policies including appropriate documentation of client interactions.
  • Support of branch operations including assisting with client transactions on the Teller line as needed.
  • Participate in and occasionally facilitate morning huddles and end of day debriefs
  • Performs other duties as assigned; duties, responsibilities and / or activities may change or new ones may be assigned at any time with or without notice
  • Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key.

Education Qualifications

  • High School Diploma, GED or equivalent business experience (required) or
  • Bachelor's Degree (preferred)
  • Experience Qualifications

  • Minimum of 1 year experience in developing current and new customer relationships, achieving sales goals, and building referral sources. Experience with sales is more important than financial services experience. KeyBank provides the tools and training, but we need relationship builders with a curious nature who are great at sparking conversations. (required)
  • Understanding of consumer credit - including loan to value, debt to income and credit reports. (required)
  • Foundational knowledge of sales and service techniques with clients, including tele-consulting, outside calling, prospecting, and networking. (required)
  • Comfortable interacting with small business clients, overcoming objection, and asking fact-finding questions with the goal of being helpful. (preferred)
  • Demonstrated experience with influencing business partners and leveraging centers of influence, as this role will require significant influence of partners such as Key Investment Services, Mortgage and Business Banking sales professionals. (required)
  • Working knowledge of PCs (MS Windows and Office Products including Word, Excel, etc.). (required)
  • Working knowledge of digital technology (mobile, apps, web-based browsing) and ability to educate clients on digital platforms and capabilities within Key (required)
  • Licenses and Certifications

  • Notary License (preferred)
  • Tactical Skills

  • Is knowledgeable about the client's accounts and business with the bank and uses sound judgment with customers and transactions
  • Demonstrated ability to attain sales and referral goals through preset appointments and quality conversations leading to recommendations that support clients' financial wellness goals, leveraging system generated lead lists, walk ins, and professional contacts
  • Strong work ethic and high level of integrity
  • Excellent Time management skills
  • Core Competencies

  • All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies.
  • Physical Demands

  • Consumer Retail - Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate / grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 10 lbs., occasional lifting of up to 30 lbs.
  • Driving Requirements

  • Ability to routinely and frequently operate a motor vehicle with a valid driver's license.
  • KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.

    Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.

    serp_jobs.job_alerts.create_a_job

    Personal Banker • Westlake, OH, US

    Job_description.internal_linking.related_jobs
    Personal Banker II

    Personal Banker II

    Civista Bank • Collins, OH, United States
    serp_jobs.job_card.full_time
    A Personal Banker II (PB II) is responsible for maintaining and building customer relationships by providing an exceptional customer experience. A PB II is also responsible for opening new accounts,...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Drive with DoorDash - Be Your Own Boss

    Drive with DoorDash - Be Your Own Boss

    DoorDash • Avon Lake, OH, United States
    serp_jobs.job_card.full_time +1
    DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day. As a Dasher, you’ll stay busy with a var...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Float Personal Banker I

    Float Personal Banker I

    Fifth Third Bancorp • Cleveland, OH, US
    serp_jobs.job_card.full_time
    Make Banking A Fifth Third Better.We connect great people to great opportunities.Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. Selected candidates are intend...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Personal Banker (R-35112)

    Personal Banker (R-35112)

    KeyBank • Akron, Ohio, United States
    serp_jobs.job_card.full_time
    serp_jobs.filters_job_card.quick_apply
    Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities.Personal Bankers engage clients in deeper conversations to uncover needs and provide guida...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days
    Personal Banker

    Personal Banker

    PNC • Medina, OH, US
    serp_jobs.job_card.full_time +1
    At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.We are all united in delivering the best experience for our customers.We work together each day ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Personal Banker Associate I

    Personal Banker Associate I

    Fifth Third Bancorp • Akron, OH, US
    serp_jobs.job_card.full_time
    Make banking a Fifth Third better We connect great people to great opportunities.Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. Selected candidates are intend...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Want to earn extra money? Drive with Uber

    Want to earn extra money? Drive with Uber

    Uber • Avon Lake, OH, US
    serp_jobs.job_card.full_time +1
    Driving with Uber is an alternative to a part-time or full-time job and can get you earning cash on the road quickly.Driving with Uber allows you to earn quick cash while maintaining the flexibilit...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Child Group Therapist

    Child Group Therapist

    Bellefaire JCB • Avon Lake, OH, United States
    serp_jobs.job_card.full_time
    AGENCY SUMMARY : Bellefaire JCB is among the nation's largest, most experienced child service agencies providing a variety of behavioral health, substance abuse, education and prevention services.Th...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Personal Banker (R-35172)

    Personal Banker (R-35172)

    KeyBank • Westlake, Ohio, United States
    serp_jobs.job_card.full_time
    serp_jobs.filters_job_card.quick_apply
    Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities.Personal Bankers engage clients in deeper conversations to uncover needs and provide guida...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days
    Personal Banking Associate I

    Personal Banking Associate I

    Fifth Third Bancorp • Berea, OH, US
    serp_jobs.job_card.full_time
    Make Banking A Fifth Third Better.We connect great people to great opportunities.Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. Selected candidates are intend...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Earn extra cash - Sign up and drive with Uber

    Earn extra cash - Sign up and drive with Uber

    Uber • Avon Lake, OH, US
    serp_jobs.job_card.full_time +1
    Driving with Uber is an alternative to a part-time or full-time job and can get you earning cash on the road quickly.Driving with Uber allows you to earn quick cash while maintaining the flexibilit...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Personal Banker (R-35736)

    Personal Banker (R-35736)

    KeyBank • Avon, Ohio, United States
    serp_jobs.job_card.full_time
    serp_jobs.filters_job_card.quick_apply
    Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities.Personal Bankers engage clients in deeper conversations to uncover needs and provide guida...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_hours
    Personal Banker I - Part-Time

    Personal Banker I - Part-Time

    Civista Bank • Collins, OH, United States
    serp_jobs.job_card.part_time
    A Personal Banker I (PB I) is responsible for maintaining and building customer relationships while utilizing a consultative sales process to proactively provide solutions to assist new and existin...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Personal Banker (R-35426)

    Personal Banker (R-35426)

    KeyBank • Euclid, Ohio, United States
    serp_jobs.job_card.full_time
    serp_jobs.filters_job_card.quick_apply
    Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities.Personal Bankers engage clients in deeper conversations to uncover needs and provide guida...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days
    Drive with DoorDash - Onboarding / Onboard

    Drive with DoorDash - Onboarding / Onboard

    DoorDash • Avon Lake, OH, United States
    serp_jobs.job_card.full_time +1
    DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day. As a Dasher, you’ll stay busy with a var...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Want Cash Jobs? Earn With Uber Instead

    Want Cash Jobs? Earn With Uber Instead

    Uber • Avon Lake, OH, US
    serp_jobs.job_card.full_time +1
    Driving with Uber is an alternative to a part-time or full-time job and can get you earning cash on the road quickly.Driving with Uber allows you to earn quick cash while maintaining the flexibilit...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Mobile Banking Personal Banker

    Mobile Banking Personal Banker

    PNC • Cleveland, OH, US
    serp_jobs.job_card.full_time +1
    At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.We are all united in delivering the best experience for our customers.We work together each day ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Bilingual Spanish - Mobile Banking Personal Banker

    Bilingual Spanish - Mobile Banking Personal Banker

    PNC • Cleveland, OH, US
    serp_jobs.job_card.full_time +1
    At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.We are all united in delivering the best experience for our customers.We work together each day ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted