personal banker

City National Bank & Trust

<p></p><div><div>City National Bank and Trust</div><div>
Job Description: Personal Banker</div><div>
Department: Retail</div><div><div>
Status: Full time</div><div>
Equal Opportunity Employer</div></div><div></div><div><b><br>
Description: </b>The Personal Banker is the entry-level role in City National Bank's personal banking career path. This role focuses on developing foundational knowledge and skills for personal banking while delivering exceptional customer service in alignment with our core values of Integrity, Teamwork, and WOW Customer Experience. During the Entry Level period, Personal Bankers undergo training and development, with specific performance requirements to transition to full Personal Banker status. Personal Bankers are responsible for growing the customer base, meeting sales goals, and fostering positive experiences for all who engage with City National Bank.</div><div></div><div><b><br>
Responsibilities:</b></div><ul><li>
Successfully complete the Personal Banker Training Checklist, including all assigned learning modules and skill assessments.</li><li>
Develop and expand customer growth through daily prospecting and follow-up activities.</li><li>
Provide WOW customer experiences in all interactions, maintaining standard operating procedures and compliance with all bank policies.</li><li>
Effectively cross-sell and market bank products and services to customers and prospects.</li><li>
Protect customer confidentiality and privacy while practicing branch security procedures.</li><li>
Participate in daily branch operations, gaining proficiency in various areas of personal banking.</li><li>
Actively log customer interactions and follow-ups into Synapsys with detailed notes.</li><li>
Embody CNB&rsquo;s values by prioritizing Integrity, fostering Teamwork, and creating WOW moments for customers and colleagues.</li></ul><div></div><div><b><br>
Qualifications:</b></div><ul><li>
Required: One year of previous related experience in sales, customer service, cash handling, bank or financial service provider or college hours. Military experience considered, veterans welcomed, bilingual is a plus.</li><li>
Proficiency with Microsoft products, general computer skills, and basic math skills.</li><li>
Ability to work flexible or extended hours with consistent attendance and punctuality.</li><li>
Strong customer service focus with effective problem-solving skills and the ability to maintain composure under pressure.</li><li>
Self-motivated, goal-oriented, and a team player with strong interpersonal and sales aptitude.</li></ul><div></div><div><b><br>
Education and Experience:</b></div><ul><li>
High School diploma or equivalent</li><li>
Demonstrate alignment with City National Bank&rsquo;s values and vision.</li></ul><div></div><div><b><br>
Physical Requirements: </b>The physical demands described here are representative of those that must be met by an employee to successfully perform the essential function of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.</div><br>
<div></div><ul><li>
Constant use of computer screens with the ability to operate a computer keyboard, use hands to finger, handle or feel, reach with hands and arms, and talk, see, or hear.</li><li>
Ability to lift/carry no more than 20lbs.</li><li>
Ability to stand for the majority of the assigned work schedule.</li><li>
Clear verbal communication and close vision with the ability to adjust focus.</li></ul><div></div><p><b><br>
Other Duties: </b>This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities. Duties, responsibilities, and activities may change at any time with or without notice.</p></div><p></p>

