Job Description
Job Description ABOUT THE JOB (JOB BRIEF): At Key, we have the opportunity to bring ease value and expertise to our clients by helping them have confidence and the peace of mind to dream big. As a Personal Banker you will report to the Branch Manager. Responsible for acquiring new consumer and small business clients, to expand relationships with existing clients and help clients achieve confidence in their financial wellness. Develops a comprehensive understanding of client needs by utilizing the Financial Wellness Guide. Serves as a proactive member of the Retail branch team by being an initial sales and service contact for new and existing clients, both at the sales desk and across the teller line. Key’s branch culture is to be cross functional, utilizing time on the teller line as opportunities to identify and build deeper relationships with our clients. Effectively manages existing clients/book of business to support the retention and growth of profitable...
Jan 24, 2021
Job Description
Job Description ABOUT THE JOB (JOB BRIEF): At Key, we have the opportunity to bring ease value and expertise to our clients by helping them have confidence and the peace of mind to dream big. As a Personal Banker you will report to the Branch Manager. Responsible for acquiring new consumer and small business clients, to expand relationships with existing clients and help clients achieve confidence in their financial wellness. Develops a comprehensive understanding of client needs by utilizing the Financial Wellness Guide. Serves as a proactive member of the Retail branch team by being an initial sales and service contact for new and existing clients, both at the sales desk and across the teller line. Key’s branch culture is to be cross functional, utilizing time on the teller line as opportunities to identify and build deeper relationships with our clients. Effectively manages existing clients/book of business to support the retention and growth of profitable...
Job Description
Job Description ABOUT THE JOB (JOB BRIEF): At Key, we have the opportunity to bring ease value and expertise to our clients by helping them have confidence and the peace of mind to dream big. As a Personal Banker you will report to the Branch Manager. Responsible for acquiring new consumer and small business clients, to expand relationships with existing clients and help clients achieve confidence in their financial wellness. Develops a comprehensive understanding of client needs by utilizing the Financial Wellness Guide. Serves as a proactive member of the Retail branch team by being an initial sales and service contact for new and existing clients, both at the sales desk and across the teller line. Key’s branch culture is to be cross functional, utilizing time on the teller line as opportunities to identify and build deeper relationships with our clients. Effectively manages existing clients/book of business to support the retention and growth of profitable...
Jan 24, 2021
Job Description
Job Description ABOUT THE JOB (JOB BRIEF): At Key, we have the opportunity to bring ease value and expertise to our clients by helping them have confidence and the peace of mind to dream big. As a Personal Banker you will report to the Branch Manager. Responsible for acquiring new consumer and small business clients, to expand relationships with existing clients and help clients achieve confidence in their financial wellness. Develops a comprehensive understanding of client needs by utilizing the Financial Wellness Guide. Serves as a proactive member of the Retail branch team by being an initial sales and service contact for new and existing clients, both at the sales desk and across the teller line. Key’s branch culture is to be cross functional, utilizing time on the teller line as opportunities to identify and build deeper relationships with our clients. Effectively manages existing clients/book of business to support the retention and growth of profitable...
Job Description
ABOUT THE JOB (JOB BRIEF): At Key, we have the opportunity to bring ease value and expertise to our clients by helping them have confidence and the peace of mind to dream big. As a Licensed Relationship Manager (LRM), you will report to the Branch Manager and deliver appropriate financial solutions to KeyBank’s client base with up to $1M in investable assets. The LRM is responsible for helping new and existing clients achieve confidence in their financial wellness through the offering of products and services. Develops a comprehensive understanding of client needs by utilizing the Financial Wellness Guide and by using Key’s technology to gather and document client data and assess financial needs. Effectively manages a book of business by identifying products and services to meet client needs and/or referring to appropriate sales professionals in Retail, Investment Services, Private Bank, Mortgage or Business Banking. Maintains an awareness of the competitive...
