The Personal Banker acts as a problem solver, trusted advisor, and partner to individuals and businesses within the KeyBank communities. This role involves engaging clients in deep conversations to understand their needs and provide guidance and solutions for their financial wellness, both in person and through proactive calling efforts. As part of the branch team, the Personal Banker works to attract new clients and expand relationships with existing clients based on their unique financial goals, ultimately building client confidence in their finances.
Responsibilities
Embody a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their day, personally, professionally, and financially
Listen for clues for financial wellness opportunities during in-person and over-the-phone client conversations and provide effective and customized financial wellness recommendations to clients
Consistently attain individual activity, behavior, and outcome goals and expectations
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, focusing on client acquisition and deepening the relationship of current clients; effectively manage internal and external centers of influence
Ensure compliance with operational, risk, security, and audit procedures and policies, including appropriate 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
Perform other duties as assigned; duties, responsibilities, and/or activities may change or new ones may be assigned at any time with or without notice
Comply with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key
Requirements
High School Diploma, GED, or equivalent business experience (required)
Bachelor's Degree (preferred)
1+ years of experience in developing current and new customer relationships, achieving sales goals, and building referral sources. Experience with sales is more important than financial services experience. KeyBank provides the tools and training, but we need relationship builders with a curious nature who are great at sparking conversations. (required)
Understanding of consumer credit, including loan to value, debt to income, and credit reports. (required)
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Foundational knowledge of sales and service techniques with clients, including tele-consulting, outside calling, prospecting, and networking. (required)
Comfortable interacting with small business clients, overcoming objection, and asking fact-finding questions with the goal of being helpful. (preferred)
Demonstrated experience with influencing business partners and leveraging centers of influence, as this role will require significant influence of partners such as Key Investment Services, Mortgage, and Business Banking sales professionals. (required)
Working knowledge of PCs (MS Windows and Office Products including Word, Excel, etc.). (required)
Working knowledge of digital technology (mobile, apps, web-based browsing) and ability to educate clients on digital platforms and capabilities within Key (required)
Nice to have:
Notary License
Skills
Knowledgeable about the client’s accounts and business with the bank and uses sound judgment with clients and transactions
Demonstrated ability to attain sales and referral goals through preset appointments and quality conversations leading to recommendations that support clients’ financial wellness goals, leveraging system-generated lead lists, walk-ins, and professional contacts
Strong work ethic and high level of integrity
Excellent time management skills
Building and nurturing relationships with clients, including identifying potential clients, engaging with them to understand their needs, and developing strategies to convert them into long-term clients. It also includes deepening relationships with existing clients by offering additional products and services that meet their evolving needs.
Attentive to client needs, resolving issues promptly, and ensuring a positive banking experience. Excellent client service helps build trust and encourages clients to continue banking with KeyBank.
Ability to evaluate financial information to understand clients' financial health, identify investment opportunities, and recommend strategies
Understanding and managing risks associated with banking operations and client transactions
Strong verbal and non-verbal communication skills to understand clients' needs and recommend appropriate banking products and services
Accurate and efficient handling of cash transactions
Important Details
Schedule: Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 – 10 lbs., occasional lifting of up to 30 lbs.
Application deadline: 01/08/2027
About the Company
KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
