Client-First Personal Banker | Grow Client Relationships

KeyBank; Arlington (NY); On-site; USD 28,000 - 43,000; Full time

Job summary

KeyBank in Poughkeepsie, NY is seeking a Personal Banker to engage clients, uncover needs, and provide guidance to support financial wellness in person and by phone. The role emphasizes relationship building, proactive client conversations, and delivering tailored financial solutions within a branch setting.

You will work with the branch team to attract new clients and deepen relationships with existing clients, aiming to improve their financial outcomes while upholding KeyBank policies and

Qualifications

• Minimum 1 year of experience developing current and new customer relationships.
• Sales experience preferred, with ability to meet goals and build referrals.
• Strong communication and interpersonal skills with clients.

Responsibilities

• Engage clients to uncover needs and provide guidance and solutions for financial wellness.
• Open new accounts and deepen existing relationships to meet client goals.
• Collaborate with branch teammates to attract new clients and support daily operations.

Skills

Customer relationships

Sales skills

Communication

Education

High School Diploma or GED

Bachelor’s Degree preferred

Tools

MS Office

Job description

KeyBank in Poughkeepsie, NY is seeking a Personal Banker to engage clients, uncover needs, and provide guidance to support financial wellness in person and by phone. The role emphasizes relationship building, proactive client conversations, and delivering tailored financial solutions within a branch setting.

You will work with the branch team to attract new clients and deepen relationships with existing clients, aiming to improve their financial outcomes while upholding KeyBank policies and