Keybank
Banking
PersonalBanker
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Personal Banker at Keybank. Skills: Sales, Customer service. Greet customers. Process transactions”
What You'll Achieve.
Meet sales goals
Industry & Context.
What They're Looking For.
Must Have
High school diploma or GED, 1 year of experience in sales or customer service, Basic computer skills
Nice to Have
Associate's or Bachelor's degree, Previous banking experience
What You'll Do.
Identify customer needs
Recommend products and services
Cross-sell and upsell
Build customer relationships
How You'll Work.
Team & Collaboration
Branch team
Communication Scope
Customer interaction
Full Job Description
**Location:** 3621 West Fork Road - Cincinnati, Ohio 45247 *** This is a Hire Ahead position for Southwest OH branches - this role will require flexibility to work in all area branches*** **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 relation
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