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Required) Working knowledge of digital technology (mobile, apps, web-based browsing) and ability to educate clients on digital platforms and capabilities within Key (required) Licenses and CertificationsNotary License (preferred) Mortgage Loan Officer/Loan Officer (MLO/LO) ClassificationEmployees in this position are required to comply with all rules and regulations of The Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (The SAFE Act.
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The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual. As part of the branch team, the Personal Banker will work toward attracting new clients to Key and work with existing clients to develop and expand relationships based on their unique financial goals, leading to client confidence in their finances.
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Specialty: Personal Banker. Employees hired or transferring into this position will need to meet the qualification requirements, in Key's sole discretion, under Reg. Z, prior to acting as a loan originator in a consumer credit transaction secured by a dwelling.
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Support of branch operations including assisting with client transactions on the Teller line as needed. Opening personal and business accounts (consumer checking, small business, various deposit products, home equity, unsecured lending, certificates of deposit, etc.
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Required)Understanding of consumer credit - including loan to value, debt to income and credit reports. Personal Bankers engage clients in deeper conversations to uncover needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts.
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Preferred)Demonstrated experience with influencing business partners and leveraging centers of influence, as this role will require significant influence of partners such as Key Investment Services, Mortgage and Business Banking sales professionals.
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Ensuring compliance with operational, risk, security and audit procedures and policies including appropriate documentation of client interactions. ResponsibilitiesEmbodies a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their day, personally, professionally, and financially.
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Compensation for this role also includes short-term incentive compensation subject to individual and company performance. Qualification requirements include but are not limited to an assessment of overall financial responsibility, character, and general fitness through review of a criminal background check, credit report, and information about any administrative, civil, or criminal findings by any government jurisdiction.
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At Mountain America, the Member Experience Officer (MEO) recognizes and meets member needs by providing quality service through teller, branch operations, and loan servicing transactions and cross-selling products and services in order to help our members achieve their financial dreams.
$18 an hourFull-timeExpandApply NowActive JobUpdated 5 days ago - UpvoteDownvoteShare Job
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Required)Working knowledge of PCs (MS Windows and Office Products including Word, Excel, etc. Strong and effective teamwork, paired with communication polish and confidence, are critical for this role.
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At Mountain America, the Universal Banker recognizes and meets member needs by providing quality service through teller, branch operations, and loan servicing transactions and cross-selling products and services in order to help our members achieve their financial dreams.
Starting at $2 (competitive)Full-timeExpandApply NowActive JobUpdated 4 days ago - UpvoteDownvoteShare Job
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Physical Demands Consumer Retail - Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 – 10 lbs., occasional lifting of up to 30 lbs.
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High School Diploma or GED and 6 - 12 months of experience in banking as a Teller or Personal Banker or related field or an equivalent combination of education, training and experience. Assists branch officer with branch operations through the performance of assigned duties and projects, and the generation and maintenance of various reports.
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Developing strong partnerships with branch teammates and line of business partners – focusing on client acquisition and deepening the relationship of current clients; effectively managing internal and external centers of influence.
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Driving RequirementsAbility to routinely and frequently operate a motor vehicle with a valid driver's license. required) Foundational knowledge of sales and service techniques with clients, including tele-consulting, outside calling, prospecting, and networking.
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