Personal Banker

Location: 11 Main Street - Wakeman, Ohio 44889 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. Personal Bankers engage clients in deeper conversations to uncover needs and provide solutions to assist in client financial wellness both in person and through proactive calling efforts. As part of the branch team, the Personal Banker will attract 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 teamwork, paired with polished communication and confidence, are critical for this role. Essential Functions Embodies a strong client experience culture, being present with every client and teammate and realizing the impact on their day, personally, professionally, and financially. Listens for clues for financial wellness opportunities during in‑person and over the phone client conversations and provides effective and customized recommendations. Consistently attains individual activity, behavior, and outcome goals and expectations. Opens personal and business accounts (consumer checking, small business, various deposit products, home equity, unsecured lending, certificates of deposit, etc.). Develops strong partnerships with branch teammates and line‑of‑business partners, focusing on client acquisition and deepening relationships of current clients; effectively manages internal and external centers of influence. Ensures compliance with operational, risk, security, and audit procedures and policies, including appropriate documentation of client interactions. Supports branch operations by assisting with client transactions on the teller line as needed. Participates in and occasionally facilitates in‑person morning huddles and end‑of‑day debriefs. Works on Saturdays as directed by management. 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 acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key. Education High School Diploma, GED or equivalent business experience (required) or Bachelor's Degree (preferred) Work Experience Minimum of 1 year 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. 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). Licenses and Certifications Notary License (preferred) Skills Knowledgeable about the client’s accounts and business with the bank and uses sound judgment with clients 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. Strong work ethic and high level of integrity. Excellent time‑management skills. Building and nurturing relationships with clients, including identifying potential clients, engaging with them to understand their needs, and developing strategies to convert them into long‑term clients. Deepening relationships with existing clients by offering additional products and services that meet their evolving needs. Attentive to client needs, resolving issues promptly, and ensuring a positive banking experience. Ability to evaluate financial information to understand clients’ financial health, identify investment opportunities, and recommend strategies. Understanding and managing risks associated with banking operations and client transactions. Strong verbal and non‑verbal communication skills to understand clients’ needs and recommend appropriate banking products and services. Accurate and efficient handling of cash transactions. Physical Demands Prolonged standing (5‑8 hours per day), frequent use of hands to manipulate or grasp objects, occasional bending and lifting, frequent forward reach, and lifting up to 30 lbs. Driving Requirements Routinely and frequently operate a motor vehicle with a valid driver’s license. Compensation and Benefits Base hourly rate in the range of $20.67 – $31.25 per hour. Placement within the pay range may differ based upon skills, experience, and geographic location. Incentive compensation may include production, commission, and/or discretionary incentives. KeyCorp Equal Opportunity Statement KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. 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 View email address on click.appcast.io. #J-18808-Ljbffr