Personal Banker - South Bend Area
Company: KeyBank
Location: South Bend
Posted on: January 12, 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, South Bend , Personal Banker - South Bend Area, Other , South Bend, Indiana
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