- 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 1 – 10 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
2 weeks ago
Citizens Bank Martinsville, United StatesJob Description · Job DescriptionSummary of Job Responsibilities: · Under general supervision, and in line with established policies and procedures, serves as a primary service and sales contact for all Bank customers. Provides a variety of sales and service functions, including ...
-
Personal Banker I
6 days ago
Civista Bank Guilford, IN, United States Part timeCivista Bank Description: Position Purpose: A Personal Banker I (PB I) is responsible for maintaining and building customer relationships while utilizing a consultative sales process to proactively provide solutions to assist new and existing customers in achieving their financia ...
-
Personal Banker
2 weeks ago
KeyBank Franklin, United StatesJob Description · Location: · 1750 Northwood Plaza Drive - Franklin, Indiana 46131Job 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 ...
-
PT Personal Banker
5 days ago
First Farmers Bank and Trust Company Cicero, United StatesJob Type · Part-time · Description · PT Personal Banker · DEPARTMENT: Retail · CLASSIFICATION: Non-Exempt · REPORTS TO: Branch Manager/Assistant Branch Manager · SUPERVISES: None · Position Summary: (We are seeking two Part Time Personal Bankers) · The PT Personal Banker i ...
-
personal banker intern
6 days ago
STAR Inc. Zionsville, United StatesIf you are searching for an employer that provides you with unlimited career growth and development opportunities, look no further Learn how STAR Financial Bank strives to be the employer of choice in Indiana and truly defines OneTeam. · STAR Financial Bank is an Indiana-based c ...
-
Float CSR/Teller
3 weeks ago
Fifth Third Bank Indianapolis, United States Full timeMake banking a Fifth Third better · We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. · GENERAL FUNCTION: Provide excellent customer service in all interactions. Refer customers to the appropria ...
-
Full Time Float Teller
6 days ago
KeyBank Indianapolis, United States Full timeLocation: · 930 N Meridian Street - Indianapolis, Indiana 46204 Job 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 existing client ...
-
Relationship Banker
9 hours ago
Financial Center First Credit Union Indianapolis, United States Full timeJob Description · Job DescriptionPOSITION TITLE: Relationship Banker · REPORTS TO: Branch Manager · DEPARTMENT: Retail Operations · PAY GRADE: 8 · FLSA STATUS: Non-Exempt · LOCATION: 1301 E. Stop 11 Road Indianapolis, IN, 46227 · PURPOSE: The primary purpose of this position is t ...
-
Staff VP GHB Corp Development M&A
3 weeks ago
Elevance Health Indianapolis, United States· The Staff VP Corporate Development is a new staff VP role that will be focused on Mergers & Acquisitions to improve our ability to build and manage the M&A pipeline. This position will report to the SVP Corporate Development and be part of a restructure to provide a dedicated ...
-
AVP, First Mortgages
2 days ago
Financial Center First Credit Union Indianapolis, United States Full timeJob Description · Job DescriptionPOSITION TITLE: AVP, First Mortgages · REPORTS TO: VP, Lending · GRADE: 14 · DEPARTMENT: Production · FLSA STATUS: Exempt · LOCATION: Hybrid · POSITION SUMMARY: The primary purpose of this position is to fulfill Financial Center's vision of inspir ...
-
SBA Support Specialist
2 weeks ago
Community First Bank of Indiana Indianapolis, United StatesJob Description · Job DescriptionSalary: · At Community First Bank of Indiana (CFB) we set our intentions to serve and give our best to others each day. Our mission? We partner with you to build a better future. Ready to get started? · As part of our team, you'll be empowered th ...
-
Branch Manager/Business Development Officer
2 weeks ago
Community First Bank of Indiana Indianapolis, United StatesJob Description · Job DescriptionSalary: · At Community First Bank of Indiana (CFB) we set our intentions to serve and give our best to others each day. Our mission? We partner with you to build a better future. Ready to get started? · As part of our team, you'll be empowered th ...
-
Mortgage Banker Accountant
2 weeks ago
1st Signature Lending Indianapolis, United StatesJob Description · Job DescriptionJob Description · Mortgage Banker Accountant · 1st Signature Lending is a mortgage banker located in Fishers, IN by I-69 and 96th St. Due to increased sales volumes, we are expanding our current accounting staff. This position would report directl ...
-
Commercial Relationship Manager
3 weeks ago
Everwise Credit Union Carmel, United StatesCommercial Relationship Manager · We are searching for an experienced Commercial Relationship Manager. · Indianapolis, Indiana · Position Summary: · The Commercial Relationship Manager will develop and oversee a Commercial Loan Portfolio, focusing on the growth and development ...
-
Financial Wellness Consultant
1 month ago
KeyBank Carmel, United States Full timeJob Summary: · Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Financial Wellness Consultant (FWC) is a Banker who also conducts Teller transactions to build relationships, uncover opportunities and provide guidance ...
-
Banker
1 week ago
Horizon Bank Greenwood, United StatesJob Overview · This position is eligible for a $1,000 sign-on bonus now through June 30, 2024. · At Horizon Bank, we're not just about banking; we're about empowering dreams and transforming lives when we Go Beyond Our passion lies in creating meaningful connections with our clie ...
-
Assistant Manager, Banking Center
1 week ago
OneZone Carmel, United States**Assistant Manager, Banking Center** · Feb 18, 2022 · Serve as the primary operations officer of the assigned Banking Center. Assist the Banking Center Manager with development of new business, servicing accounts, lending, customer relations and staff development. · Essential ...
-
Universal Banker
5 days ago
Horizon Bank Carmel, United StatesJob Overview · At Horizon Bank, we're not just about banking; we're about empowering dreams and transforming lives when we Go Beyond Our passion lies in creating meaningful connections with our clients and providing financial solutions that pave the way to success. We're a dynami ...
-
1556 FT Commercial Banker
3 weeks ago
German American Bancorp Greenwood, United StatesJob Title: 1556 FT Commercial Banker - Greenwood, IN · Summary of Duties and Responsibilities · Are you an experienced Commercial Lender who enjoys building relationships in your community? We are looking for a sales-oriented professional to provide outstanding customer service ...
-
Commercial Relationship Manager
3 weeks ago
Teachers Credit Union Carmel, United StatesCommercial Relationship Manager · We are searching for an experienced Commercial Relationship Manager. · Indianapolis, Indiana · Position Summary: · The Commercial Relationship Manager will develop and oversee a Commercial Loan Portfolio, focusing on the growth and developme ...
Personal Banker - Indianapolis, United States - KeyBank
Description
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:
Education Qualifications:
Experience Qualifications:
Licenses and Certifications:
Mortgage Loan Officer/Loan Officer (MLO/LO) Classification
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:
Core Competencies:All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies.
Physical Demands:
Driving Requirements:
Job Posting Expiration Date: 07/08/2024KeyCorp 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
About KeyBank:
Working at Key is an opportunity to join a company committed to your success and the success of the clients and communities we serve. We offer our teammates the skills, mentoring and training needed to meet their career goals and better serve our clients.
