Personal Banker

KeyBank NA • Akron, OH • 2d ago

Location:
3983 Medina Road - Akron, Ohio 44333
Job Summary
Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. Personal Bankers engage clients in deeper conversations to uncover needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts. As part of the branch team, the Personal Banker will work toward attracting new clients to Key and work with existing clients to develop and expand relationships based on their unique financial goals, leading to client confidence in their finances. The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual. Strong and effective teamwork, paired with communication polish and confidence, are critical for this role. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey. We take pride in serving our clients and making them feel that no bank will fight harder for them.
Responsibilities
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 client conversations and provide effective and customized financial wellness recommendations to clients
Consistently attains individual activity, behavior, and outcome 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 morning huddles and end of day debriefs
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 Key's clients and Key.
Education Qualifications
High School Diploma , GED or equivalent business experience (required) or
Bachelor's Degree (preferred)
Experience Qualifications
Minimum of 1 year 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)
Worki

Similar Jobs

Finance Analyst (Hybrid)

Nestle • Solon, OH • 3h ago

Finance, Accounting & Banking

Foods you love. Brands you trust. And a career that empowers you to grow. At Nestlé USA, we're all working towards the same goal - to delight and deliver for our consumers. With a rich portfolio of beloved brands, includ...

3h ago

Go to Apply

Commercial Portfolio Manager - Vendor Finance

Huntington National Bank • Akron, OH • 4h ago

Finance, Accounting & Banking

Description Summary:The Commercial Portfolio Manager - Vendor Finance services, deepens, and retains assigned profitable customer relationships by pro-actively evaluating and mitigating associated business risks and oppo...

4h ago

Go to Apply

Staff Accountant

CBIZ Operations, Inc. • Independence, OH • 23h ago

Finance, Accounting & Banking

Status Category: Full-Time Exempt/Non-Exempt: Exempt Job Code: AC124 CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and e...

23h ago

Go to Apply

Accounting Clerk Entry Level OMJST

Ohio Gratings • Canton, OH • 1d ago

Finance, Accounting & Banking

S-1468-9 **Job Title: Accounting Clerk Entry Level OMJST Number of Openings: 1 Worksite Location: Canton, Ohio 44706 How to Apply: APPLY ONLINE: ** https://tinyurl.com/2s39mypx {rel="nofollow"} Please select OhioMeansJob...

1d ago

Go to Apply

Staff Accountant

National Inventors Hall of Fame • North Canton, OH • 1d ago

Finance, Accounting & Banking

The Staff Accountant will support the National Inventors Hall of Fame (NIHF) with precision in the areas of accounts receivable, accounts payable, museum store operations, Pre K-12 registration system, and NIHF filings....

1d ago

Go to Apply

Director Financial Operations

CHILDRENS HOSPITAL MEDICAL CENTER OF AKRON • Akron, OH • 2d ago

Finance, Accounting & Banking

Full-time, 40 Hours/Week Day Shift Onsite Summary: The Director, Financial Operations provides strategic financial leadership to clinical and operational departments, acting as a thought partner and trusted advisor. This...

2d ago

Go to Apply

Operations Finance Manager

GOJO Industries, Inc. • Cuyahoga Falls, OH • 2d ago

Finance, Accounting & Banking

Information about #32351 Operations Finance Manager Work Location: This role works from our manufacturing and distribution campus in Cuyahoga Falls, Ohio. It may also travel to other northeast Ohio locations for meetings...

2d ago

Go to Apply

Vice President of Finance (Controller/Treasury)

CHILDRENS HOSPITAL MEDICAL CENTER OF AKRON • Akron, OH • 4d ago

Finance, Accounting & Banking

Onsite Summary: The Vice President Finance (VP) will oversee the controllership and treasury functions for Akron Children's. This role includes leadership over financial reporting in accordance with generally accepted ac...

4d ago

Go to Apply

Commercial Lending Relationship Manager

FARMERS NATIONAL BANK OF CANFIELD • Orrville, OH • 4d ago

Finance, Accounting & Banking

Description ESSENTIAL DUTIES and RESPONSIBILITIES include, but are not limited to the following: Sell business products and services to commercial customers and prospects as opportunities occur or required by management,...

4d ago

Go to Apply

Account Manager (REMOTE) | Retirement & Investment

CBIZ Operations, Inc. • North Canton, OH • 4d ago

Finance, Accounting & Banking

Status Category: Full-Time Exempt/Non-Exempt: Exempt Job Code: BI0977 CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and...

4d ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.