Corporate Banker

Job Summary:Corporate Banker

The Corporate Banker, an essential component of the branch team, is dedicated to acquiring new clients, strengthening current relationships, and aiding clients in building trust to achieve their financial goals. This role requires a strong commitment to customer service, a keen interest in sales, exceptional communication abilities, and the capacity to work effectively as part of a team. KeyBank takes pride in helping clients progress in their financial endeavors, ensuring a banking experience that reflects a dedication to going above and beyond for their clients.

Responsibilities:

• Champions the fostering of a robust customer experience culture that underscores the importance of being fully engaged with clients and coworkers, appreciating the transformative impact that meaningful interactions can wield on their emotional, occupational, and financial well-being.
• Carefully consider the information shared by clients during conversations to pinpoint areas for potential financial wellness improvements and offer customized recommendations to support their financial journey.
• Continuously meets individual performance goals and outcomes as required.
• Opening personal and business bank accounts, covering consumer checking services, small business banking products, a variety of deposit selections, home equity financing options, unsecured lending facilities, and certificate investment opportunities.
• 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.
• Following operational, risk, security, and audit procedures and policies diligently, including accurately documenting client interactions.
• Supporting branch activities includes providing help with client transactions at the Teller counter.
• Attend morning stand-ups and, now and then, guide end-of-day reflections.
• Tasked with completing additional duties as required; responsibilities and activities may be subject to change, with new ones potentially introduced suddenly and without prior notification.
• Manifests adherence to all KeyBank policies and procedures by consistently acting professionally, conducting business ethically, preventing conflicts of interest, and prioritizing the interests of Key and its clients.

Education Qualifications:

• Essential qualifications comprise a high school diploma or GED, or relevant business exposure
• Bachelor's Degree (preferred)

Experience Qualifications:

• At least one year of practice in cultivating relationships with current and potential customers, reaching sales goals, and building referral sources is a fundamental requirement. Having experience in sales is more pertinent than a background in financial services for this role at KeyBank. KeyBank is committed to providing the necessary resources and training, but they are looking for relationship builders who exhibit a curious nature and excel at initiating conversations to foster strong connections. (mandatory)
• The debt-to-income ratio serves as a way for lenders to gauge a borrower's financial health and ability to manage additional debt obligations. It is a critical factor in determining the borrower's capacity to repay the loan
• Necessary understanding of sales and service techniques for client interactions, involving tele-consultation, outbound outreach, lead generation, and networking initiatives. (compulsory)
• Adept at interacting with small business clients in a reassuring manner, tackling objections, and posing relevant questions to better understand and assist
• 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)
• Proficiency in PC usage, including familiarity with MS Windows and Office programs like Word and Excel, is necessary
• Fundamental competencies include understanding digital technology (like mobile devices, apps, and online browsing) and the aptitude to educate clients on the digital tools and functions within the Key framework

Tactical Skills:

• Has a comprehensive understanding of the client's financial accounts and interactions with the bank and demonstrates sound judgment in customer interactions and transactional activities
• Validated aptitude for meeting sales and referral targets through predetermined meetings and quality discussions that culminate in tailored recommendations to aid clients in achieving their financial wellness objectives, making use of lead lists, walk-ins, and professional network contacts
• Exhibiting a solid work ethic and practicing ethical behavior consistently
• Demonstrated expertise in allocating and utilizing time wisely

Physical Demands:

• Prolonged standing
• Continual engagement of hands in managing materials
• The ability to express ideas effectively whether in face-to-face conversations or on the phone
• Sporadic occurrences of leaning over and raising items from floor level
• Frequent forward reaching
• Regularly moving objects that weigh 1-10 pounds; at times lifting items up to 30 pounds.

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