Talent.com
Personal Banker

Personal Banker

KeyCorpMalvern, PA, 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 • Malvern, PA, US

    Job_description.internal_linking.related_jobs
    • serp_jobs.job_card.promoted
    Personal Banker

    Personal Banker

    KeyCorpWest Chester, PA, US
    serp_jobs.job_card.full_time
    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_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    Personal Banker I

    Personal Banker I

    Wilmington Savings Fund SocietyWilmington, DE, US
    serp_jobs.job_card.full_time
    Job Description At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive.C...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
    Personal Banker (R-33785)

    Personal Banker (R-33785)

    KeyBankHarleysville, Pennsylvania, 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_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    Personal Banker II

    Personal Banker II

    Wilmington Savings Fund SocietyWilmington, DE, US
    serp_jobs.job_card.full_time
    Job Description At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive.C...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
    • serp_jobs.job_card.promoted
    Personal Banker

    Personal Banker

    PNCCreamery, PA, 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_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    Personal Banker

    Personal Banker

    PNC Financial Services GroupKennett Square, PA, 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_moreserp_jobs.last_updated.last_updated_variable_hours
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    Floating Personal Banker- Sussex County, DE

    Floating Personal Banker- Sussex County, DE

    Wilmington Savings Fund SocietyWilmington, DE, US
    serp_jobs.job_card.full_time
    Job Description Schedule : Monday - Friday 8 AM – 6 PM, Saturday 9 AM – 1 PM Location : This role will travel to branch locations within Sussex County, DE. WSFS Bank's Personal Bankers will be respons...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    Floating Personal Banker- Kent County, DE

    Floating Personal Banker- Kent County, DE

    Wilmington Savings Fund SocietyWilmington, DE, US
    serp_jobs.job_card.full_time
    Job Description Schedule : Monday - Friday 8 AM – 6 PM, Saturday 9 AM – 1 PM Location : This role will travel to branch locations within Kent County, DE. WSFS Bank's Personal Bankers will be responsib...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
    • serp_jobs.job_card.promoted
    Relationship Banker

    Relationship Banker

    M&T BankHavertown, PA, US
    serp_jobs.job_card.full_time
    Identifies customers' needs through the bank's retail sales process to provide proactive basic sales solutions through customer outreach for basic customer needs and / or refer complex customer needs...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    Personal Banker (R-33786)

    Personal Banker (R-33786)

    KeyBankRed Hill, Pennsylvania, 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_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Personal Banker- Broomall, PA

    Personal Banker- Broomall, PA

    Wilmington Savings Fund SocietyWilmington, DE, US
    serp_jobs.job_card.full_time
    Job Description Schedule : Monday - Friday 8 AM – 6 PM, Saturday 9 AM – 1 PM.This is a full-time 40-hour / week position with a flexible rotating weekly schedule and 2-3 Saturdays per month.WSFS Bank'...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Personal Banker - Medford Lakes, NJ

    Personal Banker - Medford Lakes, NJ

    Wilmington Savings Fund SocietyWilmington, DE, US
    serp_jobs.job_card.full_time
    Job Description At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive.C...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    Personal Banker - Lewes

    Personal Banker - Lewes

    Wilmington Savings Fund SocietyWilmington, DE, US
    serp_jobs.job_card.full_time
    Job Description Schedule : Monday - Friday 8 AM – 6 PM, Saturday 9 AM – 1 PM WSFS Bank's Personal Bankers will be responsible for providing products and services to enhance our Customer relationship...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
    • serp_jobs.job_card.promoted
    Experienced Personal Banker-Kennett Square, PA

    Experienced Personal Banker-Kennett Square, PA

    Wilmington Savings Fund SocietyWilmington, DE, US
    serp_jobs.job_card.full_time
    Job Description Schedule : Monday - Friday 8 AM – 6 PM, Saturday 9 AM – 1 PM.This is a full-time 40-hour / week position with a flexible rotating weekly schedule and 2-3 Saturdays per month.WSFS Bank'...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Personal Banker- Broomall, PA

    Personal Banker- Broomall, PA

    WSFS BankBroomall, PA, US
    serp_jobs.job_card.full_time
    Schedule : Monday - Friday 8 AM 6 PM, Saturday 9 AM 1 PM.This is a full-time 40-hour / week position with a flexible rotating weekly schedule and 2-3 Saturdays per month. WSFS Bank's Personal Bankers...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Floating Personal Banker-New Jersey

    Floating Personal Banker-New Jersey

    Wilmington Savings Fund SocietyWilmington, DE, US
    serp_jobs.job_card.full_time
    Job Description Schedule : Monday - Friday 8 AM – 6 PM, Saturday 9 AM – 1 PM WSFS Bank's Personal Bankers will be responsible for providing products and services to enhance our Customer relationship...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Floating Personal Banker - Delaware County, PA

    Floating Personal Banker - Delaware County, PA

    WSFS BankHavertown, PA, US
    serp_jobs.job_card.full_time
    Schedule : Monday - Friday 8 AM 6 PM, Saturday 9 AM 1 PM.WSFS Bank's Personal Bankers will be responsible for providing products and services to enhance our Customer relationships.The incumbent wi...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Personal Banker- Havertown, PA

    Personal Banker- Havertown, PA

    WSFS BankHavertown, PA, US
    serp_jobs.job_card.full_time
    Schedule : Monday - Friday 8 AM 6 PM, Saturday 9 AM 1 PM.This is a full-time 40-hour / week position with a flexible rotating weekly schedule and 2-3 Saturdays per month. WSFS Bank's Personal Bankers...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Experienced Personal Banker-Kennett Square, PA

    Experienced Personal Banker-Kennett Square, PA

    WSFS BankKennett Square, PA, US
    serp_jobs.job_card.full_time
    Schedule : Monday - Friday 8 AM 6 PM, Saturday 9 AM 1 PM.This is a full-time 40-hour / week position with a flexible rotating weekly schedule and 2-3 Saturdays per month. WSFS Bank's Personal Bankers...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Personal Banker- Eddystone, PA

    Personal Banker- Eddystone, PA

    Wilmington Savings Fund SocietyWilmington, DE, US
    serp_jobs.job_card.full_time
    Job Description At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive.C...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days