Personal Banker

KeyBank NA; Columbus (OH); On-site; USD 36,000 - 56,000; Full time

Job summary

KeyBank NA is seeking a Personal Banker in Columbus, OH to engage clients, uncover needs, and guide financial solutions across personal and small business banking lines. This role emphasizes relationship building, sales-driven performance, and strong teamwork within the branch network.

Ideal candidates have at least 1 year in customer relationship roles, comfort with sales, and basic knowledge of consumer credit; a high school diploma is required, with a bachelor’s degree preferred.

Qualifications

• 1+ years of experience in developing current and new customer relationships and achieving sales goals.
• Foundational knowledge of sales and service techniques with clients.
• Understanding of consumer credit concepts (e.g., loan-to-value, debt-to-income, credit reports).

Responsibilities

• Embodies a strong client experience culture, being present with every client and teammate.
• Identify financial wellness opportunities during conversations and provide guidance.
• Attain individual activity, behavior, and outcome goals.
• Open personal and business accounts (checking, small business, deposits, loans, CDs).
• Develop partnerships with branch teammates and partners to grow client relationships.
• Ensure compliance with operational, risk, security and audit procedures and document client interactions.
• Support branch operations including teller duties as needed.
• Participate in morning huddles and end-of-day debriefs.
• Work on Saturdays as directed by management.

Skills

Client relationship building

Sales and upselling

Communication skills

Teamwork

Education

High School Diploma or GED

Bachelor’s Degree (preferred)

Job description

Location

175 S 3rd Street – Columbus, Ohio 43215 This is a Hire Ahead position and will require flexibility to work at any of the area branches including: Columbus, Gahanna, Reynoldsburg, Pickerington, Grove City, Hillard

Job Summary

Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank 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.

Essential Functions

• 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 in-person and over the phone client conversations and provide effective and customized financial wellness recommendations to clients.


• Consistently attains individual activity, behavior, and outcome goals and 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 in-person morning huddles and end of day debriefs.


• Work on Saturdays as directed by management.


• 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

High School Diploma , GED or equivalent business experience (required) or – Bachelor’s Degree (preferred)

Work Experience

1+ years 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