Personal Banker
Emmett, ID - USA
Job Summary
- 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 in-person and over the phone client conversations and provide effective and customized financial wellness recommendations to clients.
- Consistently attains individual activity behavior and outcome goals and 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 in-person morning huddles and end of day debriefs.
- Work on Saturdays as directed by management.
- Performs other duties as assigned; duties responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
- Complies 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 Keys clients and Key
Qualifications :
- Minimum 1 year of 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)
Additional Information :
Compensation Information
Equal Pay Posting Language
This position is eligible to earn a base hourly rate in the range of $18 to $24.52 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.
FLSA STATUS:
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.
Remote Work :
No
Employment Type :
Full-time
About Company
KeyBank is an organization collectively committed to helping you unlock your potential and discover what truly drives you. Working here means sharing our purpose to help our clients, colleagues, and communities thrive. You’ll find genuinely supportive teammates, a flexible, inclusive ... View more