Personal Banker-Falmouth

Keybank National Association Falmouth , ME 04105

Posted 3 weeks ago

Location:

256 US Route 1 - Falmouth, Maine 04105

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.

KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to building a diverse, equitable and inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or other protected category.

Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.

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
FullTime Associate Banker (Market Expansion) Falmouth Branch Me/Vt/Nh Falmouth ME

Jpmorgan Chase & Co.

Posted 2 months ago

VIEW JOBS 9/6/2021 12:00:00 AM 2021-12-05T00:00 At JPMorgan Chase, we have an obsession for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Using the latest banking solutions, combined with cutting edge financial technology and the most welcoming and friendly service, you'll be front and center representing our brand and culture. Here at Chase, you'll have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives, by providing education and advice tailored to suit their financial needs. If you are enthusiastic about providing great customer experiences and digitally curious, join our branch family. In addition to providing education and advice tailored to suit our customers financial needs, you'll be able to take ownership of your own career development through a variety of cross-training opportunities and company support. Job Description As an Associate Banker at Chase, you will be at the forefront of delivering an exceptional customer experience by fostering long-lasting, meaningful relationships. You will help customers with everyday transactions, build rapport and introduce them to our One Chase family. You will also teach clients how to use self-service options - help them enroll in & use tools so they can bank how, when and where they want. Responsibilities You'll contribute significantly to the success of the branch and helping customers by: * Engaging the client by welcoming them warmly with a pleasant demeanor, using the client name, whenever possible, and thanking them for doing business with Chase * Assisting customers and making clients feel appreciated * Helping customers learn how to complete their banking needs whenever, wherever and however they want with self-service options, including the Chase mobile app, Chase.com, and ATMs with expert knowledge in our self-service and digital platform * Exhibiting strong customer service skills, presenting consumer-bank focused products and services while proactively educating clients on utilizing available access channels * Proactively collaborating with others to help customers * Helping build relationships with customers by connecting them with team members who can help them address their financial needs * Ensuring financial transactions are completed accurately and efficiently, while complying with all policies, procedures and regulatory and banking requirements * Supporting customer with traditional banking needs and complex service transactions putting the customer's needs at the center of everything * Providing proactive customer outreach to gauge success and offer new tools to help customers meet their consumer banking and investment goals Desired Skills * Ability to make personal connections, engage customers, and always be courteous and professional in a team environment * Strong desire and ability to influence, educate and connect customers to technology * Exudes confidence with clients when sharing product knowledge and solutions * Excellent interpersonal communication skills, as well as strong attention to detail and time management * Professional, thorough and organized with strong follow-up skills * Active listening skills to ensure the best way forward is identified for each customer * Ability to learn products, services and procedures quickly and accurately; delivers solutions that make our One Chase products work together * Minimum 6 months of customer service experience, i.e. teller experience * High school diploma or GED equivalent required Jpmorgan Chase & Co. Falmouth ME

Personal Banker-Falmouth

Keybank National Association