Personal Banker

Location :

3565 Main Street - Stone Ridge, New York 12484

Job Summary

Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank 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.

Responsibilities

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 client conversations and provide effective and customized financial wellness recommendations to clients

Consistently attains individual activity, behavior, and outcome 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 morning huddles and end of day debriefs

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 Qualifications

High School Diploma , GED or equivalent business experience (required) or

Bachelor's Degree (preferred)

Experience Qualifications

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)

Tactical Skills

Is knowledgeable about the client’s accounts and business with the bank and uses sound judgment with customers 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

Core Competencies

Physical Demands

Driving Requirements

COMPENSATION AND BENEFITS

This position is eligible to earn a base hourly rate in the range of $20.19 to $30.77 per hour depending on location and job-related factors such as level of experience. Compensation for this role also includes short-term incentive compensation subject to individual and company performance.

Please click here () for a list of benefits for which this position is eligible.

Job Posting Expiration Date : 01 / 02 / 2026

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, disability or veteran status.

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.

KeyBank is an organization collectively committed to helping you unlock your potential and discover what truly drives you. Working here means sharing our purpose to help our clients, colleagues, and communities thrive. You’ll find genuinely supportive teammates, a flexible, inclusive work environment, challenging projects, accessible leaders, and opportunities to grow in your position and your career. For 200 years, Key has opened doors in our communities. Let us open one for you.