Jan 24, 2021
Job Description
ABOUT THE JOB (JOB BRIEF): At Key, we have the opportunity to bring ease value and expertise to our clients by helping them have confidence and the peace of mind to dream big. As a Licensed Relationship Manager (LRM), you will report to the Branch Manager and deliver appropriate financial solutions to KeyBank’s client base with up to $1M in investable assets. The LRM is responsible for helping new and existing clients achieve confidence in their financial wellness through the offering of products and services. Develops a comprehensive understanding of client needs by utilizing the Financial Wellness Guide and by using Key’s technology to gather and document client data and assess financial needs. Effectively manages a book of business by identifying products and services to meet client needs and/or referring to appropriate sales professionals in Retail, Investment Services, Private Bank, Mortgage or Business Banking. Maintains an awareness of the competitive...
Job Description
ABOUT THE JOB (JOB BRIEF): At Key, we have the opportunity to bring ease value and expertise to our clients by helping them have confidence and the peace of mind to dream big. As a Licensed Relationship Manager (LRM), you will report to the Branch Manager and deliver appropriate financial solutions to KeyBank’s client base with up to $1M in investable assets. The LRM is responsible for helping new and existing clients achieve confidence in their financial wellness through the offering of products and services. Develops a comprehensive understanding of client needs by utilizing the Financial Wellness Guide and by using Key’s technology to gather and document client data and assess financial needs. Effectively manages a book of business by identifying products and services to meet client needs and/or referring to appropriate sales professionals in Retail, Investment Services, Private Bank, Mortgage or Business Banking. Maintains an awareness of the competitive...
Jan 24, 2021
Job Description
ABOUT THE JOB (JOB BRIEF): At Key, we have the opportunity to bring ease value and expertise to our clients by helping them have confidence and the peace of mind to dream big. As a Licensed Relationship Manager (LRM), you will report to the Branch Manager and deliver appropriate financial solutions to KeyBank’s client base with up to $1M in investable assets. The LRM is responsible for helping new and existing clients achieve confidence in their financial wellness through the offering of products and services. Develops a comprehensive understanding of client needs by utilizing the Financial Wellness Guide and by using Key’s technology to gather and document client data and assess financial needs. Effectively manages a book of business by identifying products and services to meet client needs and/or referring to appropriate sales professionals in Retail, Investment Services, Private Bank, Mortgage or Business Banking. Maintains an awareness of the competitive...
Job Description
ABOUT THE JOB (JOB BRIEF): At Key, we have the opportunity to bring ease, value and expertise to our clients by helping them have confidence and the peace of mind to dream big. As a Lead Teller, you will report to the Branch Manager and perform the duties of a Teller. The Lead Teller provides excellent client service by welcoming new and existing clients of the Bank and assisting them with account transactions and servicing needs. The Lead Teller acts as a resource in identifying and resolving client servicing issues, serves as primary troubleshooter for complex problems and client service needs and enhances client relationships with Key by providing distinctive quality service. In addition, the Lead Teller asks questions and listens to clients to uncover financial needs and transitions clients to a banker to further assist. The Lead Teller helps observe and provide coaching to Tellers to enhance the client experience and operational effectiveness, and is...
Jan 24, 2021
Job Description
ABOUT THE JOB (JOB BRIEF): At Key, we have the opportunity to bring ease, value and expertise to our clients by helping them have confidence and the peace of mind to dream big. As a Lead Teller, you will report to the Branch Manager and perform the duties of a Teller. The Lead Teller provides excellent client service by welcoming new and existing clients of the Bank and assisting them with account transactions and servicing needs. The Lead Teller acts as a resource in identifying and resolving client servicing issues, serves as primary troubleshooter for complex problems and client service needs and enhances client relationships with Key by providing distinctive quality service. In addition, the Lead Teller asks questions and listens to clients to uncover financial needs and transitions clients to a banker to further assist. The Lead Teller helps observe and provide coaching to Tellers to enhance the client experience and operational effectiveness, and is...
