Personal Banker

We need to output HTML fragment with sections: h3 headings for sections present. Must not repeat job title. Must not include Job ID etc. Must preserve all substantive info, remove boilerplate (cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, application instructions). Also remove "Job Posting Expiration Date" maybe considered metadata? It's not a heading; we can fold minor metadata into short p or drop it. The instruction: "Do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short

or drop it." So we can include location maybe as a p? The location is given at top: "Location: 2547 Youngstown Lockport Road - Ransomville, New York 14131". That's metadata; we can put in a p. Also "Job Summary" is a heading? The posting includes "Job Summary" as a heading? It appears as "Job Summary". According to rules, we should use

for section headings like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. "Job Summary" could be considered "About the role". We'll map to appropriate heading. We need sections only when posting has real specific content. We have content for About the role (Job Summary), Responsibilities (Essential Functions), Requirements (Education, Work Experience, Licenses and Certifications), Skills (Skills, Core Competencies maybe), Benefits (Compensation And Benefits includes pay range and benefits link), Pay (we have compensation range), maybe Schedule (Work Saturdays as directed, etc). Also Physical Demands and Driving Requirements maybe not required sections; but we could include under "Requirements" or separate? The instruction: prefer few substantive sections over many thin ones. So we can combine some. We need to output only HTML fragment, no html/body tags, no markdown fences. Let's decide sections: - About the role (Job Summary) - Responsibilities (Essential Functions) - Requirements (Education, Work Experience, Licenses and Certifications) - Skills (Skills, Core Competencies, Physical Demands, Driving Requirements maybe) - Pay (Compensation And Benefits includes base hourly rate range) - Benefits (maybe mention benefits link; but we have no detail besides link; we could include Benefits section with note about benefits eligibility and link) - Schedule (Work on Saturdays as directed, maybe also mention branch location? Not needed.) We must not create sections with filler like "commensurate with experience". We have actual content. We need to use

• for any list of duties/requirements/benefits. So for responsibilities list, we need ul li. For requirements list (education, experience, licenses) we can also list. For skills list also. We must preserve all substantive information; do not invent or summarize away detail. So we need to include all details from the posting, but we can combine similar items. Let's extract content: Location: 2547 Youngstown Lockport Road - Ransomville, New York 14131 Job Summary paragraph: "Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. 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. 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. The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual. Strong and effective teamwork, paired with communication polish and confidence, are critical for this role. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey. We take pride in serving our clients and making them feel that no bank will fight harder for them." Essential Functions (list): - Embodies 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. - Listen for clues for financial wellness opportunities during in-person and over the phone client conversations and provide effective and customized financial wellness recommendations to clients. - Consistently attains individual activity, behavior, and outcome goals and expectations. - Opening personal and business accounts (consumer checking, small business, various deposit products, home equity, unsecured lending, certificates of deposit, etc.). - 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. - Ensuring compliance with operational, risk, security and audit procedures and policies including appropriate documentation of client interactions. - Support of branch operations including assisting with client transactions on the Teller line as needed. - Participate in and occasionally facilitate in-person morning huddles and end of day debriefs. - Work on Saturdays as directed by management. - Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice - Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key. Education: - High School Diploma , GED or equivalent business experience (required) or Bachelor's Degree (preferred) Work Experience: - Minimum 1 year of Experience in developing current and new customer relationships, achieving sales goals, and building referral sources. Experience with sales is more important than financial services experience. KeyBank provides the tools and training, but we need relationship builders with a curious nature who are great at sparking conversations. (required) - Understanding of consumer credit - including loan to value, debt to income and credit reports. (required) - Foundational knowledge of sales and service techniques with clients, including tele-consulting, outside calling, prospecting, and networking. (required) - Comfortable interacting with small business clients, overcoming objection, and asking fact-finding questions with the goal of being helpful. (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. (required) - Working knowledge of PCs (MS Windows and Office Products including Word, Excel, etc.). (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 Certifications: - Notary License (preferred) Skills (list): - Is knowledgeable about the client’s accounts and business with the bank and uses sound judgment with clients and transactions. - Demonstrated ability to attain sales and referral goals through preset appointments and quality conversations leading to recommendations that support clients’ financial wellness goals, leveraging system generated lead lists, walk-ins, and professional contacts. - Strong work ethic and high level of integrity. - Excellent time management skills. - Building and nurturing relationships with clients including identifying potential clients, engaging with them to understand their needs, and developing strategies to convert them into long-term clients. It also includes deepening relationships with existing clients by offering additional products and services that meet their evolving needs. - Being attentive to client needs, resolving issues promptly, and ensuring a positive banking experience. Excellent client service helps build trust and encourages clients to continue banking with KeyBank. - Ability to evaluate financial information to understand clients' financial health, identify investment opportunities, and recommend strategies. - Understanding and managing risks associated with banking operations and client transactions. - Strong verbal and non-verbal communication skills to understand clients' needs and recommend appropriate banking products and services. - Accurate and efficient handling of cash transactions. Core Competencies: - All KeyBank employees are expected to demonstrate Key’s Values and abide by Key’s Code of Conduct. 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. Driving Requirements: - Ability to routinely and frequently operate a motor vehicle with a valid driver's license. Work Location Category: Branch Compensation And Benefits: - This position is eligible to earn a base hourly rate in the range of $20.67 - $31.25 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation which may include production, commission, and/or discretionary incentives. Please click here for a list of benefits for which this position is eligible. Job Posting Expiration Date: 12/09/2026 (metadata) EEO boilerplate etc to remove. We need to remove boilerplate: EEO, accommodation request, etc. We also need to remove duplicated lines (none seen). Remove application instructions (none). Remove cookie/navigation/legal etc. We need to keep location maybe as a short p. We need to output only HTML fragment. Let's structure:

  Location: 2547 Youngstown Lockport Road - Ransomville, New York 14131

  About the role

  [Job Summary paragraph]

  Responsibilities

  • ... each essential function

  Requirements

  • Education: High School Diploma, GED or equivalent business experience (required) or Bachelor's Degree (preferred)
  • Work Experience: Minimum 1 year of Experience in developing current and new customer relationships, achieving sales goals, and building referral sources. Experience with sales is more important than financial services experience. KeyBank provides the tools and training, but we need relationship builders with a curious nature who are great at sparking conversations. (required)
  • Understanding of consumer credit - including loan to value, debt to income and credit reports. (required)
  • Foundational knowledge of sales and service techniques with clients, including tele-consulting, outside calling, prospecting, and networking. (required)
  • Comfortable interacting with small business clients, overcoming objection, and asking fact-finding questions with the goal of being helpful. (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. (required)
  • Working knowledge of PCs (MS Windows and Office Products including Word, Excel, etc.). (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 Certifications: Notary License (preferred)

  Skills

  • Is knowledgeable about the client’s accounts and business with the bank and uses sound judgment with clients and transactions.
  • Demonstrated ability to attain sales and referral goals through preset appointments and quality conversations leading to recommendations that support clients’ financial wellness goals, leveraging system generated lead lists, walk-ins, and professional contacts.
  • Strong work ethic and high level of integrity.
  • Excellent time management skills.
  • Building and nurturing relationships with clients including identifying potential clients, engaging with them to understand their needs, and developing strategies to convert them into long-term clients. It also includes deepening relationships with existing clients by offering additional products and services that meet their evolving needs.
  • Being attentive to client needs, resolving issues promptly, and ensuring a positive banking experience. Excellent client service helps build trust and encourages clients to continue banking with KeyBank.
  • Ability to evaluate financial information to understand clients' financial health, identify investment opportunities, and recommend strategies.