Personal Banker
KeyBank, Bainbridge, OH, United States
KeyBank, headquartered in Cleveland, Ohio, is one of the largest financial services companies in the United States. Dedicated to helping clients achieve financial wellness, KeyBank provides a full range of investment management, retail and commercial banking, consumer finance, and investment banking products to individuals and businesses. KeyBank fosters an inclusive culture and is committed to diversity, offering equal opportunities to all qualified applicants. As a trusted financial partner, KeyBank prides itself on doing the right thing for its clients and communities.
Role Description The Personal Banker role at KeyBank is a full-time, on-site position located in Bainbridge, OH. In this role, you will deliver personalized financial solutions by engaging with clients through assessing their financial goals, recommending appropriate banking products, and educating them on financial wellness. Day-to-day responsibilities include opening new accounts, managing client relationships, conducting transactions, and providing exceptional customer service. Additionally, you will identify opportunities to drive revenue growth through cross‑selling and referrals while ensuring compliance with banking regulations and company policies.
Qualifications
Strong sales and customer service skills, with a passion for helping clients achieve their financial goals
Knowledge of banking products and services, with the ability to cross‑sell effectively
Proficient communication and interpersonal skills, capable of building lasting client relationships
Ability to problem‑solve and manage complex queries in a professional and efficient manner
Experience in financial services, retail banking, or a related customer‑facing role is a plus
Basic computer and technology proficiency for using banking systems and tools
Bachelor’s degree in Finance, Business, or a related field preferred
Commitment to adherence with banking regulations, ethical practices, and a customer‑first approach
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Role Description The Personal Banker role at KeyBank is a full-time, on-site position located in Bainbridge, OH. In this role, you will deliver personalized financial solutions by engaging with clients through assessing their financial goals, recommending appropriate banking products, and educating them on financial wellness. Day-to-day responsibilities include opening new accounts, managing client relationships, conducting transactions, and providing exceptional customer service. Additionally, you will identify opportunities to drive revenue growth through cross‑selling and referrals while ensuring compliance with banking regulations and company policies.
Qualifications
Strong sales and customer service skills, with a passion for helping clients achieve their financial goals
Knowledge of banking products and services, with the ability to cross‑sell effectively
Proficient communication and interpersonal skills, capable of building lasting client relationships
Ability to problem‑solve and manage complex queries in a professional and efficient manner
Experience in financial services, retail banking, or a related customer‑facing role is a plus
Basic computer and technology proficiency for using banking systems and tools
Bachelor’s degree in Finance, Business, or a related field preferred
Commitment to adherence with banking regulations, ethical practices, and a customer‑first approach
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