Job Description
ABOUT THE JOB (JOB BRIEF): At Key, we have the opportunity to bring ease, value, and expertise to our clients by helping them have confidence and the peace of mind to dream big thanks to a complete understanding of their financial wellness. As a Financial Wellness Consultant, you will work as part of the branch team to attract new clients to Key with our industry leading Financial Wellness approach and work with existing clients to fill gaps in their current Financial Wellness situation, leading to client confidence in their finances. To meet client Financial Wellness needs, the Financial Wellness Consultant may complete client service transactions, introduce new products and services, manage accounts, solve complex client issues, and make appropriate referrals to the Branch Manager, Investment Services, Mortgage, Business Banking, and Private Banking based on clients’ unique needs. ESSENTIAL JOB FUNCTIONS: Primary Functions • Consistently executes Financial...
Jan 24, 2021
Job Description
ABOUT THE JOB (JOB BRIEF): At Key, we have the opportunity to bring ease, value, and expertise to our clients by helping them have confidence and the peace of mind to dream big thanks to a complete understanding of their financial wellness. As a Financial Wellness Consultant, you will work as part of the branch team to attract new clients to Key with our industry leading Financial Wellness approach and work with existing clients to fill gaps in their current Financial Wellness situation, leading to client confidence in their finances. To meet client Financial Wellness needs, the Financial Wellness Consultant may complete client service transactions, introduce new products and services, manage accounts, solve complex client issues, and make appropriate referrals to the Branch Manager, Investment Services, Mortgage, Business Banking, and Private Banking based on clients’ unique needs. ESSENTIAL JOB FUNCTIONS: Primary Functions • Consistently executes Financial...
Job Description
ABOUT THE JOB (JOB BRIEF): Focuses on acquisition of new clients and expanding share of wallet of existing client portfolio of businesses with annual sales from $3 to $25 million. Develops centers of influence in the market that can be leveraged into profitable relationships. Develops strategic relationships with all Key lines of business in order to effectively refer business and leverage partnerships to deepen and enrich the client experience. Effectively manages the client relationship by selling and promoting a broad array of appropriate financial products and services, providing pertinent financial information to clients and identifying/referring cross- marketing opportunities to meet the clients' need and become their trusted advisor. Researches and fully understands competitors' strengths/weaknesses and product offerings/pricing. ESSENTIAL JOB FUNCTIONS: Develops and maintains an in- depth knowledge of products and services as well as knowledge of...
Jan 24, 2021
Job Description
ABOUT THE JOB (JOB BRIEF): Focuses on acquisition of new clients and expanding share of wallet of existing client portfolio of businesses with annual sales from $3 to $25 million. Develops centers of influence in the market that can be leveraged into profitable relationships. Develops strategic relationships with all Key lines of business in order to effectively refer business and leverage partnerships to deepen and enrich the client experience. Effectively manages the client relationship by selling and promoting a broad array of appropriate financial products and services, providing pertinent financial information to clients and identifying/referring cross- marketing opportunities to meet the clients' need and become their trusted advisor. Researches and fully understands competitors' strengths/weaknesses and product offerings/pricing. ESSENTIAL JOB FUNCTIONS: Develops and maintains an in- depth knowledge of products and services as well as knowledge of...
Job Description
Job Description ABOUT THE JOB (JOB BRIEF): At Key, we have the opportunity to bring ease value and expertise to our clients by helping them have confidence and the peace of mind to dream big. As a Personal Banker you will report to the Branch Manager. Responsible for acquiring new consumer and small business clients, to expand relationships with existing clients and help clients achieve confidence in their financial wellness. Develops a comprehensive understanding of client needs by utilizing the Financial Wellness Guide. Serves as a proactive member of the Retail branch team by being an initial sales and service contact for new and existing clients, both at the sales desk and across the teller line. Key’s branch culture is to be cross functional, utilizing time on the teller line as opportunities to identify and build deeper relationships with our clients. Effectively manages existing clients/book of business to support the retention and growth of profitable...
