Personal Banker
$43,094–$65,000 year
On-site · Stamford, Connecticut, United States
Job Summary
Personal Banker at KeyBank in Stamford, CT, focusing on client conversations to uncover financial wellness opportunities, opening accounts, developing relationships with clients and partners, meeting sales and activity goals, ensuring compliance, and supporting branch operations. Responsibilities include prospecting and networking to attract new clients, deepening relationships with existing clients, guiding clients on financial products (checking, deposits, home equity, unsecured lending, CDs), and delivering personalized financial wellness recommendations through in-person and phone conversations. Requires strong client-service orientation, sales aptitude, communication skills, and knowledge of consumer credit concepts. Requires 1+ years in developing client relationships and achieving sales goals; notary license preferred; proficiency with PCs and digital platforms. Location-specific duties include in-branch responsibilities with occasional tele-consulting and outside calling; work includes Saturday shifts as directed.
Required Qualifications
- 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
- Understanding of consumer credit - including loan to value, debt to income and credit reports
- Foundational knowledge of sales and service techniques with clients, including tele-consulting, outside calling, prospecting, and networking
- Working knowledge of PCs (MS Windows and Office)
- Working knowledge of digital technology (mobile, apps, web-based) and ability to educate clients on digital platforms and capabilities within Key
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