Personal Banker

Academy Bank

<div><p><b>Summary</b></p>
<p>
Personal Bankers are enthusiastic/self-motivated individuals with proven success at delivering solutions that help our clients achieve financial freedom and peace of mind. Personal Bankers achieve this vision by building professional relationships with existing and potential clients to understand their financial needs, to deliver valuable products and services to meet those needs and to complete the account opening process accurately. Successful Personal Bankers are enthusiastic about delivering an excellent client experience; understanding and promoting bank products and services to individuals and companies; conducting accurate banking transactions in a fast-paced environment and working with a team to achieve individual and group goals.</p>
<p><b>
Responsibilities</b></p>
<ul>
<li>Provides &quot;fast, easy, and personal&quot; consistent with Company client service standards, including by resolving problems, building relationships, handling special requests, greeting clients in a friendly manner that makes them feel welcome to Academy Bank, and taking ownership in all situations ensuring follow through and a timely resolution.</li>
<li>Promotes consumer/small business banking products and services to clients and prospects using direct sales techniques in and around the assigned banking center, that include handing out product brochures, engaging potential clients in conversations about banking needs, and speaking with knowledge and positivity about the bank's products and services.
</li><li>Achieves specific sales goals on a daily, monthly, quarterly and annual basis.
</li><li>Develops and maintains relationships with business partners to maximize opportunities and to achieve sales standards. Provides a broad base of financial services with the goal of earning 100% of the client's business.
</li><li>Opens checking and savings accounts, processes client transactions, and recommends other bank products, including credit cards and loans.</li>
<li>Actively demonstrates digital expertise by using our digital platforms and educating clients and associates about our digital banking platforms. This includes, but is not limited to, online banking and bill pay/external transfers, mobile banking app to include text alerts and mobile deposits, usage of smart ATM/ITM's, usage of chat box, and all other self-service channels.
</li><li>Works closely with clients and business partners to refer products and services to other business lines.</li>
<li>Educates and provides clients with other banking services; resolves client concerns and issues efficiently and effectively.</li>
<li>Ethically conducts operational tasks related to protecting client and bank assets related to regulatory compliance, including properly documenting account opening, accounting for cash and negotiable instruments under dual control, accurately completing logs and other records to document proper procedures, obtaining and ensuring the accuracy of all regulatory and procedural documentation.
</li><li>Protects all client information and bank trade secrets and business records as confidential, and follows all company policies for communication with clients, vendors, and associates.
</li><li>When delegated by Banking Center Manager, implements all banking center operations procedures, including accurate maintenance of cash supplies, timely auditing, accurate documentation of banking transactions, compliance requirements, and acts with overall operational integrity.</li>
<li>Maintains current knowledge and consistent compliance with regulations and bank policies and procedures related to the position, including but not limited to Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC) requirements; Associate Handbook policies; and Operations, Audit, and Security policies, through regular and thorough training.
</li><li>Protect all client and bank information confidentially and follow all company policies.</li>
<li>Understand, communicate, and instill the Company's mission, vision, and values (Pillars of Success).</li>
<li>Complete monthly training in a timely manner to ensure knowledge of bank regulatory requirements, policies, and procedures.</li>
<li>Working at the worksite during regular business hours and/or assigned hours.</li>
<li>Other specified duties as assigned.
</li></ul><div><p><b>Compensation &amp; Benefits
</b></p><p>The Personal Banker position pays a minimum of $18.50 per hour. This position is eligible for additional incentive compensation monthly, based on achievement of established incentive goals.
</p><p>Full‐time associates are eligible for our benefits package:</p>
<ul>
<li>Medical</li>
<li>Dental</li>
<li>Vision</li>
<li>401(k) plan</li>
<li>Company paid life insurance</li>
<li>Short and Long-term disability insurance
</li><li>Company paid vacation, paid leave and holidays</li>
</ul>
<p>This position will remain open until a qualified applicant is hired.</p></div></div>