Jan 24, 2021
Job Description
Job Description ABOUT THE JOB (JOB BRIEF): At Key, we have the opportunity to bring ease value and expertise to our clients by helping them have confidence and the peace of mind to dream big. As a Personal Banker you will report to the Branch Manager. Responsible for acquiring new consumer and small business clients, to expand relationships with existing clients and help clients achieve confidence in their financial wellness. Develops a comprehensive understanding of client needs by utilizing the Financial Wellness Guide. Serves as a proactive member of the Retail branch team by being an initial sales and service contact for new and existing clients, both at the sales desk and across the teller line. Key’s branch culture is to be cross functional, utilizing time on the teller line as opportunities to identify and build deeper relationships with our clients. Effectively manages existing clients/book of business to support the retention and growth of profitable...
Job Description
ABOUT THE JOB (JOB BRIEF): At Key, we have the opportunity to bring ease, value and expertise to our clients by helping them have confidence and the peace of mind to dream big. As a Lead Teller, you will report to the Branch Manager and perform the duties of a Teller. The Lead Teller provides excellent client service by welcoming new and existing clients of the Bank and assisting them with account transactions and servicing needs. The Lead Teller acts as a resource in identifying and resolving client servicing issues, serves as primary troubleshooter for complex problems and client service needs and enhances client relationships with Key by providing distinctive quality service. In addition, the Lead Teller asks questions and listens to clients to uncover financial needs and transitions clients to a banker to further assist. The Lead Teller helps observe and provide coaching to Tellers to enhance the client experience and operational effectiveness, and is...
Jan 24, 2021
Job Description
ABOUT THE JOB (JOB BRIEF): At Key, we have the opportunity to bring ease, value and expertise to our clients by helping them have confidence and the peace of mind to dream big. As a Lead Teller, you will report to the Branch Manager and perform the duties of a Teller. The Lead Teller provides excellent client service by welcoming new and existing clients of the Bank and assisting them with account transactions and servicing needs. The Lead Teller acts as a resource in identifying and resolving client servicing issues, serves as primary troubleshooter for complex problems and client service needs and enhances client relationships with Key by providing distinctive quality service. In addition, the Lead Teller asks questions and listens to clients to uncover financial needs and transitions clients to a banker to further assist. The Lead Teller helps observe and provide coaching to Tellers to enhance the client experience and operational effectiveness, and is...
Job Description
Job Description ABOUT THE JOB (JOB BRIEF): At Key, we have the opportunity to bring ease value and expertise to our clients by helping them have confidence and the peace of mind to dream big. As a Personal Banker you will report to the Branch Manager. Responsible for acquiring new consumer and small business clients, to expand relationships with existing clients and help clients achieve confidence in their financial wellness. Develops a comprehensive understanding of client needs by utilizing the Financial Wellness Guide. Serves as a proactive member of the Retail branch team by being an initial sales and service contact for new and existing clients, both at the sales desk and across the teller line. Key’s branch culture is to be cross functional, utilizing time on the teller line as opportunities to identify and build deeper relationships with our clients. Effectively manages existing clients/book of business to support the retention and growth of profitable...
Jan 24, 2021
Job Description
Job Description ABOUT THE JOB (JOB BRIEF): At Key, we have the opportunity to bring ease value and expertise to our clients by helping them have confidence and the peace of mind to dream big. As a Personal Banker you will report to the Branch Manager. Responsible for acquiring new consumer and small business clients, to expand relationships with existing clients and help clients achieve confidence in their financial wellness. Develops a comprehensive understanding of client needs by utilizing the Financial Wellness Guide. Serves as a proactive member of the Retail branch team by being an initial sales and service contact for new and existing clients, both at the sales desk and across the teller line. Key’s branch culture is to be cross functional, utilizing time on the teller line as opportunities to identify and build deeper relationships with our clients. Effectively manages existing clients/book of business to support the retention and growth of profitable...
