Personal Banker

KeyBank; Pittsburgh (Allegheny County); On-site; USD 35,000 - 55,000; Full time

Job summary

An established industry player is seeking a motivated Personal Banker to join their dynamic team in Pittsburgh. This role involves engaging with clients to provide tailored financial wellness solutions and deepen relationships through effective communication and sales techniques. The ideal candidate will embody a client-first mentality, demonstrating strong teamwork and a commitment to helping clients achieve their financial goals. If you're passionate about building relationships and making a positive impact in the community, this opportunity is perfect for you.

Qualifications

• Minimum 1 year experience in customer relationship development and sales.
• Understanding of consumer credit and financial products.

Responsibilities

• Engage clients to uncover financial needs and provide solutions.
• Open personal and business accounts while ensuring compliance.

Skills

Customer Relationship Development

Sales Techniques

Financial Wellness Recommendations

Communication Skills

Education

High School Diploma or GED

Bachelor's Degree

Tools

PCs and Digital Technology

Job description

Join to apply for the Personal Banker role at KeyBank.

Location:

1020 Western Avenue - Pittsburgh, Pennsylvania 15233

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 clients' 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 teamwork, communication, and confidence are critical for this role. At KeyBank, we believe it’s our opportunity and 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.

Responsibilities:

1. 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.
2. Listen for clues for financial wellness opportunities during client conversations and provide effective and customized financial wellness recommendations.
3. Attain individual activity, behavior, and outcome expectations consistently.
4. Open personal and business accounts (checking, small business, deposit products, home equity, unsecured lending, CDs, etc.).
5. Develop strong partnerships with branch teammates and line of business partners, focusing on client acquisition and relationship deepening.
6. Ensure compliance with operational, risk, security, and audit procedures, including documentation of client interactions.
7. Support branch operations, including assisting with client transactions on the Teller line as needed.
8. Participate in and occasionally facilitate morning huddles and end-of-day debriefs.
9. Perform other duties as assigned, with or without notice.
10. Comply with all KeyBank policies and procedures, acting professionally, ethically, and in the best interests of clients and the bank.

Qualifications:

• High School Diploma, GED, or equivalent experience (required); Bachelor's Degree (preferred).
• Minimum of 1 year experience in developing customer relationships, achieving sales goals, and building referral sources. Experience with sales is more important than financial services experience.
• Understanding of consumer credit, including loan to value, debt to income, and credit reports.
• Knowledge of sales and service techniques, including tele-consulting, outside calling, prospecting, and networking.
• Comfort interacting with small business clients, overcoming objections, and asking fact-finding questions.
• Experience influencing business partners and leveraging centers of influence.
• Working knowledge of PCs and digital technology.