Personal Banker

Job Description

Personal Banker | KeyBank

The Tone:
This is a full-time role at KeyBank, located in Shelbyville, Indiana. KeyBank helps individuals and businesses achieve their financial goals through a range of banking products and services. Personal Bankers serve as trusted advisors, solving financial problems and guiding clients towards financial wellness. This role is crucial for attracting new clients, deepening existing relationships, and ensuring clients feel supported on their financial journey.

The TL;DR
• Role: Full Time
• Type: Full-time
• Location: In-person, Shelbyville, Indiana
• Pay: $20.67–$31.25 hourly
• Team: Part of a branch team
• Mission: Solve financial problems and provide guidance and solutions to assist clients in their financial wellness both in person and through proactive calling efforts.
• Tech Stack: MS Windows, Office Products (Word, Excel), digital technology (mobile, apps, web-based browsing)

What You’ll Actually Do
• Client Engagement: Actively engage clients in conversations, both in-person and over the phone, to uncover financial needs and provide customized recommendations for financial wellness.
• Account Management: Open a variety of personal and business accounts, including consumer checking, small business, various deposit products, home equity, unsecured lending, and certificates of deposit.
• Relationship Building: Develop strong partnerships with branch teammates and line of business partners to attract new clients and deepen relationships with existing clients based on their unique financial goals.
• Sales & Service: Consistently achieve individual activity, behavior, and outcome goals by leveraging system-generated lead lists, walk-ins, and professional contacts to support clients’ financial wellness goals.
• Operational Support: Ensure compliance with operational, risk, security, and audit procedures, including appropriate documentation of client interactions, and assist with client transactions on the Teller line as needed.

The Must-Haves
• Background: Entry-Level. High School Diploma, GED, or equivalent business experience is required. An understanding of consumer credit, including loan to value, debt to income, and credit reports, is also required.
• Experience: Minimum of 1 year experience developing current and new customer relationships, achieving sales goals, and building referral sources. Demonstrated experience influencing business partners and leveraging centers of influence is required, along with foundational knowledge of sales and service techniques like tele-consulting, outside calling, prospecting, and networking.
• Skills: Strong verbal and non-verbal communication skills to understand client needs and recommend appropriate products. Demonstrated ability to attain sales and referral goals, excellent time management skills, and the ability to build and nurture client relationships are essential.
• Bonus: A Bachelor’s Degree and a Notary License are preferred. Comfort interacting with small business clients, overcoming objections, and asking fact-finding questions with a helpful approach is also preferred.