Home
/
Comprehensive
/
Personal Banker
Personal Banker-March 2024
Rochester
Mar 30, 2025
About Personal Banker

  Location:

  3301 South Winton Rd - Rochester, New York 14623

  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 clientsConsistently 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 debriefsPerforms other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without noticeComplies 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) orBachelor'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) ClassificationEmployees 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 transactionsDemonstrated 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 contactsStrong work ethic and high level of integrityExcellent 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.

  COMPENSATION AND BENEFITS

  This position is eligible to earn a base hourly rate in the range of $19.71 to $30.29 per hour depending on location and job-related factors such as level of experience. Compensation for this role also includes short-term incentive compensation subject to individual and company performance.

  Please click for a list of benefits for which this position is eligible.

  Job Posting Expiration Date: 04/17/2024

  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.

  Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing .

  KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to engaging a diverse workforce and sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.

  Minimum Salary: 31200.00Maximum Salary: 31200.00Salary Unit: Yearly

Comments
Welcome to zdrecruit comments! Please keep conversations courteous and on-topic. To fosterproductive and respectful conversations, you may see comments from our Community Managers.
Sign up to post
Sort by
Show More Comments
SIMILAR JOBS
Transactional Attorney
Description Our client is a reputable law firm with offices in Albany, NY. They seek a talented Transactional Attorney with 4-8 years of experience to join their dynamic legal team. Areas of Focus: E
Shift Leader
You are applying for work with a franchisee of Taco Bell, not Taco Bell Corp. or any of its affiliates. If hired, the franchisee will be your only employer. Franchisees are independent business owner
Appliance Service Technician (Phoenix, AZ)
At GE Appliances, a Haier company, we come together to make “good things, for life.” As the fastest-growing appliance company in the U.S., we’re powered by creators, thinkers and makers who believe t
Social Worker
JOB REQUIREMENTS: Duties The incumbent is assigned to the DomiciliaryResidential Rehabilitation Treatment Program (DRRTP). This position willmainly focus on psychotherapy group facilitation. Supervis
Software Engineer
Job Family: Research & Development Req ID: 402359 Looking for Siemens EDA Ambassadors: We are passionate about innovations that mean real progress, and we are curious about technologies that stil
Customer Service Representative
Location: 1840 W State Rd 84, Fort Lauderdale, Florida 33315 United States of America 630AM-1130AM OR 2PM-7PM. PART TIME ONLY MUST WORK SATURDAYS AND SUNDAYS Are you a people person? Do you love help
Bakery/Pastry Associate - Plano
Bakery/Pastry Associate - Plano Job Details Level Entry Job Location Plano Market - Plano, TX Remote Type N/A Position Type Part Time Education Level High School Salary Range $10.00 - $18.00 Hourly T
Environmental Services Technician
JOB REQUIREMENTS: Overview Responsible for total sanitation, floor care,preparation and organization of patient rooms, floors, bed set-ups, andancillary areas. Responsibilities Responsible for thorou
Plans and Assessments Analyst
Amentum is seeking a dynamic Plans & Assessment Analyst to provide research, planning and analysis support to the U.S. Indo-Pacific Command (USINDOPACOM) at Camp H.M. Smith, Hawaii. You would be
Assembler/Tester - Entry Level (Aerospace)
Assembler/Tester - Entry Level (Aerospace) Location : ELYRIA, OH, United States Job Family : Manufacturing Job Type : Regular Posted : Jan 12, 2024 Job ID : 45874 Back to Search Results Job Descripti
Copyright 2023-2025 - www.zdrecruit.com All Rights Reserved