Personal banker

KeyBank
Streetsboro, OH Full Time
POSTED ON 3/23/2024 CLOSED ON 4/11/2024

What are the responsibilities and job description for the Personal banker position at KeyBank?

Location :

1220 State Route 303 - Streetsboro, Ohio 44241 Job Summary

Be 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.

Responsibilities

  • 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 client conversations and provide effective and customized financial wellness recommendations to clients
  • Consistently 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 debriefs
  • Performs other duties as assigned; duties, responsibilities and / or activities may change or new ones may be assigned at any time with or without notice
  • Complies 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.

Education Qualifications

  • High School Diploma , GED or equivalent business experience (required) or
  • Bachelor's Degree (preferred)

Experience Qualifications

1-3 years Experience in developing current and new customer relationships, achieving sales goals, and building referral sources.

Experience with sales is more important than financial services experience. KeyBank provides the tools and training, but we need relationship builders with a curious nature who are great at sparking conversations. (required)

  • Understanding of consumer credit - including loan to value, debt to income and credit reports. (required)
  • Foundational knowledge of sales and service techniques with clients, including tele-consulting, outside calling, prospecting, and networking. (required)
  • Comfortable interacting with small business clients, overcoming objection, and asking fact-finding questions with the goal of being helpful. (preferred)
  • Demonstrated experience with influencing business partners and leveraging centers of influence, as this role will require significant influence of partners such as Key Investment Services, Mortgage and Business Banking sales professionals. (required)
  • Working knowledge of PCs (MS Windows and Office Products including Word, Excel, etc.). (required)
  • Working knowledge of digital technology (mobile, apps, web-based browsing) and ability to educate clients on digital platforms and capabilities within Key (required)

Licenses and Certifications

Notary License (preferred)

Mortgage Loan Officer / Loan Officer (MLO / LO) Classification

Employees in this position are required to comply with all rules and regulations of The Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (The SAFE Act).

Employees hired or transferring into this position will need to meet the qualification requirements, in Key's sole discretion, under Reg.

Z, prior to acting as a loan originator in a consumer credit transaction secured by a dwelling. Qualification requirements include but are not limited to an assessment of overall financial responsibility, character, and general fitness through review of a criminal background check, credit report, and information about any administrative, civil, or criminal findings by any government jurisdiction.

Tactical Skills

  • Is knowledgeable about the client’s accounts and business with the bank and uses sound judgment with customers and transactions
  • Demonstrated ability to attain sales and referral goals through preset appointments and quality conversations leading to recommendations that support clients’ financial wellness goals, leveraging system generated lead lists, walk ins, and professional contacts
  • Strong work ethic and high level of integrity
  • Excellent Time management skills

Core Competencies All KeyBank employees are expected to demonstrate Key’s Values and sustain proficiency in identified Leadership Competencies.

Physical Demands

Consumer Retail - 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.

Driving Requirements

Ability to routinely and frequently operate a motor vehicle with a valid driver's license.

Job Posting Expiration Date : 06 / 16 / 2024

KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to building a diverse, equitable and inclusive culture.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or other protected category.

Last updated : 2024-03-23

Personal Banker
PNC -
Akron, OH
Personal Banker 1
Fifth Third Bank -
Aurora, OH
Personal Banker Associate I
Fifth Third Bank -
Cuyahoga Falls, OH

For Employer
Looking for Real-time Job Posting Salary Data?
Keep a pulse on the job market with advanced job matching technology.
If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution. Compensation Planning
Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right. Surveys & Data Sets

What is the career path for a Personal banker?

Sign up to receive alerts about other jobs on the Personal banker career path by checking the boxes next to the positions that interest you.
Income Estimation: 
$99,449 - $137,132
Income Estimation: 
$115,993 - $166,053
Income Estimation: 
$135,670 - $195,261
Income Estimation: 
$74,357 - $109,316
Income Estimation: 
$80,040 - $126,818
Income Estimation: 
$99,449 - $137,132
Income Estimation: 
$61,307 - $108,995
Income Estimation: 
$74,434 - $117,758
Income Estimation: 
$74,357 - $109,316

Sign up to receive alerts about other jobs with skills like those required for the Personal banker.

Click the checkbox next to the jobs that you are interested in.

  • Banking Products Skill

    • Income Estimation: $74,434 - $117,758
    • Income Estimation: $80,040 - $126,818
  • Cross-Selling Skill

    • Income Estimation: $87,241 - $128,435
    • Income Estimation: $92,090 - $132,231
This job has expired.
View Core, Job Family, and Industry Job Skills and Competency Data for more than 15,000 Job Titles Skills Library

Job openings at KeyBank

KeyBank
Hired Organization Address Junction, VT Full Time
Location: 40 Pearl Street - Essex Junction, Vermont 05452 Full Time Float Teller - Travel to Essex Junction, Burlington,...
KeyBank
Hired Organization Address South Portland, ME Part Time
Location: 25 Market Street - South Portland, Maine 04106 Part-Time Teller (30 hours) Job Summary Be a problem solver, tr...
KeyBank
Hired Organization Address Layton, UT Full Time
Location: 999 North Hillfield Road - Layton, Utah 84041 Job Summary Be a problem solver, trusted advisor, and partner to...
KeyBank
Hired Organization Address Albany, OR Full Time
Location: 128 Third Avenue SW - Albany, Oregon 97321 Job Summary Be a problem solver, trusted advisor, and partner to th...

Not the job you're looking for? Here are some other Personal banker jobs in the Streetsboro, OH area that may be a better fit.

Personal Banker

Ohio Catholic Federal Credit Union, Akron, OH

Personal Banker

KeyBank, Medina, OH