Job Description
ABOUT THE JOB (JOB BRIEF): At Key, we have the opportunity to bring ease value and expertise to our clients by helping them have confidence and the peace of mind to dream big. As a Teller, you will report to the Branch Manager or to the Operations Leader (Teller Float) and are the initial contact for clients. The Teller is a critical position within the branch and an important member of the branch team. The Teller provides excellent client service by welcoming new and existing clients of the Bank and assisting them with account transactions and servicing needs. In addition, he/she acts as a resource in identifying and resolving client servicing issues. Tellers, through their conversations with the clients, listen to uncover financial needs and transitions clients to a banker to further assist. ESSENTIAL JOB FUNCTIONS: The role of the Teller is to be welcoming, build rapport and provide outstanding service to the Bank clients while performing account transactions,...
Jan 24, 2021
Job Description
ABOUT THE JOB (JOB BRIEF): At Key, we have the opportunity to bring ease value and expertise to our clients by helping them have confidence and the peace of mind to dream big. As a Teller, you will report to the Branch Manager or to the Operations Leader (Teller Float) and are the initial contact for clients. The Teller is a critical position within the branch and an important member of the branch team. The Teller provides excellent client service by welcoming new and existing clients of the Bank and assisting them with account transactions and servicing needs. In addition, he/she acts as a resource in identifying and resolving client servicing issues. Tellers, through their conversations with the clients, listen to uncover financial needs and transitions clients to a banker to further assist. ESSENTIAL JOB FUNCTIONS: The role of the Teller is to be welcoming, build rapport and provide outstanding service to the Bank clients while performing account transactions,...
Job Description
ABOUT THE JOB (JOB BRIEF): At Key, we have the opportunity to bring ease value and expertise to our clients by helping them have confidence and the peace of mind to dream big. As a Licensed Relationship Manager (LRM), you will report to the Branch Manager and deliver appropriate financial solutions to KeyBank’s client base with up to $1M in investable assets. The LRM is responsible for helping new and existing clients achieve confidence in their financial wellness through the offering of products and services. Develops a comprehensive understanding of client needs by utilizing the Financial Wellness Guide and by using Key’s technology to gather and document client data and assess financial needs. Effectively manages a book of business by identifying products and services to meet client needs and/or referring to appropriate sales professionals in Retail, Investment Services, Private Bank, Mortgage or Business Banking. Maintains an awareness of the competitive...
Jan 24, 2021
Job Description
ABOUT THE JOB (JOB BRIEF): At Key, we have the opportunity to bring ease value and expertise to our clients by helping them have confidence and the peace of mind to dream big. As a Licensed Relationship Manager (LRM), you will report to the Branch Manager and deliver appropriate financial solutions to KeyBank’s client base with up to $1M in investable assets. The LRM is responsible for helping new and existing clients achieve confidence in their financial wellness through the offering of products and services. Develops a comprehensive understanding of client needs by utilizing the Financial Wellness Guide and by using Key’s technology to gather and document client data and assess financial needs. Effectively manages a book of business by identifying products and services to meet client needs and/or referring to appropriate sales professionals in Retail, Investment Services, Private Bank, Mortgage or Business Banking. Maintains an awareness of the competitive...
Job Description
ABOUT THE JOB (JOB BRIEF): At Key, we have the opportunity to bring ease value and expertise to our clients by helping them have confidence and the peace of mind to dream big. As a Licensed Relationship Manager (LRM), you will report to the Branch Manager and deliver appropriate financial solutions to KeyBank’s client base with up to $1M in investable assets. The LRM is responsible for helping new and existing clients achieve confidence in their financial wellness through the offering of products and services. Develops a comprehensive understanding of client needs by utilizing the Financial Wellness Guide and by using Key’s technology to gather and document client data and assess financial needs. Effectively manages a book of business by identifying products and services to meet client needs and/or referring to appropriate sales professionals in Retail, Investment Services, Private Bank, Mortgage or Business Banking. Maintains an awareness of the competitive...
