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General Information

Client
KeyBank TS
Job Category
Financial Services
City
Warsaw
State
Indiana
Work Style
Onsite

Job Description & Requirements

Be a problem solver, trusted advisor, and partner to individuals and businesses within KeyBank communities. The Personal Banker engages clients in meaningful conversations to uncover needs and deliver tailored solutions that support financial wellness, both in person and through proactive outreach. This role is client-first, sales-driven, and relationship-focused, requiring strong teamwork, communication polish, and confidence.

This position is eligible to earn a base hourly rate ranging from $20.19 to $30.77 per hour, with placement based on factors such as skills, experience, and geographic location. Incentive compensation is also available based on individual and company performance.

Primary Responsibilities

  • Deliver a strong client experience by being present, engaged, and attentive with every client and teammate.

  • Identify financial wellness opportunities through in-person and phone conversations and provide customized recommendations.

  • Consistently meet individual activity, behavior, and performance goals.

  • Open personal and business accounts, including consumer checking, small business accounts, deposit products, home equity, unsecured lending, and certificates of deposit.

  • Develop partnerships with branch teammates and line-of-business partners to attract new clients and deepen existing relationships.

  • Ensure compliance with operational, risk, security, and audit policies, including proper documentation of client interactions.

  • Support branch operations, including assisting with teller transactions as needed.

  • Participate in and occasionally facilitate morning huddles and end-of-day debriefs.

  • Work on Saturdays as directed by management.

  • Perform additional duties as assigned, with responsibilities subject to change.

  • Comply with all KeyBank policies, procedures, and ethical standards while acting in the best interest of clients and the company.

Required Experience

  • Minimum of 1 year of experience developing customer relationships, achieving sales goals, and building referral sources.

  • Strong sales experience (financial services experience is not required).

  • Understanding of consumer credit, including loan-to-value ratios, debt-to-income ratios, and credit reports.

  • Foundational knowledge of sales and service techniques such as tele-consulting, prospecting, outside calling, and networking.

  • Demonstrated experience influencing business partners and leveraging centers of influence.

  • Working knowledge of PCs, including Microsoft Windows and Office applications.

  • Working knowledge of digital technology, including mobile apps and web-based platforms, with the ability to educate clients on digital banking tools.

Required Education

  • High School Diploma, GED, or equivalent business experience (required), or

  • Bachelor’s Degree (preferred)

Work Environment / Working Conditions

  • Branch-based role.

  • Prolonged standing for 5–8 hours per day.

  • Frequent use of hands for grasping and manipulating objects.

  • Frequent forward reaching and occasional bending.

  • Frequent lifting of 1–10 lbs. and occasional lifting of up to 30 lbs.

  • Ability to communicate effectively face-to-face and over the phone.

  • Ability to routinely and frequently operate a motor vehicle with a valid driver’s license.

About the Company

KeyBank is committed to helping clients move forward in their financial journeys by providing trusted guidance, personalized solutions, and exceptional service. The company takes pride in serving its communities and fostering an inclusive culture where employees act with integrity, professionalism, and dedication to clients’ best interests.

KeyCorp is an Equal Opportunity Employer and considers all qualified applicants without regard to protected characteristics. Reasonable accommodations are available for individuals with disabilities or disabled veterans during the application process.