Personal Banker
Core
Trusted advisor and problem solver who engages clients in conversations to uncover financial needs and provide guidance on financial wellness, both in-person and via proactive calling.
Role type
Sales-driven Personal Banker (Retail Banking)
Builds
Personal and business accounts, deposit products, home equity, and unsecured lending solutions for KeyBank clients.
Domain
Consumer Retail Banking
Deliverable
product features
Required skills
Relationship building, sales goal attainment, consumer credit understanding, tele-consulting, prospecting, networking, influencing business partners, digital platform education, cash handling, compliance adherence.
Preferred skills
Small business client interaction, objection handling, fact-finding questioning, notary license.
Technologies
MS Windows, Office Products (Word, Excel), mobile apps, web-based browsing.
Responsibilities
Listen for financial wellness opportunities during client conversations and provide customized recommendations; Open personal and business accounts and various deposit/lending products; Develop partnerships with branch teammates and line of business partners to acquire new clients and deepen existing relationships; Support branch operations including assisting on the Teller line; Attain individual activity, behavior, and outcome goals.
Seniority
Entry-level to Mid-level, hands-on IC