ABOUT THE JOB (JOB BRIEF) :
At Key, we have the opportunity to bring ease value and expertise to our clients by helping them have confidence and the peace of mind to dream big.
As a Personal Banker you will report to the Branch Manager. Responsible for acquiring new consumer and small business clients, to expand relationships with existing clients and help clients achieve confidence in their financial wellness.
Develops a comprehensive understanding of client needs by utilizing the Financial Wellness Guide. Serves as a proactive member of the Retail branch team by being an initial sales and service contact for new and existing clients, both at the sales desk and across the teller line.
Key’s branch culture is to be cross functional, utilizing time on the teller line as opportunities to identify and build deeper relationships with our clients.
Effectively manages existing clients / book of business to support the retention and growth of profitable client relationships through sales of deposit, loan and investment products (with appropriate licensing).
Recommends products and services to help the client achieve financial goals and the team to achieve business goals. Identifies and resolves complex client service issues.
Recognizes complex product and financial services opportunities and refers to appropriate sales professionals in Retail, Investment Services, Mortgage, Business Banking, and Private Banking.
Meets or exceeds established Teamwork & Accountability goals, and production expectations while maintaining strict adherence to risk and operational policies.
Serves as a backup to the Branch Manager when the Branch Manager is unavailable.
ESSENTIAL JOB FUNCTIONS :
The Personal Banker through execution of the Branch Playbook and Financial Wellness Reviews, helps clients achieve their Financial Goals.
The Personal Banker also provides sales and service support to the Retail branch team. Personal Bankers and all Branch team members are expected to act professionally at all times, conduct business ethically, avoid conflicts of interest and act in the best interest our clients and Key
Primary Personal Banker Functions
effectively manages internal and external Centers of Influence (COIs)
documents activities by using the call report feature in the Desktop
Takes opportunities identified on the teller line to deepen and expand client relationship
Key's application process for Personal Banker position(s) require that you complete our Skill Match Survey. The Skill Match Survey can be taken via computer or mobile device and will take 20-30 minutes to complete.
After completing the application, you will be prompted to take the Skill Match Survey.
REQUIRED QUALIFICATIONS :
occasional lifting of up to 30 lbs.
Note : Employees 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.
PREFFERED QUALIFICATIONS :
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