Personal Banker
$20.67 - $31.25 per hourKeybank, National Association
- # Personal BankerApplylocations: Dewitt, NYtime type: Full timeposted on: Posted Todaytime left to apply: End Date: August 28, 2026 (30+ days left to apply)job requisition id: R-40068**Location:**6570 Kinne Rd - Dewitt, New York 13214**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 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. **Essential Functions*** 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 in-person and over the phone client conversations and provide effective and customized financial wellness recommendations to clients.* Consistently attains individual activity, behavior, and outcome goals and 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 in-person morning huddles and end of day debriefs.* Work 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 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.**Education*** High School Diploma , GED or equivalent business experience (required) or* Bachelor's Degree (preferred)**Work Experience*** Minimum 1 year of 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)**Licenses and Certifications*** Notary License (preferred)**Skills*** Is 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, leveraging system generated lead lists, walk-ins, and professional contacts.* 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. It also includes deepening relationships with existing clients by offering additional products and services that meet their evolving needs.* Being attentive to client needs, resolving issues promptly, and ensuring a positive banking experience. Excellent client service helps build trust and encourages clients to continue banking with KeyBank.* 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.**Core Competencies*** All KeyBank employees are expected to demonstrate Key’s Values and abide by Key’s Code of Conduct.**Physical Demands*** 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.**Driving Requirements*** Ability to routinely and frequently operate a motor vehicle with a valid driver's license.**Work Location Category*** Branch#INDPBCOMPENSATION AND BENEFITSThis position is eligible to earn a base hourly rate in the range of $20.67 - $31.25 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation which may include production, commission, and/or discretionary incentives.Please click here for a list of benefits for which this position is eligible.Job Posting Expiration Date: 08/28/2026KeyCorp 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.
- J-18808-Ljbffr KeyCorp
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Personal Banker in New York, NY vacancy
$18.41 - $23.03 per hour
...At Provident Bank, we are committed to enhancing our customer and employees' experience. POSITION OVERVIEW: As a Personal Banker at Provident Bank, your primary role is to establish relationships with customers and prospective customers to understand, identify...SuggestedFull timeWork at officeLocal areaFlexible hoursProvident Bank
Weehawken, NJ5 days ago- ...initiatives, activities and programs. Report all significant matters, issues and unusual customer activity to Manager maintaining personal knowledge of compliance and regulatory requirements. Maintains knowledge and compliance with the Bank's Code of Conduct and all policies...Suggested
Valley Bank
Moonachie, NJ2 days ago - ...Personal Banker OceanFirst Bank is seeking a new Personal Banker at our New York City (3rd Ave) branch! Upon hire, all retail staff will participate in a 2-week personalized and interactive training experience. At OceanFirst Bank, each one of our employees plays...SuggestedWork at officeLocal areaFlexible hoursNight shift
OceanFirst Bank
New York, NY5 days ago $21 - $25 per hour
...Personal Banker Job Locations US-NJ-Lyndhurst Job ID 2026-3143 # of Openings 1 Type Full-Time Category Retail Banking Overview The Personal Banker is responsible for delivering exceptional service to both...SuggestedFull timeWork at officeAfternoon shiftKearny Bank
Lyndhurst, NJ5 days ago- ...Personal Banker Job Duties: Provides exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. Follows established policies in accordance with the bank and the supervisor's direction. Meets monthly new account...Suggested
TradeJobsWorkforce
New York, NY2 days ago - PERSONAL BANKER - ST. ALBANS, QUEENS Corporate Title: Personal Banker Department: Retail Banking Division Reports to: Branch Manager Company Overview In 1948, Carver Federal Savings Bank was founded in New York City to serve African- and Caribbean-American...3 days per week1 day per week
Carver Federal Savings Bank
Brooklyn, NY17 days ago $18.41 - $23.03 per hour
...Personal Banker - Weehawken (Full-time) How would you like to join one of the most highly regarded financial institutions in New Jersey with deep roots in the community? Provident is a successful and highly regarded multi-billion-dollar bank that continues to grow with...Full timeWork at officeFlexible hoursProvident Bank
Weehawken, NJ2 days ago$21.23 - $26.51 per hour
...committed to enhancing our customer and employees' experience. POSITION OVERVIEW: At Provident Bank, the Senior Personal Banker plays a key role in the Branch sales and service environment through building mutually beneficial and long-term customer relationships...Full timeWork at officeLocal areaFlexible hoursProvident Bank
Jersey City, NJ1 day ago$61.28k - $85.52k
A global financial services company is seeking an entry-level Personal Banker in New York, NY. This role focuses on assisting with sales and service activities while building relationships with clients. Key responsibilities include managing small business credit requests...$49.5k - $82.5k
PNC Financial Services Group, Inc. seeks a Bilingual Personal Banker in Leonia, NJ to enhance customer relationships and drive sales through proactive engagement. This role involves understanding customer needs, managing transactions, and ensuring adherence to policies...$61.28k - $85.52k
Citigroup Inc. is seeking a Personal Banker for their Maspeth, New York location. This entry-level position plays a key role in assisting with sales and customer service activities, aiming to build strong relationships with individual consumer clients. The ideal candidate...- Fifth Third Bank is seeking a Retail Personal Banker I in New York to engage with customers and meet their financial needs through consultative sales. The role includes onboarding training, maintaining customer relationships, and promoting bank products. Ideal candidates...
