Talent.com
Personal Banker
Personal BankerKeyCorp • American Fork, UT, US
Personal Banker

Personal Banker

KeyCorp • American Fork, UT, US
[job_card.variable_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

Personal Banker

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 years 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)
  • Skills

  • Is 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 and high level of integrity.
  • Excellent time management skills.
  • Building and nurturing relationships with clients including identifying potential clients, engaging with them to understand their needs, and developing strategies to convert them into long-term clients. It also includes deepening relationships with existing clients by offering additional products and services that meet their evolving needs.
  • Being attentive to client needs, resolving issues promptly, and ensuring a positive banking experience. Excellent client service helps build trust and encourages clients to continue banking with KeyBank.
  • 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.
  • Strong verbal and non-verbal communication skills to understand clients' needs and recommend appropriate banking products and services.
  • Accurate and efficient handling of cash transactions.
  • Core Competencies

  • All KeyBank employees are expected to demonstrate Key's Values and abide by Key's Code of Conduct.
  • 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.
  • Work Location Category

  • Branch
  • Compensation and Benefits

    This position is eligible to earn a base hourly rate in the range of $20.19 - $30.77 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation subject to individual and company performance. For a list of benefits for which this position is eligible, please visit

    KeyBank

    is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.

    [job_alerts.create_a_job]

    Personal Banker • American Fork, UT, US

    [internal_linking.related_jobs]
    Client Relationship Manager- Salt Lake City, UT

    Client Relationship Manager- Salt Lake City, UT

    Charles Schwab • HOLLADAY, UT, US
    [job_card.full_time]
    Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. Branch Manager and sales / support staff with meeting our cl...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Test Products from Home – $25-$45 / hr + Freebies

    Test Products from Home – $25-$45 / hr + Freebies

    OCPA • Holladay, Utah, us
    [job_card.part_time] +1
    Product Testers are wanted to work from home nationwide in the US to fulfill upcoming contracts with national and international companies. We guarantee 15-25 hours per week with an hourly pay of bet...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Side Income Opportunity - Work Your Own Hours

    Side Income Opportunity - Work Your Own Hours

    Finance Buzz • Payson, Utah, US
    [job_card.part_time] +1
    We’re offering a part-time opportunity for individuals who want to earn extra cash without disrupting their main job or studies. This role gives you the freedom to work from home at your own pace, l...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Earn up to $25 per survey Online Survey Taker - Work from home and be your own boss (Hiring Immediately)

    Earn up to $25 per survey Online Survey Taker - Work from home and be your own boss (Hiring Immediately)

    Earn Haus • East Millcreek, Utah, US
    [filters.remote]
    [job_card.full_time] +1
    We are urgently looking for people interested in taking online surveys for Fortune 500 brands.If you are a self-starter, looking for flexible hours throughout the week, this may be for you! Earn up...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Teller (40 Hours)-Cottonwood Heights

    Teller (40 Hours)-Cottonwood Heights

    BankTalent HQ • Cottonwood Heights, UT, United States
    [job_card.full_time]
    Zions Bank recognizes that its success comes from the dedication, experience and talents of its diverse employee base.As we build upon our 150-year legacy and usher in the next generation of bankin...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Customer Care Representative - WFH

    Customer Care Representative - WFH

    Spade Recruiting • Provo, UT, US
    [filters.remote]
    [job_card.full_time]
    We're not your typical insurance agencywe're a people-first, tech-forward, and growth-driven team serving working families with industry-leading life and supplemental insurance solutions.Our cultur...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Client Relationship Consultant 2 (Banker) - UT-Provo Smith's (38hrs)

    Client Relationship Consultant 2 (Banker) - UT-Provo Smith's (38hrs)

    U.S. Bancorp • Provo, UT, US
    [job_card.full_time]
    Client Relationship Consultant.Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Branch Manager-Orem / Wasatch

    Branch Manager-Orem / Wasatch

    Zions Bank • Orem, UT, US
    [job_card.full_time]
    Zion's Bank recognizes that its success comes from the dedication, experience and talents of its diverse employee base.As we build upon our 150-year legacy and usher in the next generation of banki...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Real Estate Associate Agent (1099) - Bainbridge Island

    Real Estate Associate Agent (1099) - Bainbridge Island

    Redfin • Provo, UT, US
    [job_card.full_time]
    Are you a new real estate agent looking to grow your skills, or an experienced agent wanting more flexibility? Our Associate Agent role lets you work with customers on your schedule and make money ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Certified Personal Trainer - Competitive Benefits Package

    Certified Personal Trainer - Competitive Benefits Package

    VASA Fitness • Mapleton, UT, US
    [job_card.full_time]
    At VASA Fitness, we're more than a gym we're a community built on.We create UPLIFTing experiences for everyone through inclusive, accessible, and on-trend fitness. VASA is a place where lives are c...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Customer Service Representative

    Customer Service Representative

    Third Party CS • Provo, UT, US
    [job_card.full_time]
    Customer Service Representative.The customer service representative will be responsible for answering client inquiries, providing product information, and helping the customer by being informative,...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Remote Financial Controller - AI Trainer ($150 per hour)

    Remote Financial Controller - AI Trainer ($150 per hour)

    Mercor • Spanish Fork, Utah, US
    [filters.remote]
    [job_card.full_time]
    UK / Canada / Europe / Singapore / Dubai / Australia-based • •Investment Banking or Private Equity Experts • • for a research project with a leading foundational model AI lab. You are a good fit if you : - Have •...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Physical Therapist Assistant (Sign-On Bonus)

    Physical Therapist Assistant (Sign-On Bonus)

    Orthopedic Care Partners • Cottonwood Heights, UT, United States
    [job_card.full_time]
    Working under the supervision of a Physical Therapist (PT), The Physical Therapist Assistant (PTA), helps patients improve their mobility and functional abilities, by assisting with the implementat...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Remote Mortgage Customer Service Representative

    Remote Mortgage Customer Service Representative

    MCI • Provo, UT, US
    [filters.remote]
    [job_card.full_time]
    This position supports customer service for mortgage customers.This role requires you to interact with hundreds of customers each week across the country to resolve support issues and ensure a best...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Remote Equity / Option Trader

    Remote Equity / Option Trader

    Maverick Trading • Provo, UT, USA
    [filters.remote]
    [job_card.part_time]
    Remote Options Trader at Maverick Trading.Maverick Trading, a 26-year old proprietary trading firm is looking to hire experienced and entry-level equity and equity and option traders.We are a globa...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Personal Banker

    Personal Banker

    Utah Staffing • American Fork, UT, US
    [job_card.full_time]
    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 guidan...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Licensed Marriage and Family Therapist

    Licensed Marriage and Family Therapist

    Headway • Provo, UT, US
    [job_card.full_time]
    Licensed Marriage and Family Therapist (LMFT).Wage : Between $90-$127 an hour.Licensed Marriage and Family Therapist — Are you ready to launch or expand your private practice? .Headway is...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Cashier

    Cashier

    Firehouse Subs • American Fork, UT, US
    [job_card.full_time]
    Reports To : General Manager / Assistant Manager / Shift Leader.The cashier position is critical to the daily success of the restaurant. It's a guest facing job; often the first touch point with the gues...[show_more]
    [last_updated.last_updated_30] • [promoted]