Talent.com
Personal Banker
Personal BankerKeyCorp • Columbus, OH, US
No longer accepting applications
Personal Banker

Personal Banker

KeyCorp • Columbus, OH, US
30+ days ago
Job type
  • Full-time
Job description

Personal Banker

Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. Personal Bankers engage clients in deeper conversations to uncover needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts. As part of the branch team, the Personal Banker will work toward attracting new clients to Key and work with existing clients to develop and expand relationships based on their unique financial goals, leading to client confidence in their finances. The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual. Strong and effective teamwork, paired with communication polish and confidence, are critical for this role. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey. We take pride in serving our clients and making them feel that no bank will fight harder for them.

Essential Functions

  • Embodies 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 attains individual activity, behavior, and outcome goals and expectations.
  • Opening personal and business accounts (consumer checking, small business, various deposit products, home equity, unsecured lending, certificates of deposit, etc.).
  • Developing strong partnerships with branch teammates and line of business partners focusing on client acquisition and deepening the relationship of current clients; effectively managing internal and external centers of influence.
  • Ensuring compliance with operational, risk, security and audit procedures and policies including appropriate documentation of client interactions.
  • Support of 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.
  • Performs other duties as assigned; duties, responsibilities and / or activities may change or new ones may be assigned at any time with or without notice
  • Complies 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.

Education

  • High School Diploma, GED or equivalent business experience (required) or
  • Bachelors Degree (preferred)
  • Work Experience

  • 1+ years 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)
  • 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)
  • Licenses and Certifications

  • Notary License (preferred)
  • Skills

  • Is 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.
  • Being 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.
  • Core Competencies

  • All KeyBank employees are expected to demonstrate Key's Values and abide by Key's Code of Conduct.
  • Physical Demands

  • Consumer Retail - 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.
  • Driving Requirements

  • Ability to routinely and frequently operate a motor vehicle with a valid driver's license.
  • Work Location Category

  • Branch
  • Compensation and Benefits

    This position is eligible to earn a base hourly rate in the range of $20.19 - $30.77 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation subject to individual and company performance. For a list of benefits for which this position is eligible.

    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. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.

    Create a job alert for this search

    Personal Banker • Columbus, OH, US

    Related jobs
    Personal Banker

    Personal Banker

    PNC Financial Services Group • Columbus, OH, United States
    Full-time +1
    At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.We are all united in delivering the best experience for our customers.We work together each day ...Show more
    Last updated: 13 days ago • Promoted
    Personal Banker Associate I

    Personal Banker Associate I

    Fifth Third Bancorp • Westerville, OH, US
    Full-time
    Make Banking A Fifth Third Better.Selected candidates are intended to become a Retail Personal Banker I after completing a 4-8 week on-boarding and education program that includes rotations in oper...Show more
    Last updated: 30+ days ago • Promoted
    Side Income Opportunity - Work Your Own Hours

    Side Income Opportunity - Work Your Own Hours

    Finance Buzz • Orient, Ohio, US
    Part-time +1
    We’re offering a part-time opportunity for individuals who want to earn extra cash without disrupting their main job or studies. This role gives you the freedom to work from home at your own pace, l...Show more
    Last updated: 30+ days ago • Promoted
    Personal Banker

    Personal Banker

    Community Bank • Circleville, OH, United States
    Full-time
    To fully engage in office activities and decision making by being an active participant in the daily branch function through performing teller functions as required, opening deposit account and ori...Show more
    Last updated: 24 days ago • Promoted
    Personal Banker Associate I

    Personal Banker Associate I

    Fifth Third Bank, N.A. • Columbus, OH, United States
    Full-time
    Make banking a Fifth Third better®We connect great people to great opportunities.Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. Selected candidates are intend...Show more
    Last updated: 13 days ago • Promoted
    Nurse Practitioner - Family Practice