- PNC Financial Services Group, Inc. is seeking a Branch Banker in East Brunswick, New Jersey. In this role, you will be responsible for acquiring and deepening customer relationships through proactive sales and service activities, enhancing financial well-being while contributing...
- Citi is seeking a Personal Banker in New York, NY. This entry-level role involves assisting with sales, product service activities, and fostering customer relationships. Candidates should have up to 2 years of relevant experience, preferably with a background in banking...
- Citibank (Switzerland) AG is seeking a Personal Banker for the Fresh Meadows Branch in New York. This entry-level position focuses on relationship building with clients and sales activities, requiring proficiency in both English and Mandarin. The ideal candidate will help...
- Citi in New York is seeking a Personal Banker SAFE Act to join their team in an entry-level position. This role focuses on building customer loyalty and increasing sales through customer service initiatives. The successful candidate should have a Bachelor's degree or equivalent...
- * Acquires and deepens the branch customer base through a variety of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer...
- Dormont Manufacturing Co is seeking a Retail Personal Banker I to join our team and provide exceptional financial services. This position emphasizes using consultation skills to build customer profiles and identify financial needs. Candidates should have a college degree...Work experience placement
$19.71 per hour
...Looking for an employer that will inspire you and support your career in finance? Your search is over... WaFd Bank is hiring a Personal Banker. WaFd Bank has been a financial leader for over a century, and now serves consumers and business clients across nine Western states...Work at office$20 - $39.09 per hour
...Completes the S&T Sales process and customer focused conversation with each customer, document notes in the appropriate system for all bankers view in future interactions. Inputs loan applications using appropriate LOS software and coordinates loan document preparation....For contractorsWork at officeFlexible hours- A leading financial institution in New York seeks a Personal Banker for an entry-level position. The role involves assisting with sales activities, managing client relationships, and offering relevant products. Ideal candidates will have some experience in banking, retail...
- 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 financial goals...
$54.1k - $75.5k
Citi is hiring a Personal Banker SAFE Act in Riverside, California. This entry-level position focuses on assisting sales and service activities to build strong customer relations and increase individual client sales. Ideal candidates will have a Bachelor's degree and some...$61.28k - $85.52k
A leading financial services company seeks a Personal Banker SAFE Act in New York, NY. This entry-level position combines customer service and sales within a branch setting. Responsibilities include building relationships, executing sales goals, and providing clients with...- Ameris Bank is seeking a full-time Personal Banker located in Marietta, GA. This role involves working directly with customers to address their banking needs, including managing deposits and opening new accounts. The ideal candidate will possess strong customer service...Full time
$61.28k - $85.52k
Citi is seeking a Personal Banker SAFE Act at the Clinton Avenue Branch in New York. This entry-level position focuses on assisting in sales and service activities to foster customer relationships and boost sales. The successful candidate will need to demonstrate strong...- ...initiatives, activities and programs. Report all significant matters, issues and unusual customer activity to Manager maintaining personal knowledge of compliance and regulatory requirements. Maintains knowledge and compliance with the Bank's Code of Conduct and all policies...
$61.28k - $85.52k
Citi in New York is seeking an Entry Level Personal Banker SAFE Act to assist in executing sales and service activities. This role is vital for building customer loyalty and increasing sales among individual consumer clients. You will work collaboratively with the customer...$250k
The Personal Banker SAFE Act is an entry‑level position responsible for assisting in the execution of sales, products or service activities in coordination with the customer service team. The overall objective of this role is to foster relations with customers to build...Full time$61.28k - $85.52k
Citigroup Inc. is seeking an entry-level Personal Banker in Flushing, New York. This role is responsible for assisting in sales activities and building customer relations. Ideal candidates will have up to 2 years of experience in banking, retail, or sales, along with a...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Personal Banker. Be the first to apply!
Related searches
- private mortgage banker New York, NY
- personal banker New York, NY
- private banker New York, NY
- personal computer support technician New York, NY
- personal training manager New York, NY
- personal training part time New York, NY
- personal injury legal assistant New York, NY
- personal caregiver New York, NY
- personal security New York, NY
- personal loan specialist New York, NY