Personal Banker
$43,054–$65,000 year
On-site · Chardon, Ohio, United States
Job Summary
Personal Banker at KeyBank engages clients in in-depth conversations to uncover needs and provide guidance for financial wellness, both in person and via proactive calling. The role focuses on opening personal and small business accounts, developing partnerships with branch teammates and specialists, achieving sales and referral goals, ensuring compliance and proper documentation, and supporting branch operations including teller duties. The candidate should be a client-first, sales-driven self-motivated team player who can spark meaningful conversations, educate clients on digital banking capabilities, and build long-term relationships to deepen client financial wellness. Occasional Saturday work is possible. Education requirement includes High School Diploma/GED (or equivalent business experience) with Bachelor's degree preferred. Notary license is a preferred certification. Skills emphasize client service, relationship building, risk awareness, communication, and the ability to leverage internal partners to meet client needs.
Required Qualifications
- Minimum of 1 year experience in developing current and new customer relationships and achieving sales goals
- Understanding of consumer credit including loan-to-value, debt-to-income, and credit reports
- Foundational knowledge of sales and service techniques including tele-consulting, outside calling, prospecting, and networking
- Working knowledge of PCs (MS Windows and Office Products) and digital platforms; ability to educate clients on digital capabilities
- Strong communication and relationship-building skills; ability to identify client needs and propose banking products and services
- Notary License (preferred)
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