- Embodies a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their day, personally, professionally, and financially.
- Listen for clues for financial wellness opportunities during client conversations and provide effective and customized financial wellness recommendations to clients
- Consistently attains individual activity, behavior, and outcome expectations.
- Opening personal and business accounts (consumer checking, small business, various deposit products, home equity, unsecured lending, certificates of deposit, etc.).
- Developing strong partnerships with branch teammates and line of business partners - focusing on client acquisition and deepening the relationship of current clients; effectively managing internal and external centers of influence.
- Ensuring compliance with operational, risk, security and audit procedures and policies including appropriate documentation of client interactions.
- Support of branch operations including assisting with client transactions on the Teller line as needed.
- Participate in and occasionally facilitate morning huddles and end of day debriefs
- Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
- Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key.
- High School Diploma , GED or equivalent business experience (required) or
- Bachelor's Degree (preferred)
- 1-3 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. KeyBank provides the tools and training, but we need relationship builders with a curious nature who are great at sparking conversations. (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)
- Comfortable interacting with small business clients, overcoming objection, and asking fact-finding questions with the goal of being helpful. (preferred)
- Demonstrated experience with influencing business partners and leveraging centers of influence, as this role will require significant influence of partners such as Key Investment Services, Mortgage and Business Banking sales professionals. (required)
- Working knowledge of PCs (MS Windows and Office Products including Word, Excel, etc.). (required)
- Working knowledge of digital technology (mobile, apps, web-based browsing) and ability to educate clients on digital platforms and capabilities within Key (required)
- Notary License (preferred)
- Is knowledgeable about the client's accounts and business with the bank and uses sound judgment with customers and transactions
- Demonstrated ability to attain sales and referral goals through preset appointments and quality conversations leading to recommendations that support clients' financial wellness goals, leveraging system generated lead lists, walk ins, and professional contacts
- Strong work ethic and high level of integrity
- Excellent Time management skills
- Consumer Retail - Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of lbs., occasional lifting of up to 30 lbs.
- Ability to routinely and frequently operate a motor vehicle with a valid driver's license.
-
Personal Banker
3 days ago
Key Bank Essex Junction, United StatesLocation: · 40 Pearl Street - Essex Junction, Vermont 05452 · Job Summary · Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. Personal Bankers engage clients in deeper conversations to uncover needs and provide guidance ...
-
Personal Banker
1 week ago
KeyCorp South Burlington, United StatesLocation:960 Shelburne Road - South Burlington, Vermont 05401 Job Summary. Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. Personal Bankers engage clients in deeper conversations to uncover Personal Banker, Banker, Loan ...
-
Personal Banker
5 days ago
Key Bank South Burlington, United StatesLocation: · 960 Shelburne Road - South Burlington, Vermont 05401 · Job Summary · Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. Personal Bankers engage clients in deeper conversations to uncover needs and provide gui ...
-
Personal Banker
6 days ago
KeyCorp Essex Junction, United StatesLocation:40 Pearl Street - Essex Junction, Vermont 05452 Job Summary. Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. Personal Bankers engage clients in deeper conversations to uncover needs Personal Banker, Banker, Loan ...
-
Personal Banker
3 days ago
Key Bank Milton, United StatesLocation: · 185 Route 7 South - Milton, Vermont 05468 · Job Summary · Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. Personal Bankers engage clients in deeper conversations to uncover needs and provide guidance and s ...
-
Personal Banker
1 week ago
KeyCorp Milton, United StatesLocation:185 Route 7 South - Milton, Vermont 05468 Job Summary. Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. Personal Bankers engage clients in deeper conversations to uncover needs and p Personal Banker, Banker, Loan ...
-
Captive Management Accountant
2 weeks ago
AIG Burlington, United States Full timeAt AIG, we are reimagining the way we help customers to manage risk. Join us as a Captive Management Accountant to play your part in that transformation. It's an opportunity to grow your skills and experience as a valued member of the team. · This Captive ManagementAccountant ro ...
-
Relationship Banker I
1 week ago
Mascoma Bank Burlington, United StatesJob Description · Job DescriptionOur purpose is to provide exceptional customer service while improving our customers' lives and our community. If you share this purpose, become part of our Certified B Corporation and join in our vision to be a force for positive change for our c ...
