What are the responsibilities and job description for the Business Development Specialist position at KeyBank?
We are seeking a highly skilled and client-focused Personal Banker to join our team at KeyBank. In this role, you will be responsible for developing and expanding relationships with our existing clients, while also identifying and pursuing new business opportunities.
About the Role
You will work closely with our branch team to understand client needs and preferences, and provide tailored solutions to meet their financial goals. This is a dynamic and challenging role that requires strong communication skills, a results-driven mindset, and a passion for delivering exceptional client experiences.
Main Responsibilities
- Develop and maintain strong relationships with our clients, prioritizing their needs and satisfaction above all else.
- Listen actively for clues that indicate financial wellness opportunities, and provide personalized recommendations to support our clients' goals.
- Meet or exceed individual activity, behavior, and outcome expectations.
- Open personal and business accounts, offering a range of deposit products and services to meet our clients' needs.
- Collaborate with branch teammates and line of business partners to drive client growth and retention.
- Maintain compliance with operational, risk, security, and audit procedures and policies, ensuring accurate documentation of client interactions.
- Support branch operations, including assisting with client transactions on the Teller line as needed.
- Participate in and occasionally facilitate morning huddles and end-of-day debriefs.
Essential Qualifications
- A minimum of 1 year of experience in sales, customer service, or a related field.
- Strong understanding of consumer credit principles, including loan-to-value, debt-to-income, and credit reports.
- Fundamental knowledge of sales and service techniques, including tele-consulting, outside calling, prospecting, and networking.
- Ability to interact effectively with small business clients, overcoming objections and asking fact-finding questions to build trust and rapport.
