Client-Centric Personal Banker: Grow Relationships & Finances

KeyBank; Mahopac (NY); On-site; USD 29,000 - 43,000; Full time

Job summary

KeyBank is seeking a Personal Banker in Mahopac, NY to engage clients, uncover financial needs, and provide tailored guidance for their financial wellness. You will contribute to attracting new clients and expanding relationships with existing clients through proactive outreach and in-person service.

The role emphasizes a client-first, sales-driven mindset, teamwork, and the ability to work within branch operations while maintaining compliance and strong communication with clients.

Qualifications

• Minimum 1 year experience in developing current and new customer relationships and meeting sales goals.
• Understanding of consumer credit basics including loans and credit reports.
• Foundational knowledge of sales and service techniques with clients, including tele-consulting and networking.

Responsibilities

• Engage clients in conversations to uncover needs and offer financial wellness guidance.
• Open and maintain personal and small business accounts and deposit products.
• Build partnerships with branch teammates and other bank lines of business to deepen relationships.
• Ensure compliance with operational, risk, security and audit procedures.

Skills

Relationship building

Sales experience

Communication skills

Digital literacy

Education

High School Diploma / GED

Bachelor's degree (preferred)

Tools

MS Windows

MS Excel

MS Word

Job description

KeyBank is seeking a Personal Banker in Mahopac, NY to engage clients, uncover financial needs, and provide tailored guidance for their financial wellness. You will contribute to attracting new clients and expanding relationships with existing clients through proactive outreach and in-person service.

The role emphasizes a client-first, sales-driven mindset, teamwork, and the ability to work within branch operations while maintaining compliance and strong communication with clients.