Keybank
Banking
PersonalBanker
Neural analysis suggests this role is
optimal for Junior candidates.
“Personal Banker at Keybank. Skills: relationship building, sales, client service, financial wellness. The Personal Banker serves as a trusted advisor to clients, engaging in deeper conversations to understand their financial needs and provide tailored solutions for their financial wellness. This role involves attracting new clients, expanding relationships with existing ones, and ensuring compliance with operational and security procedures while supporting branch operations as needed.”
What You'll Achieve.
Consistently attains individual activity, behavior, and outcome goals and expectations. Focuses on client acquisition and deepening relationships.
Industry & Context.
objection handling; risk management
Must be able to routinely and frequently operate a motor vehicle with a valid driver's license. Must be able to stand for 5-8 hours per day, use hands frequently, communicate face to face and on the phone, occasionally bend and lift up to 30 lbs, and reach forward frequently.
What They're Looking For.
Must Have
Requires 1+ years of experience in developing customer relationships, achieving sales goals, and building referral sources. Must have a working knowledge of PCs (MS Windows and Office Products including Word, Excel, etc.) and digital technology (mobile, apps, web-based browsing). A valid driver's license is also required.
Nice to Have
Bachelor's Degree is preferred. Experience with small business clients, overcoming objections, and asking fact-finding questions is preferred. Demonstrated experience with influencing business partners and leveraging centers of influence is required.
What You'll Do.
The Personal Banker serves as a trusted advisor to clients
engaging in deeper conversations to understand their financial needs and provide tailored solutions for their financial wellness. This role involves attracting new clients
expanding relationships with existing ones
and ensuring compliance with operational and security procedures while supporting branch operations as needed.
How You'll Work.
Team & Collaboration
Develops partnerships with branch teammates and line of business partners, focusing on client acquisition and deepening relationships. Participates in and occasionally facilitates in-person morning huddles and end of day debriefs.
Communication Scope
proactive calling; verbal communication; non-verbal communication; executive presentations
Full Job Description
**Location:** 5 North Westfield Street - Feeding Hills, Massachusetts 01030 **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
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