Personal Banker

KeyBank NA • Mayfield Heights, OH • 2h ago

Location:
1400 Som Center Road - Mayfield Heights, 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 knowled

Similar Jobs

SAP Finance Transformation Senior Manager - Utilities

Accenture • Cleveland, OH • 2h ago

Finance, Accounting & Banking

We Are: Are you ready to step into the heart of digital transformation in one of the world's most critical - and most dynamic - industries? The Utilities Industry is transforming at unprecedented speed. Clean energy dema...

2h ago

Go to Apply

SAP Finance Transformation Manager - Utilities

Accenture • Cleveland, OH • 2h ago

Finance, Accounting & Banking

2h ago

Go to Apply

Summer 2026 Internship - Finance

Howmet Aerospace • Cleveland, OH • 2h ago

Finance, Accounting & Banking

We are seeking highly motivated and energetic students for the 2025 summer intern program at Howmet Engine Systems. The program consists of 10-14 weeks of structured hands-on training involving plant tours, seminars, net...

2h ago

Go to Apply

Accounts Payable Associate I

Northeast Ohio Regional Sewer District • Cleveland, OH • 2h ago

Finance, Accounting & Banking

Description JOB SUMMARY Assists with processing construction, engineering, and contract invoices for payments. Maintains accounts payable records and reconciles accounting related transactions. Audits and reviews reports...

2h ago

Go to Apply

Senior Financial Analyst

STERIS CORPORATION • Mentor, OH • 2h ago

Finance, Accounting & Banking

Senior Financial Analyst Req ID: 52438 Job Category: Finance/Accounting Location: Mentor, OH, US, 44060 Workplace Type: Hybrid At STERIS, we help our Customers create a healthier and safer world by providing innovative h...

2h ago

Go to Apply

Personal Banker

KeyBank NA • Westlake, OH • 2h ago

Finance, Accounting & Banking

Location: 1411 Columbia Road - Westlake, Ohio 44145 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 convers...

2h ago

Go to Apply

Personal Banker

KeyBank NA • Hudson, OH • 2h ago

Finance, Accounting & Banking

Location: 120 West Streetsboro Street - Hudson, Ohio 44236 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...

2h ago

Go to Apply

SVP, Private Banking Division Manager, Cleveland

Dollar Savings Bank • Cleveland, OH • 3h ago

Finance, Accounting & Banking

The Private Banking Business Unit Head for Dollar Bank's Cleveland Market will have primary responsibility to significantly grow the Private Banking loan and deposit portfolio in Northeast Ohio. Execution will occur by p...

3h ago

Go to Apply

Associate Gas Controller

Pan Energy Services, Limited Partnership • Lakewood, OH • 15h ago

Finance, Accounting & Banking

Posting End Date: January 22, 2026 Employee Type: Regular-Full time Union/Non: This is a non-union position At Enbridge, we deliver safe and reliable natural gas to millions of customers and we do that by fueling our ded...

15h ago

Go to Apply

Property Accountant

Beacon Hill Staffing Group, LLC • Cleveland, OH • 22h ago

Finance, Accounting & Banking

Beacon Hill was founded to set a new standard in search, career placement and flexible staffing. Property Accountant (Contract-to-Hire) Location: Cleveland, OH (On-site) Schedule: Monday-Friday, 8:30 AM-5:00 PM ( -hour l...

22h 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.