Jan 24, 2021
Job Description
ABOUT THE JOB (JOB BRIEF): At Key, we have the opportunity to bring ease value and expertise to our clients by helping them have confidence and the peace of mind to dream big. As a Licensed Relationship Manager (LRM), you will report to the Branch Manager and deliver appropriate financial solutions to KeyBank’s client base with up to $1M in investable assets. The LRM is responsible for helping new and existing clients achieve confidence in their financial wellness through the offering of products and services. Develops a comprehensive understanding of client needs by utilizing the Financial Wellness Guide and by using Key’s technology to gather and document client data and assess financial needs. Effectively manages a book of business by identifying products and services to meet client needs and/or referring to appropriate sales professionals in Retail, Investment Services, Private Bank, Mortgage or Business Banking. Maintains an awareness of the competitive...
Job Description
ABOUT THE JOB The Small Business Wellness Advisor (SBWA) focuses on the acquisition of new clients and expanding share of wallet of existing Small Business clients with annual sales up to $3 million. The SBWA works virtually but aligned to identified markets within Key’s Consumer footprint. The SBWA will leverage Key’s industry leading Small Business Wellness tools founded in Financial Wellness to grow our Small Business portfolio. In addition, the SBWA partners with assigned branches to provide expertise in all stages of the sales and risk processes. The joint partnership with their assigned branches aims at deepening and retaining relationships through credit, cash management, and other banking products. May resolve client issues and execute appropriate action. Partners with various functional groups and lines of business throughout the bank for sales opportunities. The SBWA reports to the Small Business Team Lead. ESSENTIAL JOB FUNCTIONS The SBWA will be...
Jan 24, 2021
Job Description
ABOUT THE JOB The Small Business Wellness Advisor (SBWA) focuses on the acquisition of new clients and expanding share of wallet of existing Small Business clients with annual sales up to $3 million. The SBWA works virtually but aligned to identified markets within Key’s Consumer footprint. The SBWA will leverage Key’s industry leading Small Business Wellness tools founded in Financial Wellness to grow our Small Business portfolio. In addition, the SBWA partners with assigned branches to provide expertise in all stages of the sales and risk processes. The joint partnership with their assigned branches aims at deepening and retaining relationships through credit, cash management, and other banking products. May resolve client issues and execute appropriate action. Partners with various functional groups and lines of business throughout the bank for sales opportunities. The SBWA reports to the Small Business Team Lead. ESSENTIAL JOB FUNCTIONS The SBWA will be...
Job Description
ABOUT THE JOB (JOB BRIEF): At Key, we have the opportunity to bring ease value and expertise to our clients by helping them have confidence and the peace of mind to dream big. As a Teller, you will report to the Branch Manager or to the Experience Leader (Teller Float) and are the initial contact for clients. The Teller is a critical position within the branch and an important member of the branch team. The Teller provides excellent client service by welcoming new and existing clients of the Bank and assisting them with account transactions and servicing needs. In addition, he/she acts as a resource in identifying and resolving client servicing issues. Tellers, through their conversations with the clients, listen to uncover financial needs and transitions clients to a banker to further assist. ESSENTIAL JOB FUNCTIONS: The role of the Teller is to be welcoming, build rapport and provide outstanding service to the Bank clients while performing account transactions,...
Jan 24, 2021
Job Description
ABOUT THE JOB (JOB BRIEF): At Key, we have the opportunity to bring ease value and expertise to our clients by helping them have confidence and the peace of mind to dream big. As a Teller, you will report to the Branch Manager or to the Experience Leader (Teller Float) and are the initial contact for clients. The Teller is a critical position within the branch and an important member of the branch team. The Teller provides excellent client service by welcoming new and existing clients of the Bank and assisting them with account transactions and servicing needs. In addition, he/she acts as a resource in identifying and resolving client servicing issues. Tellers, through their conversations with the clients, listen to uncover financial needs and transitions clients to a banker to further assist. ESSENTIAL JOB FUNCTIONS: The role of the Teller is to be welcoming, build rapport and provide outstanding service to the Bank clients while performing account transactions,...
