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Personal Banker at KeyBank - ApplyBlast

Personal Banker

KeyBank

5 months ago

3.6 on Glassdoor

Plattsburgh, NY

Onsite

Full Time

Junior

0 applicants

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About this role

A Personal Banker at KeyBank serves as a trusted advisor to individuals and small businesses, conducting proactive outreach to uncover financial needs and offer tailored solutions. The role involves building deep client relationships, opening various deposit and lending accounts, and collaborating with branch teams to drive client acquisition and growth. Candidates must be sales-driven, competitive, and skilled in both in-person and tele-consulting interactions to guide clients toward financial wellness.

Responsibilities

Conduct proactive outreach calls to uncover client financial needs
Open personal and business accounts while cross-selling products
Build and nurture long-term partnerships with existing clients
Collaborate with branch teammates to attract new clients
Evaluate financial information to recommend appropriate strategies

Skills

Qualifications

High School Diploma or GEDBachelor's Degree (Preferred)Notary License (Preferred)One year of experience in developing customer relationships

About KeyBank

key.com

Headquarters

Cleveland, Ohio, United States

Company Size

10001+ employees

Founded

1849

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Enjoy the benefits of being a KeyBank client. We offer checking & savings accounts, credit cards, insurance, and loans. Open your KeyBank account today!