Personal Banker-Glenville
Company: KeyBank
Location: Schenectady
Posted on: January 14, 2021
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Job Description:
Financial Wellness education is a big opportunity in our
communities. In response to that need, Key's branches have become
more advice centered. We equip our Bankers with a state-of-the-art
digital tool that empowers them to have deeper conversations with
clients. This tool allows us to deliver expert advice to our
clients and gets them thinking about important questions related to
their finances.The financial wellness platform does the heavy
lifting in these conversations. You don't have to be a financial
expert to be a successful Personal Banker, you just need to have a
strong desire to help people make better financial choices and be
good at starting conversations, quickly building a rapport, and
asking deeper questions. You really need to love the sales process,
providing solutions to clients' needs, and the excitement of
achieving sales goals to be successful in this role.You'll work
with the public. Empathy and a willingness to treat our clients
like you would a family member is critical. Everyone is at a
different place on their financial journey and we are here to help
them in any way we can.What You'll Get from This Opportunity:Our
total incentive compensation plan is highly competitive (salary +
generous bonuses for high performers).Generous and unique benefits
- 401(k) matching (dollar-for-dollar up to 6%), generous PTO,
fitness and tuition reimbursement, and so much more.You are exposed
to many areas of expertise in this role (Mortgage Loan Officers,
Financial Advisors, Branch Managers, etc.) and will uncover
multiple avenues for career growth and development (we support
becoming licensed or following the many other career paths within
the bank).Paid job training and access to a library of specialized
professional development and training courses.Access to a formal
enterprise mentoring program.There is a lot of daily variety in
this role.Essential Job Functions:Solution-based sales, delivering
exceptional client service in every interaction.Providing clients
with ease, value and expertise by taking them through financial
wellness reviews and answering any questions they might
have.Developing strong partnerships with line of business partners
- focusing on client acquisition and deepening the relationship of
current clients; effectively managing internal and external centers
of influence.Calling on a book of business, setting appointments,
following up on referrals, and going out into the field to obtain
new business.Opening personal and business accounts (consumer
checking, small business, various deposit products, home equity,
unsecured lending, certificates of deposit, etc.).Sometimes
supporting branch operations such as assisting with client
transactions on the Teller line and maintaining documentation on
interactions with clients.Ensuring compliance with operational,
risk, security and audit procedures and policies including
appropriate documentation of client interactions.All Branch team
members are expected to act professionally at all times, conduct
business ethically, avoid conflicts of interest and act in the best
interest our clients and Key. Required Qualifications:High School
Diploma, GED or equivalent experience (undergraduate degree
preferred).1 year of 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 natural relationship builders who are great at sparking
conversations.The ideal Personal Banker is sales-driven,
self-motivated, and competitive. The best bankers always know their
numbers and find ways to drive towards success.Interpersonal
interaction skills and an ability to build rapport in matter of
minutes is vital.Foundational knowledge of sales and service
techniques with consumers and small businesses, including
tele-consulting, outside calling, prospecting and networking.
Comfort going out on business calls, overcoming objection, and
asking fact-finding questions with the goal of being helpful.A keen
ability to manage your time and own your day - balancing serving
clients and growing your book of business.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.Proven customer service and
communication skills and ability to work in a small team
environment.Working knowledge of PCs (MS Windows and Office
Products including Word, Excel, etc.).Ability to work branch hours,
typically includes Saturday mornings.Must have access to reliable
transportation to facilitate travel outside of the branches,
including outside sales calls.Physical Requirements: Frequent
mobility (5-8 hours) in an office setting, ability to communicate
face to face and on the phone with clients, frequent use of hands
to manipulate/grasp objects, occasional bending and lifting from
floor height, frequent lifting of 1 - 10 lbs., occasional lifting
of up to 30 lbs.What It's Like to Work with Us:When we say our
branches are like families, we mean it. Our branches are typically
small, tight-knit teams that support one another and help each
other grow. At Key we pride ourselves on being a highly
collaborative culture that wins by sharing, networking, and
supporting fellow team members. We also extend that welcoming
culture to the clients we serve. We are seeing longer client
tenure, higher savings growth and higher satisfaction scores from
clients who have gone through financial wellness reviews. Our
branch client impact stories are inspiring. We are developing
emotional connections with clients by helping them on their path to
smarter finances. Come join us, we truly do work that matters.Key's
application process for Personal Banker position(s) require that
you complete our Skill Match Survey. The Skill Match Survey can be
taken via computer or mobile device and will take 20-30 minutes to
complete. This will help us to learn more about you and determine
if we are a good match. In addition, following the completion of
the survey, we'll provide you with feedback on your top impact
skill. After completing the application, you will be prompted to
take the Skill Match Survey.FLSA STATUS:Non-ExemptKeyCorp is an
Equal Opportunity and Affirmative Action Employer committed to
engaging a diverse workforce and 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, disability, or veteran
status.
Keywords: KeyBank, Schenectady , Personal Banker-Glenville, Accounting, Auditing , Schenectady, New York
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