Relationship-Driven Personal Banker | Grow Client Wealth

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

Job summary

KeyBank in Liverpool, NY is seeking a Personal Banker to engage clients, uncover financial needs, and provide guidance on banking solutions. You will open personal and small business accounts, build relationships, and collaborate with branch teams to drive client growth.

The role emphasizes customer service, sales accountability, and proficient use of digital banking tools. Strong communication and integrity are essential in this client-first, sales-driven environment.

Qualifications

• High school diploma or equivalent required; bachelor's degree preferred.
• Experience in developing customer relationships and meeting sales goals.
• Knowledge of consumer credit and banking products is a plus.
• Proficient with MS Office and digital banking platforms.
• Strong communication and relationship-building skills.

Responsibilities

• Engage clients to uncover financial needs and provide tailored guidance.
• Open personal and business accounts and expand client relationships.
• Meet activity, behavior, and sales goals; collaborate with branch teams.
• Ensure compliance and proper documentation of client interactions.
• Support teller transactions and participate in branch huddles as needed.

Skills

Relationship building

Sales & referrals

Customer service

Financial literacy

Digital banking

MS Office

Education

High school diploma / GED or equivalent

Bachelor's degree (preferred)

Job description

KeyBank in Liverpool, NY is seeking a Personal Banker to engage clients, uncover financial needs, and provide guidance on banking solutions. You will open personal and small business accounts, build relationships, and collaborate with branch teams to drive client growth.

The role emphasizes customer service, sales accountability, and proficient use of digital banking tools. Strong communication and integrity are essential in this client-first, sales-driven environment.