Personal Banker
$43,054–$65,000 year
On-site · Troy, New York, United States
Job Summary
Personal Banker at KeyBank in Troy, NY engages clients in conversations to uncover financial wellness opportunities, opening personal and business accounts, building relationships, and guiding clients toward appropriate banking products and services. The role emphasizes client-focused, sales-driven collaboration, required knowledge of consumer credit metrics, and the ability to educate clients on digital banking platforms; this position supports branch operations, conducts regular client conversations, and may include Saturday duties. The ideal candidate combines strong communication, relationship-building skills, and integrity with the ability to meet sales and referral goals while complying with risk and operational policies. Notary Notary License is preferred.
Required Qualifications
- High School Diploma, GED or equivalent business experience (required)
- Bachelor's Degree preferred
- Experience with sales is more important than financial services experience (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)
- 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)
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