Personal Banker North Area

Robert Morris University
June 23, 2019
North Salt Lake, UT
Job Type



The company, 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.

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 client relationships through sales of deposit, loan and investment products with appropriate licensing. Recommends products and services to help the client achieve financial goals and the team to achieve business goals. Identifies and resolves complex client service issues. Recognizes complex product and financial services opportunities and refers to appropriate sales professionals in Retail, Investment Services, Mortgage, Business Banking, and Private Banking. Meets or exceeds established Teamwork .and.amp; Accountability goals, and production expectations while maintaining strict adherence to risk and operational policies. Serves as a backup to the Branch Manager when the Branch Manager is unavailable.

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, avoids conflicts of interest and act in the best interest of our clients and.and.

Primary Personal Banker Functions

  • 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 another 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 the acquisition of new clients and growth of the current book of business by contacting and following up on system generated leads identified through the Client Experience CE Desktop.

  • 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.

  • Sales experience in banking, financial, or insurance industry.

  • Possesses a general understanding of operations risk, compliance, fraud, loss.

  • Cash handling experience.

  • Working knowledge of Branch Teller WorkstationKeyCorp is an Equal Opportunity and Affirmative Action Employer Min-Fem-Vet-DisabledEmployer's Job# 36168BRPlease visit job URL for more information about this opening and to view EOE statement.

Company Description

Robert Morris University offers undergraduate, graduate, certificate and doctoral degree programs. A nationally ranked university, Robert Morris allows its students to choose from more than 80 undergraduate and graduate programs, with 22 programs available fully online. Robert Morris was founded in 1921 and is headquartered in Moon Township, Pennsylvania, just a few miles from both the airport and downtown Pittsburgh.

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