Personal Banker (R-35672) Job at KeyBank, Ypsilanti, MI

M3JhNzdxUEdpOHg4Q2xJVWljQnFBSGNDWnc9PQ==
  • KeyBank
  • Ypsilanti, MI

Job Description

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).
  • 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)
  • Working knowledge of digital technology (mobile, apps, web-based browsing) and ability to educate clients on digital platforms and capabilities within Key (required).


Licenses and Certifications

  • Notary License (preferred).


Tactical Skills:

  • Is knowledgeable about the client’s accounts and business with the bank and uses sound judgment with customers 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 and high level of integrity.
  • Excellent Time management skills.


Core Competencies:

  • All KeyBank employees are expected to demonstrate Key’s Values and sustain proficiency in identified Leadership Competencies.


Physical Demands:

  • Consumer Retail - Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 – 10 lbs., occasional lifting of up to 30 lbs.


Driving Requirements:

  • Ability to routinely and frequently operate a motor vehicle with a valid driver's license.

About KeyBank:

Working at Key is an opportunity to join a company committed to your success and the success of the clients and communities we serve. We offer our teammates the skills, mentoring and training needed to meet their career goals and better serve our clients.

Job Tags

Full time, Day shift,

Similar Jobs

Michaels Stores

Framer Job at Michaels Stores

 ...weekends and early mornings Applicants in the U.S. must satisfy federal, state, and local legal requirements of the job. At The Michaels Companies Inc., our purpose is to fuel the joy of creativity and celebration. As the leading destination for creating and... 

Erlanger

Art Director Job at Erlanger

 ...Job Summary: The Art Director is responsible for leading the visual development of Erlanger's marketing campaigns and communications...  ...the Senior Creative Director, the Art Director guides design concepting, layout, and production while mentoring team members and... 

Soap Creek Resources

Field Service Fabricator - J611 Job at Soap Creek Resources

 ...all weekend (10+ hours/day), return on Monday, and have scheduled days off around travel. Perform other duties as assigned by the Field Service Manager. Travel extensively, typically 3542 weeks per year, including weekend work. This role generally travels every... 

Hyatt Hotels

Starbucks Barista (PT) Job at Hyatt Hotels

 ...who are focused on providing efficient service and meaningful experiences. The beverage attendant will provide service in the Starbucks located on the property of the resort. This position will be responsible for fulfilling guest orders. The beverage attendant will... 

Quality Home Care: Michigan Private Duty Aides

Social Worker or Psychologist - Discharge Planning Job at Quality Home Care: Michigan Private Duty Aides

Social Worker or Psychologist Discharge Planning Location: Plymouth, MI | Onsite Schedule: Full-Time | Hourly Position Summary...  ...safe, effective discharge planning for residents in a Skilled Nursing Facility. Works collaboratively with the interdisciplinary team...