Relationship Banker - Financial Wellness & Solutions

KeyBank; Ridge (NY); On-site; USD 28,000 - 43,000; Full time

Job summary

KeyBank's Stone Ridge, NY branch is seeking a Personal Banker to engage clients, understand needs, and provide guidance for financial wellness. You’ll attract new clients and deepen relationships with existing clients, both in person and via proactive calling efforts.

The ideal candidate is a client-first, sales-driven, self-motivated team player with strong communication skills and a focus on service excellence. This role requires a dedication to branch goals and adherence to KeyBank policies.

Qualifications

• High School Diploma, GED or equivalent business experience (required) or Bachelor's Degree (preferred).
• 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.
• Comfortable interacting with small business clients, overcoming objection, and asking fact-finding questions with the goal of being helpful.

Responsibilities

• Open personal and business accounts (consumer checking, small business, various deposit products, home equity, unsecured lending, certificates of deposit, etc.).
• Develop strong partnerships with branch teammates and line of business partners to focus on client acquisition and deepen current client relationships.
• Ensure compliance with operational, risk, security and audit procedures and policies including documentation of client interactions.
• Support 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

Building client relationships

Sales experience

Communication skills

Digital literacy

PC skills (Windows & Office)

Education

High School Diploma or GED

Bachelor's Degree (preferred)

Tools

Microsoft Word

Microsoft Excel

Office Suite

Job description

KeyBank's Stone Ridge, NY branch is seeking a Personal Banker to engage clients, understand needs, and provide guidance for financial wellness. You’ll attract new clients and deepen relationships with existing clients, both in person and via proactive calling efforts.

The ideal candidate is a client-first, sales-driven, self-motivated team player with strong communication skills and a focus on service excellence. This role requires a dedication to branch goals and adherence to KeyBank policies.