Keybank

Banking

PersonalBanker

$0–0k Buffalo, New York, United States FULL TIME
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Mid+ candidates.

The Brief

“Personal Banker at Keybank. Skills: Sales, Customer service. Greet customers and provide assistance. Process customer transactions accurately”

What You'll Achieve.

Meet sales goals; Achieve performance targets

Industry & Context.

Banking

What They're Looking For.

Must Have

High school diploma or GED, 1 year of experience in sales or customer service, Proficiency with computers and basic office software

Nice to Have

Associate's or Bachelor's degree, Previous banking experience, Experience with CRM software

What You'll Do.

Greet customers and provide assistance

Process customer transactions accurately

Open new accounts and offer relevant products

Identify customer needs and recommend solutions

Meet sales goals and performance targets

Maintain customer records and confidentiality

Adhere to bank policies and procedures

Participate in training and development

How You'll Work.

Team & Collaboration

Branch team

Communication Scope

Customer interaction

Full Job Description

**Location:** 752 East Delavan Ave - Buffalo, New York 14215 **Job Summary** 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 operationa

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