Keybank
PersonalBanker
“Personal Banker at Keybank. Skills: Client relationship management, Sales, Financial wellness guidance, Communication. Embody client experience culture. Listen for financial wellness opportunities”
What You'll Achieve.
Consistently attains individual activity, behavior, and outcome goals and expectations; Attain sales and referral goals
Industry & Context.
Problem solver
Work on Saturdays as directed by management, 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., Ability to routinely and frequently operate a motor vehicle with a valid driver's license
What They're Looking For.
Must Have
1 year's experience in developing current and new customer relationships, achieving sales goals, building referral sources, Understanding of consumer credit, Foundational knowledge of sales and service techniques with clients, Demonstrated experience with influencing business partners, leveraging centers of influence, Working knowledge of PCs (MS Windows and Office Products including Word, Excel, etc.), Working knowledge of digital technology (mobile, apps, web-based browsing)
Nice to Have
Bachelor's Degree, Comfortable interacting with small business clients, overcoming objection, and asking fact-finding questions with the goal of being helpful, Notary License
What You'll Do.
Embody client experience culture
Listen for financial wellness opportunities
Provide financial wellness recommendations
Attain individual activity goals
Open personal and business accounts
Develop partnerships with teammates
Ensure compliance with procedures
Support branch operations
Participate in morning huddles
How You'll Work.
Team & Collaboration
Developing partnerships with branch teammates; Working with line of business partners; Influencing business partners; Leveraging centers of influence; Effective teamwork
Communication Scope
Verbal communication skills; Non-verbal communication skills
Applying for this Personal Banker role?
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