WorkMyWay

The Personal Banker serves as a problem solver, trusted advisor, and partner to clients and businesses in the KeyBank community. This role engages clients through in-person and proactive calling efforts, uncovering needs and providing tailored financial wellness solutions. The position is sales-driven and client-focused, requiring strong teamwork, communication, and relationship-building skills. Compensation includes a base hourly rate of $20.19 to $30.77, depending on experience and location, plus short-term incentive compensation based on individual and company performance.

Primary Responsibilities

• Deliver a strong client experience by actively engaging with clients and teammates.
• Uncover financial wellness opportunities during conversations and provide tailored solutions.
• Open personal and business accounts, including checking, savings, loans, and CDs.
• Build strong partnerships with teammates and business partners to acquire and deepen client relationships.
• Ensure compliance with risk, security, and audit policies while documenting client interactions.
• Support branch operations and assist with teller transactions as needed.
• Participate in team huddles and debriefs, contributing to a collaborative branch environment.

Required Experience

• Minimum 1 year in sales or customer relationship development, with proven ability to achieve goals.
• Knowledge of consumer credit, including loan-to-value, debt-to-income, and credit reports.
• Familiarity with sales and service techniques, including tele-consulting, networking, and prospecting.
• Experience influencing business partners and leveraging centers of influence.
• Proficiency with PCs (MS Office) and digital banking technology.
• Comfortable working with small business clients; overcoming objections and fact-finding (preferred).
• Notary license (preferred).

Required Education

• High School Diploma, GED, or equivalent business experience (required).
• Bachelor’s Degree (preferred).

Work Environment / Working Conditions

• Prolonged standing (5–8 hours daily), frequent hand use, face-to-face and phone communication with clients.
• Occasional bending and lifting (up to 30 lbs.); frequent lifting of smaller items (1–10 lbs.).
• Must be able to operate a motor vehicle routinely with a valid driver’s license.

Location of this Position

• 53 S Main St, Liberty, New York 12754

About the Company
At KeyBank, helping clients move forward in their financial journey is both an opportunity and a privilege. The company emphasizes building client confidence through personalized financial solutions while fostering a culture of teamwork, integrity, and client-first service.