Personal Banker

Location

11461 Buckeye Road – Cleveland, Ohio 44104

Personal Bankers engage clients in deeper conversations to uncover needs and provide guidance and solutions to assist in client financial wellness both in person and through proactive calling efforts. As part of the branch team, the Personal Banker attracts new clients to Key and works with existing clients to develop and expand relationships based on their unique financial goals, leading to client confidence in their finances.

• Embodies a strong client experience culture, being present with every client and teammate and realizing the impact on their day, professionally and financially.
• Listens for clues for financial wellness opportunities during in‑person and over‑the‑phone client conversations and provides effective and customized financial wellness recommendations.
• Consistently achieves individual activity, behavior, and outcome goals and expectations.
• Opens personal and business accounts (consumer checking, small business, deposit products, home equity, unsecured lending, certificates of deposit, etc.).
• Develops strong partnerships with branch teammates and line of business partners – focusing on client acquisition and deepening current client relationships; effectively manages internal and external centers of influence.
• Ensures compliance with operational, risk, security and audit procedures and policies, including appropriate documentation of client interactions.
• Supports branch operations, including assisting with client transactions on the teller line as needed.
• Participates in and occasionally facilitates in‑person morning huddles and end‑of‑day debriefs.
• Works 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 Key Bank policies and procedures, including acting professionally, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients.

• High School Diploma, GED or equivalent business experience (required).
• Bachelor’s Degree (preferred).

• Minimum of 1 year experience in developing current and new customer relationships, achieving sales goals, and building referral sources.
• Sales experience is more important than financial services experience.
• Understanding of consumer credit – including loan to value, debt to income and credit reports.
• Foundational knowledge of sales and service techniques with clients, including tele‑consulting, outside calling, prospecting, and networking.
• 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.
• Working knowledge of PCs (MS Windows and Office Products including Word, Excel, etc.).
• Working knowledge of digital technology (mobile, apps, web‑based browsing) and ability to educate clients on digital platforms and capabilities within Key.

• Notary License (preferred).

Knowledgeable about the client’s accounts and business with the bank and uses sound judgment with clients and transactions. Demonstrated 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 contacts.

Strong work ethic, high integrity, excellent time management, and strong verbal and non‑verbal communication skills to understand clients’ needs and recommend appropriate banking products and services.

Ability to evaluate financial information to understand clients’ financial health, identify investment opportunities, and recommend strategies. Understanding and managing risks associated with banking operations and client transactions. Accurate and efficient handling…