Job Description
Job Description ABOUT THE JOB (JOB BRIEF): At Key, we have the opportunity to bring ease value and expertise to our clients by helping them have confidence and the peace of mind to dream big. As a Personal Banker you will report to the Branch Manager. Responsible for acquiring new consumer and small business clients, to expand relationships with existing clients and help clients achieve confidence in their financial wellness. Develops a comprehensive understanding of client needs by utilizing the Financial Wellness Guide. Serves as a proactive member of the Retail branch team by being an initial sales and service contact for new and existing clients, both at the sales desk and across the teller line. Key’s branch culture is to be cross functional, utilizing time on the teller line as opportunities to identify and build deeper relationships with our clients. Effectively manages existing clients/book of business to support the retention and growth of profitable...
Jan 24, 2021
Job Description
Job Description ABOUT THE JOB (JOB BRIEF): At Key, we have the opportunity to bring ease value and expertise to our clients by helping them have confidence and the peace of mind to dream big. As a Personal Banker you will report to the Branch Manager. Responsible for acquiring new consumer and small business clients, to expand relationships with existing clients and help clients achieve confidence in their financial wellness. Develops a comprehensive understanding of client needs by utilizing the Financial Wellness Guide. Serves as a proactive member of the Retail branch team by being an initial sales and service contact for new and existing clients, both at the sales desk and across the teller line. Key’s branch culture is to be cross functional, utilizing time on the teller line as opportunities to identify and build deeper relationships with our clients. Effectively manages existing clients/book of business to support the retention and growth of profitable...
Job Description
ABOUT THE JOB (JOB BRIEF): At Key, we have the opportunity to bring ease value and expertise to our clients by helping them have confidence and the peace of mind to dream big. As a Teller, you will report to the Branch Manager or to the Operations Leader (Teller Float) and are the initial contact for clients. The Teller is a critical position within the branch and an important member of the branch team. The Teller provides excellent client service by welcoming new and existing clients of the Bank and assisting them with account transactions and servicing needs. In addition, he/she acts as a resource in identifying and resolving client servicing issues. Tellers, through their conversations with the clients, listen to uncover financial needs and transitions clients to a banker to further assist. ESSENTIAL JOB FUNCTIONS: The role of the Teller is to be welcoming, build rapport and provide outstanding service to the Bank clients while performing account transactions,...
Jan 24, 2021
Job Description
ABOUT THE JOB (JOB BRIEF): At Key, we have the opportunity to bring ease value and expertise to our clients by helping them have confidence and the peace of mind to dream big. As a Teller, you will report to the Branch Manager or to the Operations Leader (Teller Float) and are the initial contact for clients. The Teller is a critical position within the branch and an important member of the branch team. The Teller provides excellent client service by welcoming new and existing clients of the Bank and assisting them with account transactions and servicing needs. In addition, he/she acts as a resource in identifying and resolving client servicing issues. Tellers, through their conversations with the clients, listen to uncover financial needs and transitions clients to a banker to further assist. ESSENTIAL JOB FUNCTIONS: The role of the Teller is to be welcoming, build rapport and provide outstanding service to the Bank clients while performing account transactions,...
Job Description
ABOUT THE JOB (JOB BRIEF): At Key, we have the opportunity to bring ease value and expertise to our clients by helping them have confidence and the peace of mind to dream big. As a Licensed Relationship Manager (LRM), you will report to the Branch Manager and deliver appropriate financial solutions to KeyBank’s client base with up to $1M in investable assets. The LRM is responsible for helping new and existing clients achieve confidence in their financial wellness through the offering of products and services. Develops a comprehensive understanding of client needs by utilizing the Financial Wellness Guide and by using Key’s technology to gather and document client data and assess financial needs. Effectively manages a book of business by identifying products and services to meet client needs and/or referring to appropriate sales professionals in Retail, Investment Services, Private Bank, Mortgage or Business Banking. Maintains an awareness of the competitive...
