Personal Banker - Lander Circle

KeyBank NA • Cleveland, OH • 1h ago

Location:
30200 Chagrin Boulevard - Pepper Pike, Ohio 44124
Job Summary
Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank 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.
Essential Functions
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 Key's clients and Key.
Education
High School Diploma , GED or equivalent business experience (required) or
Bachelor's Degree (preferred)
Work Experience
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

Similar Jobs

Finance Associate - 2026 Leadership Development Program

Avient Corporation • Avon Lake, OH • 1h ago

Finance, Accounting & Banking

Job Summary The Finance Leadership Development Program accelerates professional development by placing participants on multiple Avient Finance Teams during a two-year rotational program. Individuals gets hands-on experie...

1h ago

Go to Apply

Senior Vice President, CFO Advisory

Stout Risius Ross, LLC • Cleveland, OH • 1h ago

Finance, Accounting & Banking

At Stout, we're dedicated to exceeding expectations in all we do - we call it Relentless Excellence . Both our client service and culture are second to none, stemming from our firmwide embrace of our core values: Positiv...

1h ago

Go to Apply

Personal Banker

KeyBank NA • Strongsville, OH • 1h ago

Finance, Accounting & Banking

Location: 17333 Southpark Center - Strongsville, Ohio 44136 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. Personal Bankers engage clients in deeper...

1h ago

Go to Apply

Finance Intern

Howmet Aerospace • Cleveland, OH • 4h ago

Finance, Accounting & Banking

The Howmet Aerospace Summer Internship Program, in our Howmet Structured Systems (HSS) business unit, will include engaging and impactful project(s), lunch & learns presented by organizational leaders, tours of our m...

4h ago

Go to Apply

Relationship Banker

FIRST NATIONAL BANK OF PENNSYLVANIA • Bedford, OH • 12h ago

Finance, Accounting & Banking

Primary Office Location:413 Northfield Road. Bedford, Ohio. 44146. Join our team. Make a difference - for us and for your future. Position Title: Relationship Banker Business Unit: Retail Reports to: Varies Based on Assi...

12h ago

Go to Apply

Specialist - Financial Accounting

Eaton Corporation • Beachwood, OH • 22h ago

Finance, Accounting & Banking

Eaton's Corporate Sector division is currently seeking a Specialist - Financial Accounting. The expected annual salary range for this role is $108749.97 - $159499.96 a year. Please note the salary information shown above...

22h ago

Go to Apply

Senior Government Accounting Manager

GE Aerospace • East Cleveland, OH • 1d ago

Finance, Accounting & Banking

Job Description Summary The Senior Government Accounting Manager is responsible for compliantly developing Forward Pricing Rate Proposals (FPRPs) and the annual Incurred Cost Submission (ICS) for the GE Aerospace Defense...

1d ago

Go to Apply

Area Finance Business Partner

US Foods • Twinsburg, OH • 1d ago

Finance, Accounting & Banking

ARE YOU A CURRENT US FOODS EMPLOYEE? PLEASE APPLY DIRECTLY THROUGH OUR INTERNAL WORKDAY CAREER SITE ( https://www.myworkday.com/usfoods/d/task/2998$47185.htmld ) Join Our Community of Food People! Member of the local lea...

1d ago

Go to Apply

T&O Supply Chain Controller

GE Aerospace • East Cleveland, OH • 1d ago

Finance, Accounting & Banking

Job Description Summary The controller will be responsible to deliver accurate and timely US GAAP compliant financial information to internal and external stakeholders for the Supply Chain division of the Technology &...

1d ago

Go to Apply

IT Finance Manager

Insight Global • Cleveland, OH • 2d ago

Finance, Accounting & Banking

Job Description Insight Global is seeking an IT Finance Manager to work remotely in the US. This person will lead the IT finance function, track and manage the IT budget weekly, and review findings with IT leadership wee...

2d 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.