Jobs · Finance · Utah

Personal Banker

KeyBank · Park City, UT · 1 mo ago
Finance$20.67–$31.25/hrFull-time
We need to output HTML fragment with sections: About the role? The posting includes Job Summary, Essential Functions, Education, Work Experience, Licenses and Certifications, Skills, Core Competencies, Physical Demands, Driving Requirements, Work Location Category, Compensation And Benefits, Job Posting Expiration Date, EEO etc. We need to remove boilerplate: cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, application instructions. Also remove Job ID/requisition numbers as headings. We need to use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). Use
  • for any list of duties/requirements/benefits, and

    for prose. Do NOT repeat the job title as a heading (the page already shows it) and do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short

    or drop it. Preserve ALL substantive information; do NOT invent or summarize away detail. Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. IMPORTANT: include a section ONLY when the posting has real, specific content for it — never emit a heading followed by filler/placeholder text (e.g. "commensurate with experience", "not specified", "N/A", "varies", "TBD") and never create Pay/Schedule/Benefits sections unless the posting actually states them. Prefer a few substantive sections over many thin ones. Output ONLY the HTML fragment — no /, no markdown code fences. Thus we need to decide which sections to include based on content. We have: - Job Summary: description of role. Could be "About the role" or "Job Summary". Use

    About the role

    maybe. - Essential Functions: list of duties. Could be "Responsibilities". Use

    Responsibilities

    with
      . - Education: "Education" heading. Could be "Qualifications". Use

      Qualifications

      maybe. - Work Experience: "Work Experience". Could be part of Qualifications or Requirements. We could combine Education and Work Experience under Qualifications. - Licenses and Certifications: "Licenses and Certifications". Could be part of Qualifications. - Skills: "Skills". Use

      Skills

      with list. - Core Competencies: maybe part of Skills or Qualifications. Could be omitted if redundant. - Physical Demands: maybe not needed? It's substantive but not typical heading. Could be "Physical Requirements". Not in allowed list but we can still use

      Physical Demands

      if we want. The instruction says use

      for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It says e.g., not exclusive. So we can use other headings as needed, but better to stick to those. However Physical Demands is substantive; we could include under a heading like "Physical Demands". It's allowed as heading. - Driving Requirements: similar. - Work Location Category: maybe minor metadata; could be folded into a short

      . - Compensation And Benefits: includes pay range and incentive compensation, plus benefits link. So we need Pay and Benefits sections. The instruction: never create Pay/Schedule/Benefits sections unless the posting actually states them. It does state compensation and benefits. So we should include Pay and Benefits sections. Possibly combine? Could have

      Pay

      with p about hourly range and incentive.

      Benefits

      with p about eligibility and link. - Job Posting Expiration Date: minor metadata; could be folded into a short

      or dropped. Probably drop as not essential. - EEO etc: remove. Thus final HTML: sections: About the role (Job Summary), Responsibilities (Essential Functions), Qualifications (Education, Work Experience, Licenses and Certifications), Skills, Physical Demands, Driving Requirements, Pay, Benefits. Possibly also Work Location as a short p. We need to use

      • for any list of duties/requirements/benefits. For prose use

        . We need to preserve all substantive information; do not invent or summarize away detail. So we need to include all details from each section. Let's extract content. 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." We'll put that in

        . Essential Functions list: each sentence seems a duty. Let's list them: - 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. We'll put each as

      • . Education: "High School Diploma , GED or equivalent business experience (required) or Bachelor's Degree (preferred)". We'll put as

        maybe. Work Experience: "Minimum of 1 year's 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)". We'll list as

        • each bullet. Licenses and Certifications: "Notary License (preferred)". We'll put as

          maybe. Skills: list of skills sentences. Let's extract: - 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. We'll put as

          • . Core Competencies: "All KeyBank employees are expected to demonstrate Key’s Values and abide by Key’s Code of Conduct." Could be omitted as generic; but it's substantive? It's a statement. Could be included under Qualifications maybe. But to avoid thin sections, we could incorporate into Qualifications

            . However it's not a list; we can put as

            . 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." We'll put as

            . Driving Requirements: "Ability to routinely and frequently operate a motor vehicle with a valid driver's license."

            . Work Location Category: "Branch". Could be short

            maybe under About the role? But we can drop as minor. 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." We need Pay section: base hourly rate range and incentive compensation. Benefits section: mention eligibility and link. We'll put Pay:

            Base hourly rate: $20.67 - $31.25 per hour; placement based on skills, experience, geographic location. Incentive compensation may include production, commission, and/or discretionary incentives.

            Benefits:

            Eligible for benefits; see list of benefits for details.

            But we shouldn't invent link text; we can just say "Please click here for a list of benefits for which this position is eligible." Keep as is. Job Posting Expiration Date: we can drop. EEO etc: remove. Now ensure we don't repeat job title as heading. We don't have job title. Now produce HTML fragment. We'll structure:

            About the role

            ...

            Responsibilities

            • ...
            • ...

            Qualifications

            Education: High School Diploma, GED or equivalent business experience (required) or Bachelor's Degree (pre

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