Customer Relations Banker

Job Description for Customer Relations Banker:

As a crucial member of the branch team, the Customer Relations Banker concentrates on acquiring new clients, enhancing current relationships, and aiding clients in building confidence to reach their financial aspirations. This role necessitates a client-centered mindset, a strong sales-oriented approach, exceptional communication skills, and efficient teamwork. KeyBank takes pride in supporting clients in progressing in their financial path and offering a banking experience that exemplifies unwavering dedication to client satisfaction.

Responsibilities:

• Endorses a values-driven approach towards cultivating a client experience culture that prioritizes the importance of establishing meaningful connections and understanding the profound influence this can have on the lives of clients and coworkers, in various spheres including personal fulfillment, career growth, and financial stability.
• Gather insights from client conversations to uncover possibilities for boosting financial wellness and provide individualized recommendations to empower clients in managing their finances effectively.
• Sustains a pattern of fulfilling individual expectations for activity, conduct, and results.
• Establishing personal and commercial banking relationships, comprising consumer checking accounts, small business banking accounts, different deposit products, home equity financing solutions, unsecured lending options, and certificate investment plans.
• Forming resilient partnerships with branch associates and business partners to enhance client acquisition and deepen connections with existing clients, skillfully coordinating centers of influence both within and outside the organization.
• Ensuring that operational, risk, security, and audit protocols are upheld, including the complete documentation of client communications.
• Assistance with client transactions on the Teller line is part of supporting branch operations.
• Take part in and on occasion help organize morning check-ins and post-work discussions.
• Additional tasks will be required as needed; responsibilities and tasks may shift, or new ones may be allocated at any point, with or without prior notification.
• Consistently follows all KeyBank policies and guidelines, which encompass behaving in a professional manner, upholding ethical standards, preventing conflicts of interest, and always working in the best interests of Key and its clients.

Education Qualifications:

• Required credentials encompass a high school diploma, GED, or similar business acumen
• Bachelor's Degree (preferred)

Experience Qualifications:

• At least one year of experience in cultivating relationships with current and prospective customers, achieving sales objectives, and building referral channels is a significant prerequisite. The value of sales experience over financial services familiarity is highlighted for this role at KeyBank. KeyBank provides tools and training, but they aim to recruit relationship builders who display curiosity, adept in initiating conversations, and excelling in fostering connections. (mandatory)
• Debt-to-income ratio is a key financial metric that indicates the proportion of a consumer's income that goes towards servicing debt. Lenders consider this ratio when evaluating a borrower's ability to take on additional debt responsibly
• Key knowledge of sales and customer service strategies for working with clients, encompassing tele-consultations, cold calls, prospecting, and networking efforts. (compulsory)
• Skilled in engaging effectively with small business customers, overcoming resistance, and conducting thorough fact-finding inquiries with the intent of offering support
• Established proficiency in influencing business partners and utilizing centers of influence is crucial for this position, as significant influence over partners such as Key Investment Services, Mortgage, and Business Banking sales teams is fundamental. (indispensable)
• Competence in utilizing personal computers, specifically in MS Windows and Office applications like Word and Excel, is a must
• A requisite expertise in digital technology (mobile usage, applications, and internet navigation) alongside the ability to educate customers about digital systems and functionalities within Key is vital

Tactical Skills:

• Possesses a deep understanding of the customer's accounts and banking interactions and exercises sound judgment when dealing with clients and processing transactions
• Proved ability to achieve sales and referral goals by engaging in scheduled appointments and meaningful conversations that result in recommendations aimed at enhancing clients' financial wellness, utilizing generated leads, walk-ins, and professional connections for assistance
• Exhibiting a solid work ethic and practicing ethical behavior consistently
• Proficiency in managing time effectively and efficiently

Physical Demands:

• Prolonged standing
• Regular involvement of hands in material manipulation
• The skill of communicating clearly both in direct engagements and over the phone
• Occasional need to stoop down and lift items from lower positions
• Frequent forward reaching
• Regularly moving objects that weigh 1-10 pounds; at times lifting items up to 30 pounds.

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