Personal Bankers

At Key, we believe our clients should understand the basics of personal finance, and as a bank, we have a responsibility to be there to assist them. Our Personal Bankers play a central role in our efforts to help clients understand where they are on their financial journeys and where they want to be. We give them the guidance and tools they need to get there.

We have a state-of-the-art digital financial wellness platform that enables Bankers to guide clients step by step through their current financial situation and arms the employee with recommendations that illustrate a tangible financial plan for the client. You don’t have to be a finance expert to be good at this job; we provide you with the tools to succeed. You need to be passionate about helping people improve their financial outlooks and be unafraid of asking personal finance questions and guiding clients toward allowing you to help them.

If you have a desire to help others and are competitive about meeting and exceeding goals, this could be a great role for you. Serving as primary sales and service contacts for new and existing clients, Personal Bankers are responsible for acquiring new consumer and small business clients and expanding relationships with existing clients. There is a great deal of exposure to product and banking knowledge through training and line of business partnership opportunities in this role. At Key, we reward results and encourage our bankers to grow and expand within the bank.

Core Competencies

• Foundational knowledge in business development and service techniques
• Confidence in engaging in sales conversations, overcoming objectives, prospecting, networking, and outside calling
• Experience in building a referral pipeline
• Strong customer service and communication skills
• Ability to build rapport and collaborate with business partners