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KeyCorp Personal Banker South Tower Branch in Aurora, Colorado

Job DescriptionABOUT THE JOB (JOB BRIEF):At Key, we have the opportunity to bring ease value and expertise to ourclients 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 foracquiring new consumer and small business clients, to expand relationshipswith existing clients and help clients achieve confidence in their financialwellness. Develops a comprehensive understanding of client needs by utilizingthe Financial Wellness Guide. Serves as a proactive member of the Retailbranch team by being an initial sales and service contact for new and existingclients, both at the sales desk and across the teller line. Key s branchculture is to be cross functional, utilizing time on the teller line asopportunities to identify and build deeper relationships with our clients.Effectively manages existing clients/book of business to support theretention and growth of profitable client relationships through sales ofdeposit, loan and investment products (with appropriate licensing).Recommends products and services to help the client achieve financial goalsand the team to achieve business goals. Identifies and resolves complex clientservice issues. Recognizes complex product and financial servicesopportunities and refers to appropriate sales professionals in Retail,Investment Services, Mortgage, Business Banking, and Private Banking.Meets or exceeds established Teamwork .and. Accountability goals, andproduction expectations while maintaining strict adherence to risk andoperational policies. Serves as a backup to the Branch Manager when the BranchESSENTIAL JOB FUNCTIONS:The Personal Banker through execution of the Branch Playbook and FinancialWellness Reviews, helps clients achieve their Financial Goals. The PersonalBanker also provides sales and service support to the Retail branch team.Personal Bankers and all Branch team members are expected to actprofessionally at all times, conduct business ethically, avoid conflictsof 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 todeliver distinctive client service with each interaction Establishes preset appointments, delivers quality Financial WellnessReview 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, FinancialAdvisors, Mortgage Advisors, Small Business colleagues and other line ofbusiness partners focusing on client acquisition and deepening therelationship of current clients; effectively manages internal and externalCenters of Influence (COIs) Supports acquisition of new clients and growth of current book of businessby contacting and following up on system generated leads identified throughthe 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 achieveindividual and team goals Provides sales and service assistance to all clients Develops and maintains broad knowledge of products and services toappropriately support client needs Ensures compliance with operational, security and audit procedures andpolicies 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 asneeded Accurately process all financial service transactions Identifies and resolves complex client service opportunities Completes and maintenances electronic client profiles using Key s technologysuch as the Client Experience (CE) Desktop Maintains and calls on a client book of busin

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