Relationship‑Driven Personal Banker

KeyBank; Town of Marbletown (NY); On-site; USD 28,000 - 43,000; Full time

Job summary

KeyBank seeks a Personal Banker to engage clients, uncover financial needs, and provide guidance to support financial wellness in-person and by proactive calling. You will attract new clients and deepen relationships with existing clients, offering tailored solutions to meet goals and build client confidence in their finances.

As part of the branch team, you will be client-first, sales-driven, and collaborative, with strong communication and reliability.

Qualifications

• High School Diploma, GED or equivalent business experience (required) or
• Bachelor's Degree (preferred)

Responsibilities

• Embody a strong client experience culture and be present with every client and teammate.
• Listen for clues for financial wellness opportunities and provide recommendations.
• Open personal and business accounts and develop partnerships to deepen client relationships.
• Ensure compliance with policies and proper documentation of client interactions.

Job description

KeyBank seeks a Personal Banker to engage clients, uncover financial needs, and provide guidance to support financial wellness in-person and by proactive calling. You will attract new clients and deepen relationships with existing clients, offering tailored solutions to meet goals and build client confidence in their finances.

As part of the branch team, you will be client-first, sales-driven, and collaborative, with strong communication and reliability.