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Personal Banker at KeyBank - ApplyBlast

Personal Banker

KeyBank

5 months ago

3.6 on Glassdoor

Burlington, VT

Onsite

Full Time

Junior

0 applicants

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About this role

This role serves as a trusted advisor and problem-solver, engaging KeyBank clients in both in-person and phone settings to uncover financial needs and recommend customized solutions. Personal Bankers attract new clients, deepen existing relationships, and open various account types while adhering to strict compliance and security procedures. Success requires a client-first, sales-driven approach to enhancing customer financial wellness through proactive conversation and product guidance.

Responsibilities

Engage clients in financial wellness conversations to uncover asset needs
Open personal and business accounts including mortgages and CDs
Achieve individual sales and referral activity targets consistently
Deepen relationships with existing clients to expand product usage
Ensure compliance with operational, risk, and audit procedures

Skills

Qualifications

High School Diploma or GEDGlosses License

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!