BOK Financial

<div><div>Req ID: 77711</div>
<div>Location: Tulsa -TUL</div>
<div>Areas of Interest: Consumer Banking</div>
<div>Pay Transparency Salary Range: Not Available</div>
<div>Application Deadline: 04/01/2026</div>
<div>BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial&reg;.</div>
<div><div><div><h2 class="jobSectionHeader">
Bonus Type</h2>
</div><div><div>Formula Based</div></div></div><div><div><h2 class="jobSectionHeader">
Summary</h2>
</div><div><div>
Are you ready to make a real difference? At BOK Financial, we&rsquo;re passionate about supporting our clients and each other. Join us as a Bilingual Personal Banker and kickstart your career with our industry-leading Banking Navigator program&mdash;a 9-week training program designed to equip you with the skills, knowledge, and confidence to excel.</div>
<div>
In our 9-week Banking Navigator training program you&rsquo;ll receive hands-on guidance from a dedicated success team. This comprehensive program includes virtual facilitation, self-paced eLearning, on-the-job training, and skill application exercises. Upon graduation, you&rsquo;ll be fully prepared to thrive as a Personal Banker&mdash;knowledgeable, confident, and committed to delivering best-in-class service. Start your path to becoming a Personal Banker and help drive long-term growth at BOK Financial. Your banking career begins here!</div>
<div>
Please note: Your initial training schedule may differ from your regular hours, and you may train at a different location before being permanently assigned to your branch.</div></div></div><div><div><h2 class="jobSectionHeader">
Job Description</h2>
</div><div><p>
The Bilingual Personal Banker provides the best client experience possible for BOKF&rsquo;s clients. They are empowered and responsible for providing a superior experience on every interaction in a manner that builds a permanently engaged client. Interactions include providing answers or solutions on account activity, teller transactions, digital banking products, debit cards and a variety of other products or processes. The Bilingual Personal Banker will be able to effectively and efficiently handle client interactions and exceed client expectations. In addition, they will provide a level of support that makes clients feel assured that their needs have been completely and accurately resolved. The Bilingual Personal Banker may interact with clients in a variety of ways including in person, via phone and may utilize chat, email or other digital communication channels.
</p><p>During your first nine weeks of employment, you will participate in a comprehensive training program. Please note that the training schedule may differ from your regular work schedule, and you may be required to train at a different location before being permanently assigned to a branch.</p></div></div><p></p><div><div><h2 class="jobSectionHeader"><br>
Team Culture</h2>
</div><div><p>
We&rsquo;re passionate about what we do and it shows. Working with our peers across the bank to help our clients achieve their financial goals is rewarding.</p>
<p>We&rsquo;ve created a fun, safe space for you to brainstorm, ask questions, and find solutions. Everyone is encouraged to share their ideas for positive change, no matter what role or level.</p>
<p>We support and lift one another up and help each other become better. Recognition, integrity and the desire to help others are our winning combination.</p>
</div></div><div><div><h2 class="jobSectionHeader">
How You'll Spend Your Time</h2>
</div><div><ul><li>You will be responsible for delivering exceptional client experience to build, expand, and retain long-term client relationships. While providing consultative conversations to existing and prospective clients you will assess their financial needs and offer bank products and services to help clients accomplish their financial goals.
</li><li>You will open a full range of retail products, including loan products, for new and existing clients by making recommendations during routine banking center service and teller transactions.</li>
<li>You will educate new and existing clients about bank services that provide additional convenience such as online banking, Bill Pay, E-Statements, and mobile and ATM deposit capabilities.
</li><li>You will resolve a variety of simple to moderate client problems while ensuring the highest level of client experience and satisfaction.
</li><li>You will provide a variety of teller transactions for clients (i.e., cashes checks, processes checking and savings account withdrawals and balances within standards, etc.) while seeking opportunities to deepen client relationships and identify opportunities to help clients meet their financial goals.</li>
<li>You will comply with internal control, audit, security, and compliance policies and procedures and laws and regulations.</li>
<li>You will participate in professional development through training, engaging in self-improvement initiatives and skill-building activities to enhance product knowledge, systems knowledge, sales, and client relations skills. This will also be accomplished by actively participating in coaching and feedback sessions by setting goals and achieving results.
</li></ul></div></div><div><div><h2 class="jobSectionHeader">Education &amp; Experience Requirements</h2>
</div><div><p>
This level of knowledge is normally acquired through completion of high school diploma or equivalent and a minimum of 1+ years of sales or customer service experience; a college degree is a plus or equivalent combination of education and experience.</p>
<ul><li>Working knowledge of consumer financial products and services</li>
<li>Working knowledge of banking, retail sales operations and/or contact center operations including phone, email and chat support
</li><li>Excellent verbal communication skills; effectively and courteously providing customer information, resolving issues and building relationships to gain information by asking appropriate questions</li>
<li>Excellent written communication skills demonstrated by professional etiquette, proper grammar and punctuation</li>
<li>Problem-solving and conflict resolution skills</li>
<li>Ability to follow established standards and use judgment to determine when appropriate to escalate
</li><li>Strong basic math skills (addition, subtraction, multiplication, division) in order to reconcile accounts
</li><li>Working PC application skills including word processing and spreadsheet packages and the ability to learn to use various internal company systems</li>
<li>Ability to complete multiple tasks at a time</li>
<li>Excellent interpersonal skills including sales and client relations skills, both in-person and via telephone</li>
<li>Detail oriented, high degree of accuracy</li>
<li>Ability to work in a fast-paced environment &amp; under pressure, as needed</li>
<li>Candidate must meet minimum language requirements in designated second language.</li>
</ul></div></div><div><div><h2 class="jobSectionHeader"><b>Advertising Source</b></h2>
</div></div></div><div></div><div>
BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career!<br>
Apply today and take the first step towards your next career opportunity!<br>
<br>
The companies in BOK Financial Corporation Group are equal opportunity employers. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, pregnancy status, sexual orientation, genetic information or veteran status.</div>
<div>Please contact recruiting_coordinators@bokf.com with any questions.</div></div>

