Personal Banker - East Longmeadow

Keybank National Association East Longmeadow , MA 01028

Posted 5 days ago

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:

KeyCorp 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.

JobID: 46049BR



icon no score

See how you match
to the job

Find your dream job anywhere
with the LiveCareer app.
Mobile App Icon
Download the
LiveCareer app and find
your dream job anywhere
App Store Icon Google Play Icon
lc_ad

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Certified Home Health Aide Chha East Longmeadow
New!

Elara Caring

Posted Today

VIEW JOBS 2/26/2021 12:00:00 AM 2021-05-27T00:00 At Elara Caring, we have an unique opportunity to play a huge role in the growth of an entire home care industry. Here, each employee has the chance to make a real difference by carrying out our mission every day. Join our elite team of healthcare professionals, providing the Right Care, at the Right Time, in the Right Place. Job Description: * Elara Caring is offering a one-time sign-on bonus in the amount of $250.00USD for aides that qualify. Inquire with Talent Acquisition Specialist for more information.* We can offer you rewarding work as you learn the fundamentals of home care with Elara Caring, Home Health Aides provide valuable services to our patients and your community - a contribution that is found nowhere else. Being a part of something this great starts by carrying out our mission every day through embracing your potential as a caregiver. Delivering the right care, at the right time, in the right place is the mission that inspires Elara Caring, and that starts with the right people. Currently, we serve over 65,000 patients across 16 states, with constant opportunities to have a significant influence in the lives of our patients and their families. This means you have countless ways to make a difference in your role as a Home Health Aide by providing quality care. To continue to be an industry pioneer delivering unparalleled care, we need caregivers with commitment and compassion. Are you one of them? If so, apply today! Why Join the Elara Caring mission? * Teamwork environment * Outstanding compensation package * Weekly paycheck * Bilingual opportunities available * Comprehensive onboarding and mentorship * Opportunities for advancement * Medical, dental, and vision benefits, 401K match What is Required? * Passion for helping people * State applicable Certified Home Health Aide certificate or license required * Reliable transportation to perform job responsibilities * Must pass a background check * Occasional heavy lifting; Ability to work for extended periods of time while standing and being involved in physical activity. You will report to the Care Coordinator. This is not a comprehensive list of all job responsibilities; a full job description will be provided. If interested, please send your resume to Klugodimaso2@elara.com We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender, gender identity or expression, or veteran status. We are proud to be an equal opportunity workplace. Elara Caring East Longmeadow MA

Personal Banker - East Longmeadow

Keybank National Association