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Personal Banker - Spring House

ESSENTIAL JOB FUNCTIONS

The Personal Banker through execution of the Branch Playbook and Financial Wellness Reviews, helps clients achieve their Financial Goals. The Personal Banker also provides sales and service support to the Retail branch team. Personal Bankers and 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
Primary Personal Banker Functions
Consistently executes on Key s Branch Playbook and seeks opportunities to deliver distinctive client service with each interaction
Establishes preset appointments, delivers quality Financial Wellness Review conversations, identifies needs, makes recommendations and follow s up
Provides financial solutions to clients to help them achieve their goals. Solutions could involve; payments, deposit, loan and investment products (with appropriate licensing)
Develops strong partnerships with Operations Leaders, Financial Advisors, Mortgage Advisors, Small Business colleagues and other line of business partners focusing on client acquisition and deepening the relationship of current clients; effectively manages internal and external Centers of Influence (COIs)
Supports acquisition of new clients and growth of current book of business by contacting and following up on system generated leads identified through the Client Experience (CE) Desktop (Key s branch platform system); documents activities by using the call report feature in the Desktop
Supports the branch in growing a profitable book of business to achieve individual and team goals
Provides sales and service assistance to all clients
Develops and maintains broad knowledge of products and services to appropriately support client needs
Ensures compliance with operational, security and audit procedures and policies
Participates in and occasionally facilitates daily branch huddles
Participates in special projects, campaigns and assignments as requested
Assists with coaching and training tellers and other branch professionals as needed
Accurately process all financial service transactions
Identifies and resolves complex client service opportunities
Completes and maintenances electronic client profiles using Key s technology such as the Client Experience (CE) Desktop
Maintains and calls on a client book of business
Assists on the Teller platform with new and existing clients of the bank with account transitions, maintaining responsibility for a cash drawer and following proper balancing procedures. Takes opportunities identified on the teller line to deepen and expand client relationship



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