Personal Banker
About this role
Job title: Personal Banker
About the Role Key Bank Personal Bankers serve as trusted advisors in local communities, engaging clients to understand needs and provide guidance for financial wellness both in person and through proactive outreach. They attract new clients and expand relationships with existing ones, focusing on clients' financial goals and building confidence in their finances. The role requires client-first mindset, sales drive, self-motivation, competitive spirit, and strong teamwork and communication.
What You'll Do
- Engage clients in deeper conversations to uncover needs and provide guidance and solutions to support their financial wellness, both in person and through proactive calling.
- Work as part of the branch team to attract new clients and develop/expand relationships with existing clients based on their unique financial goals, helping build client confidence.
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