Client Growth Banker | Personal Banking Expert

KeyBank; Harleysville (PA); Sur place; USD 28 000 - 43 000; Plein temps

Résumé du poste

KeyBank in Harleysville, PA seeks a Personal Banker to engage clients, uncover needs, and provide guidance and solutions for financial wellness. You will build relationships, attract new clients, and deepen existing accounts both in person and by proactive calling.

A client-first, sales-driven mindset with teamwork and strong communication is essential. Role emphasizes opening accounts, cross-selling, and collaborating with branch and business partners while maintaining compliance and delivering

Qualifications

• Minimum of 1 year 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.

Responsabilités

• Engages clients in conversations to uncover needs and provide guidance and solutions.
• Attains activity, behavior, and outcome goals and expectations.
• Opens personal and business accounts and supports branch operations as needed.
• Develops partnerships with teammates and external partners to grow client relationships.

Connaissances

Client relationship development

Sales & referrals

Financial wellness guidance

Digital banking knowledge

Excellent communication

Formation

High School Diploma / GED or equivalent

Bachelor's Degree (preferred)

Outils

MS Windows

MS Office (Word, Excel)

Description du poste

KeyBank in Harleysville, PA seeks a Personal Banker to engage clients, uncover needs, and provide guidance and solutions for financial wellness. You will build relationships, attract new clients, and deepen existing accounts both in person and by proactive calling.

A client-first, sales-driven mindset with teamwork and strong communication is essential. Role emphasizes opening accounts, cross-selling, and collaborating with branch and business partners while maintaining compliance and delivering