Relationship Banker: Grow Clients & Financial Wellness

KeyBank; Chelsea (MI); Presencial; USD 29.000 - 43.000; Jornada completa

Descripción de la vacante

KeyBank in Chelsea, MI is seeking a Personal Banker to engage clients, uncover financial needs, and offer guidance for their financial wellness. You will work with both individuals and small businesses, expanding relationships and driving client confidence in their finances.

The role emphasizes customer-first service, branch collaboration, and proactive calling efforts to grow the client base while supporting daily branch operations. A strong sales mindset and clear communication are essential.

Formación

• Minimum 1 year in developing customer relationships and achieving sales goals.
• Understanding of consumer credit: loan-to-value, debt-to-income, credit reports.
• Strong sales and service techniques with clients and prospecting skills.
• Ability to collaborate with branch teammates and centers of influence across banking lines.

Responsabilidades

• Engage clients in conversations to uncover needs and provide tailored financial wellness guidance.
• Open personal and business accounts and promote deposit products and lending options.
• Meet or exceed individual activity and sales targets.
• Ensure compliance with operational, risk, and audit procedures and proper documentation of interactions.
• Support branch operations and assist with teller transactions when needed.
• Participate in morning huddles and end-of-day debriefs.

Conocimientos

Relationship building

Sales skills

Communication

Financial product knowledge

PC skills

Educación

High School Diploma/GED

Bachelor's Degree

Herramientas

MS Office

Digital banking tools

Descripción del empleo

KeyBank in Chelsea, MI is seeking a Personal Banker to engage clients, uncover financial needs, and offer guidance for their financial wellness. You will work with both individuals and small businesses, expanding relationships and driving client confidence in their finances.

The role emphasizes customer-first service, branch collaboration, and proactive calling efforts to grow the client base while supporting daily branch operations. A strong sales mindset and clear communication are essential.