-
Teller
1 week ago
KeyBank Burlington, United StatesJob Description · Location: · 960 Shelburne Road - South Burlington, Vermont 05401Job Summary · Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. As a Teller, you provide excellent client service by welcoming both new and ...
-
Tax Director
11 hours ago
EisnerAmper Burlington, United StatesJob Description · At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. Yo ...
-
Entry Level Financial Representative
5 days ago
Bankers Life Burlington, United StatesEntry Level Financial Representative - Insurance Sales · Location: Burlington, VT, United States · Job Category: Financial Representative · Posted: 13-Jul-2023 · Job Description · Bankers Life, one of the most respected brands in the Financial Services industry, is seeking ambiti ...
-
Relationship Banker
2 weeks ago
NBT Bank Burlington, United StatesStarting at $18.00 per hour · The role of the Relationship Banker is to deliver high quality customer service and responsiveness while providing quality, consultative customer service to ensure both internal and external customer's needs are met. This individual will be responsib ...
-
Financial Services Professional
5 days ago
Bankers Life Burlington, VT, United StatesBankers Life , a leading brand in the Financial Services industry, is seeking ambitious individuals to join our team of Insurance Agents and Financial Representatives. If you have a passion for helping others achieve their financial goals, are a natural networker, enjoy critical ...
-
Accounting Manager
2 weeks ago
Brown & Brown Burlington, United StatesBrown & Browns Risk Solutions team, formerly known as Beecher Carlson, is looking for an Accounting Manager to join the Risk Optimization Group remotely or in Burlington, VT. · The Accounting Manager will manage the day-to-day accounting and financial activities of a portfolio o ...
-
Relationship Banker I
2 weeks ago
Mascoma Bank Burlington, United StatesOur purpose is to provide exceptional customer service while improving our customers' lives and our community. If you share this purpose, become part of our Certified B Corporation and join in our vision to be a force for positive change for our customers, communities, and employ ...
-
Banking Associate
4 weeks ago
TD Bank Group Burlington, United StatesWork Location: · Burlington, Vermont · Hours: · 40 · Pay Details: · $ $27.00 USD · TD is committed to providing fair and equitable compensation opportunities to all colleagues. The included salary range for this role takes into account multiple factors that are considered i ...
-
Lead Teller
3 weeks ago
Key Bank South Burlington, United StatesLocation: · 1795 Williston Road - South Burlington, Vermont 05401 · Job Summary · Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. As a Lead Teller, you act as a resource in identifying and resolving client servicing i ...
-
Teller
1 week ago
KeyBank South Burlington, United StatesJob Description · Location: · 1795 Williston Road - South Burlington, Vermont 05401Job Summary · Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. As a Teller, you provide excellent client service by welcoming both new and ...
-
Lead Teller
1 week ago
KeyBank South Burlington, United StatesJob Description · Location: · 1795 Williston Road - South Burlington, Vermont 05401Job Summary · Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. As a Lead Teller, you act as a resource in identifying and resolving client ...
-
Corporate Development Intern
2 weeks ago
Labcorp Burlington, United States Full timeJob Description · Company Overview:Labcorp is a global leader of innovative and comprehensive laboratory services that helps doctors, hospitals, pharmaceutical companies, researchers and patients make clear and confident decisions. We provide insights and advance science to impro ...
Personal Banker - Burlington, United States - Key Bank
Description
Location:149 Bank Street - Burlington, Vermont 05402
Job Summary
Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. Personal Bankers engage clients in deeper conversations to uncover needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts. As part of the branch team, the Personal Banker will work toward attracting new clients to Key and work with existing clients to develop and expand relationships based on their unique financial goals, leading to client confidence in their finances. The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual. Strong and effective teamwork, paired with communication polish and confidence, are critical for this role. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey. We take pride in serving our clients and making them feel that no bank will fight harder for them.
Responsibilities
Employees in this position are required to comply with all rules and regulations of The Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (The SAFE Act). Employees hired or transferring into this position will need to meet the qualification requirements, in Key's sole discretion, under Reg. Z, prior to acting as a loan originator in a consumer credit transaction secured by a dwelling. Qualification requirements include but are not limited to an assessment of overall financial responsibility, character, and general fitness through review of a criminal background check, credit report, and information about any administrative, civil, or criminal findings by any government jurisdiction.
Tactical Skills
- All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies.
KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to building a diverse, equitable and inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or other protected category.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing
