Personal Banker - Pittsburgh, PA

Keybank National Association Pittsburgh , PA 15201

Posted 2 months ago

Location:

1825 Washington Road

  • Pittsburgh, Pennsylvania 15241

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.

Employees in this position are required to comply with all rules and regulations of The Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (The SAFE Act). Employees hired or transferring into this position will need to meet the qualification requirements, in Key's sole discretion, under Reg. Z, prior to acting as a loan originator in a consumer credit transaction secured by a dwelling. Qualification requirements include but are not limited to an assessment of overall financial responsibility, character, and general fitness through review of a criminal background check, credit report, and information about any administrative, civil, or criminal findings by any government jurisdiction.

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
Relationship Banker South Hills Financial Center Pittsburgh Market Pittsburgh PA

Bank Of America Corporation

Posted 3 days ago

VIEW JOBS 8/10/2022 12:00:00 AM 2022-11-08T00:00 <p>Job Description:</p><p>At Bank of America, we handle the finances of over 67 million client relationships every day, including helping them save, borrow and invest for today and for their future. We stand by our clients each and every day giving them the power to realize their personal financial goals and help make their financial lives better. If you join our team, we'll count on you to care for, advise and guide our clients when they need us most - whether they're just starting out, buying a home, building a family or planning for retirement.</p><p>We're looking for the next generation of Relationship Bankers - those with a passion for growing a long-term career, building relationships and working with a team of client professionals in one of over 4,000 locations nationwide. The Relationship Banker role is meant for those looking to make a real impact and build a career in financial services. The role is ideal for those who have a passion to engage and educate clients with our industry leading digital banking solutions. As a Relationship Banker, you'll introduce clients to the various high-tech and high-touch choices they have to do their banking in ways that are most convenient for them.</p><p>From day one, you'll receive training from our award-winning Academy at Bank of America, including hands-on practice, personalized coaching and dedicated support throughout your on-boarding experience. With demonstrated success, you'll have the opportunity to advance into roles as a Relationship Manager, Financial Advisor, Financial Center Operations Manager or Financial Center Manager - with unlimited opportunity to grow throughout the company. The Academy will support you with dedicated programs, tools and resources throughout your career journey.</p><p>We'll help you</p><ul><li><p>Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.</p></li><li><p>Grow in your current role through one-on-one coaching from Academy managers who are invested in your success and training programs that help you excel, build new skills or take on additional responsibility.</p></li><li><p>Continuously learn and advance your career goals through intentional career paths to the next best role.</p></li><li><p>Use resources and innovative technologies to optimize the client experience.</p></li><li><p>Confidently build relationships with clients by using a defined consultative questioning approach that will help you gain in-depth knowledge of clients' financial life priorities and connect them to our solutions that meet their financial goals.</p></li><li><p>Expand your business knowledge and network by partnering with experts in small business, lending and investments.</p></li><li><p>Become an expert in using digital resources and technologies to optimize the client's digital banking preferences.</p></li><li><p>Process transactions accurately and efficiently to build client confidence and trust, based on established policies and procedures</p></li></ul><p>As a Relationship Banker, you can look forward to</p><ul><li><p>Ongoing professional development to deepen your skills and optimize your expertise as the industry evolves and changes.</p></li><li><p>Resources and dedicated support to help you reach your full potential throughout your career.</p></li><li><p>A benefits programs designed to meet the diverse needs of our employees at every stage of their life and help them plan for tomorrow.</p></li><li><p>Progressive workplace practices and initiatives that promote inclusion.</p></li></ul><p>We're a culture that</p><ul><li><p>Believes in responsible growth and has a proven dedication to supporting the communities we serve.</p></li><li><p>Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience.</p></li><li><p>Believes diversity makes us stronger, so we can reflect, connect to and meet the diverse needs of our clients and customers around the world.</p></li><li><p>Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs.</p></li></ul><p>Required skills:</p><ul><li><p>Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.</p></li><li><p>Collaborates effectively to get things done, building and nurturing strong relationships.</p></li><li><p>Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives.</p></li><li><p>Is confident in identifying solutions for new and existing clients based on their needs.</p></li><li><p>Communicates effectively and confidently, and is comfortable engaging all clients.</p></li><li><p>Has the ability to learn and adapt to new information and technology platforms.</p></li><li><p>Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking).</p></li><li><p>Applies strong critical thinking and problem-solving skills to meet clients' needs.</p></li><li><p>Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.</p></li><li><p>Efficiently manages your time and capacity.</p></li><li><p>Focuses on results, while acting in the best interest of the client.</p></li><li><p>Can be flexible to work weekends and/or extended hours as needed.</p></li></ul><p>Desired skills:</p><ul><li><p>Experience in financial services and knowledge of financial services industry, products and solutions.</p></li><li><p>One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.</p></li><li><p>Six months of cash handling experience.</p></li><li><p>Bachelor's degree or business relevant associate degree such as business management, business administration, or finance.</p></li></ul><p>Shift:</p><p>1st shift (United States of America)</p><p>Hours Per Week:</p><p>40</p><br> Bank Of America Corporation Pittsburgh PA

Personal Banker - Pittsburgh, PA

Keybank National Association