Jan 24, 2021
Job Description
ABOUT THE JOB (JOB BRIEF): At Key, we have the opportunity to bring ease value and expertise to our clients by helping them have confidence and the peace of mind to dream big. As a Licensed Relationship Manager (LRM), you will report to the Branch Manager and deliver appropriate financial solutions to KeyBank’s client base with up to $1M in investable assets. The LRM is responsible for helping new and existing clients achieve confidence in their financial wellness through the offering of products and services. Develops a comprehensive understanding of client needs by utilizing the Financial Wellness Guide and by using Key’s technology to gather and document client data and assess financial needs. Effectively manages a book of business by identifying products and services to meet client needs and/or referring to appropriate sales professionals in Retail, Investment Services, Private Bank, Mortgage or Business Banking. Maintains an awareness of the competitive...
Job Description
Job Description ABOUT THE JOB (JOB BRIEF): At Key, we have the opportunity to bring ease value and expertise to our clients by helping them have confidence and the peace of mind to dream big. As a Personal Banker you will report to the Branch Manager. Responsible for acquiring new consumer and small business clients, to expand relationships with existing clients and help clients achieve confidence in their financial wellness. Develops a comprehensive understanding of client needs by utilizing the Financial Wellness Guide. Serves as a proactive member of the Retail branch team by being an initial sales and service contact for new and existing clients, both at the sales desk and across the teller line. Key’s branch culture is to be cross functional, utilizing time on the teller line as opportunities to identify and build deeper relationships with our clients. Effectively manages existing clients/book of business to support the retention and growth of profitable...
Jan 24, 2021
Job Description
Job Description ABOUT THE JOB (JOB BRIEF): At Key, we have the opportunity to bring ease value and expertise to our clients by helping them have confidence and the peace of mind to dream big. As a Personal Banker you will report to the Branch Manager. Responsible for acquiring new consumer and small business clients, to expand relationships with existing clients and help clients achieve confidence in their financial wellness. Develops a comprehensive understanding of client needs by utilizing the Financial Wellness Guide. Serves as a proactive member of the Retail branch team by being an initial sales and service contact for new and existing clients, both at the sales desk and across the teller line. Key’s branch culture is to be cross functional, utilizing time on the teller line as opportunities to identify and build deeper relationships with our clients. Effectively manages existing clients/book of business to support the retention and growth of profitable...
Job Description
Job Description ABOUT THE JOB (JOB BRIEF): At Key, we have the opportunity to bring ease value and expertise to our clients by helping them have confidence and the peace of mind to dream big. As a Personal Banker you will report to the Branch Manager. Responsible for acquiring new consumer and small business clients, to expand relationships with existing clients and help clients achieve confidence in their financial wellness. Develops a comprehensive understanding of client needs by utilizing the Financial Wellness Guide. Serves as a proactive member of the Retail branch team by being an initial sales and service contact for new and existing clients, both at the sales desk and across the teller line. Key’s branch culture is to be cross functional, utilizing time on the teller line as opportunities to identify and build deeper relationships with our clients. Effectively manages existing clients/book of business to support the retention and growth of profitable...
Jan 24, 2021
Job Description
Job Description ABOUT THE JOB (JOB BRIEF): At Key, we have the opportunity to bring ease value and expertise to our clients by helping them have confidence and the peace of mind to dream big. As a Personal Banker you will report to the Branch Manager. Responsible for acquiring new consumer and small business clients, to expand relationships with existing clients and help clients achieve confidence in their financial wellness. Develops a comprehensive understanding of client needs by utilizing the Financial Wellness Guide. Serves as a proactive member of the Retail branch team by being an initial sales and service contact for new and existing clients, both at the sales desk and across the teller line. Key’s branch culture is to be cross functional, utilizing time on the teller line as opportunities to identify and build deeper relationships with our clients. Effectively manages existing clients/book of business to support the retention and growth of profitable...