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Phone banker Jobs in Indianapolis, IN

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Phone banker • indianapolis in

Last updated: 1 hour ago
  • Promoted
Personal Banker

Personal Banker

KeyCorpIndianapolis, IN, United States
Full-time
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 guidan...Show moreLast updated: 10 days ago
  • Promoted
Personal Banker

Personal Banker

PNCIndianapolis, IN, 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 moreLast updated: 10 days ago
  • Promoted
Teller Retail Banker

Teller Retail Banker

Woodforest National BankIndianapolis, IN, US
Full-time
Teller Retail Banker / h2pTake the next step toward your new career today! Become a part of the diverse and inclusive team within our nationally recognized award-winning Bank that is one of the stron...Show moreLast updated: 30+ days ago
  • Promoted
Contingent Disaster Relief Phone Agent

Contingent Disaster Relief Phone Agent

MCIIndianapolis, IN, US
Full-time
Hurricane Relief Agent / h2pMCI is a leading Business Process Outsourcing (BPO) company that specializes in delivering tailored solutions to meet the diverse needs of our clients.With a commitment to...Show moreLast updated: 30+ days ago
  • Promoted
Relationship Banker

Relationship Banker

CFBankIndianapolis, IN, US
Full-time
Indy Branch - Indianapolis, IN 46250.We are a fast-growing, high-achieving organization that thrives on winning.We are proud to be ranked nationally in the top 10 Banks within our asset size peer g...Show moreLast updated: 4 days ago
  • Promoted
Market Relationship Banker

Market Relationship Banker

Old National BancorpIndianapolis, IN, US
Full-time
Old National Bank is seeking a Market Relationship Banker to join our Community Banking Team.This position is unique; it will allow you to work at several different branches, giving you the opportu...Show moreLast updated: 14 days ago
  • Promoted
Personal Banker

Personal Banker

Indianapolis StaffingIndianapolis, IN, United States
Full-time
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 moreLast updated: 10 days ago
  • Promoted
  • New!
Portfolio Banker

Portfolio Banker

BmoIndianapolis, IN, US
Part-time
Provides a superior level of customer service and portfolio management in lending services for all existing and potential clients and in support of a team of specialists and relationship managers.P...Show moreLast updated: 1 hour ago
  • New!
Portfolio Banker

Portfolio Banker

Bank of MontrealIndianapolis, Indiana, USA
Full-time +1
Provides a superior level of customer service and portfolio management in lending services for all existing and potential clients and in support of a team of specialists and relationship managers.P...Show moreLast updated: 16 hours ago
  • Promoted
Personal Banker

Personal Banker

PNC Financial Services GroupIndianapolis, IN, 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 moreLast updated: 6 days ago
  • Promoted
Commercial Banker

Commercial Banker

Solid Rock Recruiting LLCIndianapolis, IN, US
Full-time
We are partnered with a growing community-focused financial institution to identify a.This role is ideal for a lender who wants the autonomy and impact that comes with a relationship-driven environ...Show moreLast updated: 30+ days ago
  • Promoted
Registered Nurse Specialists Phone Triage

Registered Nurse Specialists Phone Triage

Franciscan HealthIndianapolis, IN, United States
Full-time
Franciscan Health Indianapolis Campus.S Emerson Ave Indianapolis, Indiana 46237.Just who is the RN Phone Triage? A person who thrives in a fast-paced, busy environment. A person who is able to effic...Show moreLast updated: 30+ days ago
Retail Relationship Banker

Retail Relationship Banker

BMO U.S.Indianapolis, IN, United States
Part-time
Be among the first 25 applicants.The branch assignment for this opening will be determined at time of offer and will vary based on business need. The candidate should be open to assignment at any of...Show moreLast updated: 4 days ago
  • Promoted
Phone Inventory Specialist

Phone Inventory Specialist

VirtualVocationsIndianapolis, Indiana, United States
Full-time
A company is looking for a Phone Inventory Specialist to facilitate the contents inventory process for insurance claims.Key Responsibilities Interact with policyholders and field staff to compile...Show moreLast updated: 2 days ago
Registered Nurse Specialist Phone Triage

Registered Nurse Specialist Phone Triage

Franciscan AllianceIndianapolis, IN, United States
Full-time
Registered Nurse Specialist, Phone Triage, Breast Specialists, Full Time.Franciscan Health is a non-profit health care ministry with primary and specialty care physician groups located throughout I...Show moreLast updated: 18 days ago
  • Promoted
Universal Banker

Universal Banker

S&T Bancorp IncIndianapolis, IN, US
Full-time
Location : 2455 Oakland Avenue Indiana, PA 15701.Hours : Monday - Friday : 8 : 30 am - 6 : 00 pm Saturday : 9 : 00 am - 12 : 00 pm (Must be flexible around branch hours). Function : Responsible for the delivery ...Show moreLast updated: 4 days ago
  • Promoted
Universal Banker

Universal Banker

Verwise Credit UnionIndianapolis, IN, US
Full-time
Responsible for providing high quality service on a wide variety of general financial services.This role is also responsible for the sales and servicing of all credit union products and services, w...Show moreLast updated: 30+ days ago
  • Promoted
Mortgage Banker

Mortgage Banker

First Merchants BankIndianapolis, IN, US
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 moreLast updated: 30+ days ago
  • Promoted
Financial Relationship Banker

Financial Relationship Banker

HuntingtonIndianapolis, IN, US
Full-time
Our branch banking roles offer a welcoming and inclusive team environment where you are empowered every day to help our customers achieve their financial goals. Our branch colleagues have an opportu...Show moreLast updated: 30+ days ago
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Personal Banker

Personal Banker

KeyCorpIndianapolis, IN, United States
10 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
  • Bachelor's Degree (preferred)
  • Work Experience

  • Minimum of 1 year 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 $20.67 - $31.25 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 which may include production, commission, and / or discretionary incentives.

    For a list of benefits for which this position is eligible, please visit the benefits page.

    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.