Relationship Banker: Build Financial Wellness

Talentify; Carmel (IN); On-site; USD 29,000 - 43,000; Full time

Job summary

KeyBank in Carmel, Indiana seeks a Personal Banker to engage clients, uncover financial needs, and guide solutions. You will open accounts, promote bank products, and build relationships with individuals and small businesses through in-person and call activities.

The role emphasizes integrity, client-first service, teamwork, and adherence to risk procedures. Applicants should have at least 1 year of sales or relationship-building experience, a high school diploma (bachelor's preferred), and

Qualifications

• Minimum of 1 year experience developing current and new customer relationships and achieving sales goals.
• 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 and networking.

Responsibilities

• Build client relationships and uncover needs through conversations and referrals.
• Open and manage client accounts and perform routine banking transactions as needed.
• Collaborate with branch teammates and partners to expand relationships and cross-sell products.
• Ensure compliance with risk, security, and audit procedures and proper documentation of interactions.
• Educate clients on digital banking platforms and self-service capabilities.

Skills

Relationship building

Sales proficiency

Communication skills

Time management

Integrity

Education

High School Diploma / GED

Bachelor's Degree (preferred)

Tools

MS Windows

Microsoft Office

Excel

Job description

KeyBank in Carmel, Indiana seeks a Personal Banker to engage clients, uncover financial needs, and guide solutions. You will open accounts, promote bank products, and build relationships with individuals and small businesses through in-person and call activities.

The role emphasizes integrity, client-first service, teamwork, and adherence to risk procedures. Applicants should have at least 1 year of sales or relationship-building experience, a high school diploma (bachelor's preferred), and