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Form of workJob DescriptionJob SummaryBe 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.ResponsibilitiesEmbodies 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 clientsConsistently 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 debriefsPerforms other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without noticeComplies 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.