Bilingual Personal Banker

CIBC

<div><div>We&rsquo;re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what&rsquo;s right for our clients.</div><div></div><div>
At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.</div><div></div><div>
To learn more about CIBC, please visit <div>CIBC.com</div></div><div></div><div>
What you'll be doing</div><div></div><div>
As a member of the Personal and Business Banking team, you&rsquo;ll work in a fast-paced Banking Center where you&rsquo;ll make a meaningful difference in our clients&rsquo; lives. As a Personal Banker, you&rsquo;ll foster key relationships with clients, understand their financial and personal goals, provide informative and tailored service, and recommend the right products and solutions that will help their financial success. You&rsquo;re flexible to work from Monday to Friday 8:30am- 5:00pm CT.</div><div></div><div><i>
At CIBC we enable the work environment most optimal for you to thrive in your role to successfully perform the work, you will be on-site full-time.</i></div><div></div><div>
How you'll succeed</div><ul><li><div>
Client engagement - Meet with clients to understand their personal and business priorities, advise them on solutions, and provide a forward-looking financial plan. Use your knowledge of cash management, credit, investment and wealth protection to help clients meet their goals.</div></li><li><div>
Relationship building - Engage in marketing and outreach activities to show clients you value them and their communities. Grow your network, deepen existing relationships, and work as one team to ensure clients are connected to the right people and opportunities.</div></li><li><div>
Leveraging technology - Become a technology expert. Share your knowledge by introducing clients to our mobile banking applications, helping them to better manage their banking needs.</div></li></ul><div></div><div>
Who you are</div><ul><li><div>
You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it&rsquo;s the right thing to do.</div></li><li><div>
You have cash handling and banking experience. You have experience working as a teller or in a similar role where you handled cash transactions, balanced tills, and provided exceptional client service. You&rsquo;re comfortable managing cash flow, processing deposits and withdrawals, and ensuring accuracy in all financial transactions.</div></li><li><div>
You&rsquo;re goal oriented. You&rsquo;re motivated by accomplishing your goals and delivering your best to make a difference.</div></li><li><div>
You know that details matter. You notice things that others don't. Your critical thinking skills help to inform your decision making.</div></li><li><div>
You&rsquo;re passionate about people. You find meaning in relationships, and surround yourself with a diverse network of partners. You build trust through respect and authenticity.</div></li><li><div>
You love to learn. You&rsquo;re passionate about growing your knowledge, and you know that there is no limit to what you can achieve.</div></li><li><div>
You can demonstrate 1 year experience in working with clients and achieving sales results. It&rsquo;s an asset if you have prior banking experience in a similar capacity.</div></li><li><div>
Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.</div></li></ul><div></div><ul><li><i>Subject to plan and program terms and conditions</i></li></ul><div></div><div><div>
California residents &mdash; your privacy rights regarding your actual or prospective employment</div></div><div></div><div>
At CIBC, we offer a competitive total rewards package. This role has an expected salary range of $52,000 - $55,000 for the St. Louis, MO market based on experience, qualifications, and location of the position. The successful candidate may be eligible to participate in the relevant business unit&rsquo;s incentive compensation plan, which also may include a discretionary bonus component. CIBC offers a full range of benefits and programs to meet our employee&rsquo;s needs; including Medical, Dental, Vision, Health Savings Account, Life Insurance, Disability, and Other Insurance Plans, Paid Time Off (including Sick Leave, Parental Leave, and Vacation), Holidays, and 401(k), in addition to other special perks reserved for our team members.</div><div></div><div>
Candidates hired to work in other locations will be subject to the pay range associated with that location. Additional total compensation and benefits details will be provided during the hiring process.</div><div></div><div>
#LI-TA</div><div></div><div>
What CIBC Offers</div><div></div><div>
At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.</div><ul><li><div>
We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.</div></li><li><div>
Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.</div></li><li><div>
We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.</div></li></ul><div></div><ul><li>Subject to plan and program terms and conditions</li></ul><div></div><div>
What you need to know</div><ul><li><div>
CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact <div>Mailbox.careers-carrieres@cibc.com</div></div></li><li><div>
You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.</div></li><li><div>
We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.</div></li></ul><div></div><div>
Job Location</div>
MO-1401 South Brentwood Blvd.<div></div><div>
Employment Type</div>
Regular<div></div><div>
Weekly Hours</div>
40<div></div><div>
Skills</div>
Client Service, Customer Experience (CX), Digital Literacy, Financial Products, Goal Planning, Group Problem Solving, Outbound Calls, Regulatory Requirements, Results-Oriented</div>

