About this role
Job title: Personal Banker
About the Role
Personal Banker is a client-first, sales-driven advisor role within KeyBank's branch team. You will engage clients in deeper conversations to uncover needs and provide guidance and solutions to support financial wellness, both in person and through proactive calling. You will attract new clients and work with existing clients to develop and expand relationships based on their unique financial goals, helping them build confidence in their finances.
What You'll Do
- Demonstrate a strong client experience culture by being present with every client and teammate and recognizing the impact you can have on their day, personally, professionally, and financially.
- Listen to clients to uncover needs and provide guidance and solutions to assist in their financial wellness, in person and through proactive calling efforts.
- Attract new clients to KeyBank and develop and expand relationships with existing clients based on their financial goals.
- Collaborate effectively within the branch team with strong teamwork, communication, and confidence.
- Maintain a client-first, sales-driven, self-motivated, and competitive approach to achieve business objectives.
What We're Looking For
- Strong client-focused mindset with excellent communication and interpersonal skills.
- Ability to listen, understand client needs, and deliver guidance and financial wellness solutions.
- Sales-driven, self-motivated, and competitive with a proactive approach to outreach.
- Team player who can work effectively with colleagues and build relationships within the community.
- Comfortable engaging clients in person and through proactive calling.