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General Information

Client
KeyBank TS
Job Category
Financial Services
City
Indianapolis, IN
State
Indiana
Work Style
Onsite

Job Description & Requirements

Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. Personal Bankers engage clients in deeper conversations to uncover needs and provide guidance and solutions to assist in clients' 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.

Primary Responsibilities

  • Embody a strong client experience culture by being present with every client and teammate and recognizing the impact on their day, personally, professionally, and financially.

  • Listen for clues for financial wellness opportunities during client conversations and provide effective, customized financial wellness recommendations.

  • Consistently attain individual activity, behavior, and outcome expectations.

  • Open personal and business accounts (e.g., consumer checking, small business, deposit products, home equity, unsecured lending, certificates of deposit).

  • Develop strong partnerships with branch teammates and line-of-business partners, focusing on client acquisition and relationship deepening.

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

  • Support branch operations, including assisting with client transactions on the Teller line as needed.

Required Experience

  • Proven experience in a client-focused, sales-driven role

  • Demonstrated success in achieving individual goals and building client relationships

Work Environment

  • Support of branch operations may include working on the Teller line as needed

About the Company

KeyBank is committed to helping clients move forward in their financial journey. The company places high value on client experience, integrity, and working hard to ensure clients feel confident and well-served. As a trusted financial institution, KeyBank prioritizes forming meaningful relationships with clients and delivering personalized financial solutions.