Frost

<div></div><div><p><b><i>It&rsquo;s about interactions more than transactions.
</i></b></p><p></p><p>Do you love serving others and being a helpful hand regardless of the issue? Do people often tell you that you brought them joy just by being you? Are you known for your ability to adapt in everchanging fast paced environments?</p><p></p><p>
At Frost, it&rsquo;s about more than a job. It&rsquo;s about having a flourishing career where you can thrive, both in and out of work. At Frost, we&rsquo;re committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you&rsquo;ll become part of Frost&rsquo;s over 150-year legacy of providing unparalleled banking services.</p><p></p><p><b>
Who you are:
</b></p><p>As a <b>Personal Banker I</b>, you are the first point of contact for many of our customers, and you set the standard for what it means to bank with us. Our personal bankers believe in trust, integrity, and building relationships with our customers, who span generations. They&rsquo;re empathetic problem-solvers who consistently deliver <i>our </i>kind of banking experience&mdash;the kind that makes people <i>want </i>to stop by the bank and say hello.</p><p></p><p><b>
What you&rsquo;ll do:</b></p><ul><li><p>
Responsible for providing coverage in both personal banking and teller services while meeting consumer banking performance standards</p></li><li><p>
Educate and advise customers on deposits, loans and provide support for any service or account maintenance issues</p></li><li><p>
You stand firm in integrity and want to do what is right for each customer. You are able to use good judgement in every situation, in the moment</p></li><li><p>
Provide teller services, including deposits, payments, and check cashing in compliance with established bank policies and procedures</p></li><li><p>
Maintain proper cash on hand and prepare daily settlement of teller cash and proof transactions</p></li><li><p>
Manage risk while actively practicing loss prevention</p></li><li><p>
Attend both teller and personal banking training to stay current with information and remain familiar with applicable policies, laws, regulations, and Bank Secrecy Act policies</p></li><li><p>
Develop relationships with clients. Desire to be their point of contact &ndash; they know your name and you know theirs</p></li><li><p>
Provide advice and guidance and help people along their financial journey</p></li><li><p>
Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes</p></li></ul><p></p><p><b>
What you&rsquo;ll need</b>:</p><ul><li><p>
Required Availability: Monday&ndash;Friday, 7:45am&ndash;6:15pm with Rotating Saturdays, 8:45am&ndash;1:15pm</p></li><li><p>
Exceptional customer service skills</p></li><li><p>
Proficiency in Microsoft applications</p></li><li><p>
Excellent written and verbal communication skills</p></li></ul><p></p><p><b>
Additional Preferred Skills:</b></p><ul><li><p>
Cash-handling experience</p></li><li><p>
College hours</p></li><li><p>
Experience in dealing with fraud, protecting customers&rsquo; money, and build trust so clients feel comfortable and safe</p></li></ul><p></p><p><b>
Frost Benefits:</b></p><p>
At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes:</p><ul><li><p>
Medical, dental, vision, long-term disability, and life insurance</p></li><li><p>
401(k) matching</p></li><li><p>
Generous holiday and paid time off schedule</p></li><li><p>
Tuition reimbursement</p></li><li><p>
Extensive health and wellness programs, including our Employee Assistance Program</p></li><li><p>
Referral bonus program + more!</p></li></ul><p></p><p>
Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it&rsquo;s about being part of something bigger. If this sounds like you, we encourage you to apply and see what&rsquo;s possible at Frost.</p></div>