    Nurse Practitioner - Family Practice

    Iannarino Fullen Group • Orient, OH, US
    Full-time
    Iannarino Fullen Group is seeking a Nurse Practitioner Family Practice for a job in Orient, Ohio.Job Description & Requirements. Iannarino Fullen Group Job ID #48.In a world increasingly driven ...Show more
    Last updated: 30+ days ago • Promoted
    MULTI-FAMILY Commercial Sales

    MULTI-FAMILY Commercial Sales

    Builders FirstSource • Delaware, OH, US
    Full-time
    Builders FirstSource Sales Representative.We are Builders FirstSource, America's largest supplier of building materials, value-added components and building services to the professional market.You'...Show more
    Last updated: 30+ days ago • Promoted
    Assistant Branch Manager / Personal Banker

    Assistant Branch Manager / Personal Banker

    S&T Bancorp • Hilliard, OH, United States
    Full-time
    Monday - Friday 9 : 00 am - 4 : 00 pm.Must be flexible around branch hours).Profiles customers to determine financial services needs and refers customers to other Lines of Business when appropriate.Ope...Show more
    Last updated: 24 days ago • Promoted
    Manager Business Insights (Credit Card & Personal Lending)

    Manager Business Insights (Credit Card & Personal Lending)

    Citizens Financial Group • Columbus, OH, US
    Full-time
    Manager, Business Insights (Credit Card & Personal Lending).The Consumer Lending Strategy & Business Analytics team at Citizens is seeking a Manager, Business Insights to lead analytics for Unsecur...Show more
    Last updated: 8 hours ago • Promoted • New!
    Customer Service Representative

    Customer Service Representative

    Family Dollar • Ashville, OH, USA
    Full-time
    Join the Family Dollar team as a Customer Service Representative and provide friendly and helpful service to our customers. As a CSR, you will handle transactions, answer customer questions, and ens...Show more
    Last updated: 22 days ago • Promoted
    Mortgage Banker

    Mortgage Banker

    First Merchants Bank • Columbus, OH, United States
    Full-time
    First Merchants Bank is seeking a Mortgage Banker to join our team! This position will be responsible for handling prospective customer and existing client mortgage needs.This would include initial...Show more
    Last updated: 25 days ago • Promoted
    Private Client Banker

    Private Client Banker

    KeyCorp • Columbus, OH, US
    Full-time
    Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities.The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on...Show more
    Last updated: 30+ days ago • Promoted
    Personal Banker

    Personal Banker

    German American Bancorp • Dublin, OH, United States
    Full-time
    Every day you will work face-to-face with clients, open new deposit accounts, perform loan and deposit transactions, and manage a cash drawer. You will assist team members and clients, solve complex...Show more
    Last updated: 1 day ago • Promoted
    Licensed Marriage and Family Therapist

    Licensed Marriage and Family Therapist

    Headway • OH, US
    Full-time
    Licensed Marriage and Family Therapist (LMFT).Wage : Between $90-$127 an hour.Licensed Marriage and Family Therapist — Are you ready to launch or expand your private practice? .Headway is here to he...Show more
    Last updated: 23 days ago • Promoted
    Personal Trainer

    Personal Trainer

    Life Time • Lewis Center, OH, US
    Full-time
    Personal Trainers are responsible for supporting all members in championing happier, and healthier lives by building and nurturing relationships. They provide a positive member experience that is ed...Show more
    Last updated: 26 days ago • Promoted
    Personal Banker

    Personal Banker

    German American • Dublin, OH, United States
    Full-time
    Every day you will work face-to-face with clients, open new deposit accounts, perform loan and deposit transactions, and manage a cash drawer. You will assist team members and clients, solve complex...Show more
    Last updated: 1 hour ago • Promoted • New!
    Personal Banker

    Personal Banker

    PNC • Columbus, OH, US
    Full-time +1
    At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.We are all united in delivering the best experience for our customers.We work together each day ...Show more
    Last updated: 30+ days ago • Promoted
    Personal Banker

    Personal Banker

    Columbus Staffing • Columbus, OH, US
    Full-time
    Location : 2855 E Main Street - Columbus, Ohio 43209.Job Summary : Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities.Personal Bankers engage c...Show more
    Last updated: 22 days ago • Promoted