Client-First Personal Banker: Grow Financial Wellness

KeyCorp; Columbus (OH); On-site; USD 28,000 - 43,000; Full time

Job summary

KeyBank is seeking a Personal Banker to engage clients in conversations to uncover financial wellness opportunities and offer customized guidance. You will open accounts, build relationships, and collaborate with branch teams to grow client relationships and referrals.

This role emphasizes strong client service, sales, and adherence to policies across a diverse branch network. The position requires 1+ years in client relationship and sales activities, with knowledge of consumer credit and

Qualifications

• High School Diploma, GED or equivalent business experience (required) orBachelor's Degree (preferred).
• Experience in 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.
• Comfortable interacting with small business clients, overcoming objection, and asking fact-finding questions.

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.
• 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 in-person morning huddles and end of day debriefs.
• Work on Saturdays as directed by management.

Skills

Sales

Relationship building

Prospecting

Networking

Communication

Time management

Integrity

Customer service

Education

High School Diploma, GED or equivalent business experience

Bachelor's Degree (preferred)

Tools

MS Windows and Office (Word, Excel)

Job description

KeyBank is seeking a Personal Banker to engage clients in conversations to uncover financial wellness opportunities and offer customized guidance. You will open accounts, build relationships, and collaborate with branch teams to grow client relationships and referrals.

This role emphasizes strong client service, sales, and adherence to policies across a diverse branch network. The position requires 1+ years in client relationship and sales activities, with knowledge of consumer credit and