PERSONAL BANKER I

KeyBank

<b>Location:</b><br>
110 Washington Avenue - North Haven, Connecticut 06473
<br><br>
Job Summary
<br>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.
<br><br>
Essential FunctionsEmbodies 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.
<br>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.
<br>Consistently attains individual activity, behavior, and outcome goals and expectations.
<br>Opening personal and business accounts (consumer checking, small business, various deposit products, home equity, unsecured lending, certificates of deposit, etc.).
<br>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.
<br>Ensuring compliance with operational, risk, security and audit procedures and policies including appropriate documentation of client interactions.
<br>Support of branch operations including assisting with client transactions on the Teller line as needed.
<br>Participate in and occasionally facilitate in-person morning huddles and end of day debriefs.
<br>Work on Saturdays as directed by management.
<br>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
<br>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.
<br><br>
EducationHigh School Diploma , GED or equivalent business experience (required) or
<br>Bachelor's Degree (preferred)
<br><br>
Work Experience1+ 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)
<br>Understanding of consumer credit - including loan to value, debt to income and credit reports. (required)
<br>Foundational knowledge of sales and service techniques with clients, including tele-consulting, outside calling, prospecting, and networking. (required)
<br>Comfortable interacting with small business clients, overcoming objection, and asking fact-finding questions with the goal of being helpful. (preferred)
<br>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)
<br>Working knowledge of PCs (MS Windows and Office Products including Word, Excel, etc.). (required)
<br>Working knowledge of digital technology (mobile, apps, web-based browsing) and ability to educate clients on digital platforms and capabilities within Key (required)
<br><br>
Licenses and CertificationsNotary License (preferred)
<br><br>
SkillsIs knowledgeable about the client’s accounts and business with the bank and uses sound judgment with clients and transactions.
<br>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.
<br>Strong work ethic and high level of integrity.
<br>Excellent time management skills.
<br>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.
<br>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.
<br>Ability to evaluate financial information to understand clients' financial health, identify investment opportunities, and recommend strategies.
<br>Understanding and managing risks associated with banking operations and client transactions.
<br>Strong verbal and non-verbal communication skills to understand clients' needs and recommend appropriate banking products and services.
<br>Accurate and efficient handling of cash transactions.
<br><br>
Core CompetenciesAll KeyBank employees are expected to demonstrate Key’s Values and abide by Key’s Code of Conduct.
<br><br>
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.
<br><br>
Driving RequirementsAbility to routinely and frequently operate a motor vehicle with a valid driver's license.
<br><br>
Work Location Category
<br>Branch
<br><br>
COMPENSATION AND BENEFITS
<br>This 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.
<br>Please click here for a list of benefits for which this position is eligible.
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<b>Job Posting Expiration Date:</b> 05/31/2026
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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.
<br>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 HR_Compliance@keybank.com.

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