Relationship Banker: Grow Clients & Financial Wellness

KeyBank; New Haven (CT); Vor Ort; USD 28.000 - 43.000; Vollzeit

Zusammenfassung

KeyBank is seeking a Personal Banker in New Haven to engage clients, uncover financial wellness needs, and provide tailored guidance. The role focuses on client acquisition and deepening relationships with a service-first mindset, within a branch setting.

The position emphasizes sales-driven collaboration with teammates, effective communication, and adherence to risk and policy requirements to ensure a positive banking experience for clients.

Qualifikationen

• 1+ years experience in 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.
• Experience interacting with small business clients is preferred.
• Experience influencing business partners and leveraging centers of influence.
• Working knowledge of PCs and MS Office.
• Knowledge of digital platforms and educating clients on digital capabilities.

Aufgaben

• Deliver exceptional client experience and guidance in person or by phone.
• Open personal and business accounts and related deposit products.
• Develop partnerships with branch teammates and business partners to attract and deepen relationships.
• Ensure compliance with policies and proper documentation of client interactions.
• Support branch operations and assist with teller transactions as needed.
• Participate in morning huddles and end-of-day debriefs.
• Work on Saturdays as directed by management.

Kenntnisse

Client relationships

Sales experience

Communication skills

Digital banking

MS Windows

Excel

Ausbildung

High School Diploma

Bachelor’s Degree (preferred)

Tools

MS Windows

MS Office

Jobbeschreibung

KeyBank is seeking a Personal Banker in New Haven to engage clients, uncover financial wellness needs, and provide tailored guidance. The role focuses on client acquisition and deepening relationships with a service-first mindset, within a branch setting.

The position emphasizes sales-driven collaboration with teammates, effective communication, and adherence to risk and policy requirements to ensure a positive banking experience for clients.