Personal Banker

KeyBank • Tigard, OR

5d • $21 - $31 • Onsite

About The Position

The Personal Banker serves as a trusted advisor and partner to individuals and businesses in KeyBank communities. The role involves engaging clients in substantive conversations to identify financial wellness needs and provide customized guidance and solutions, both in person and through proactive calling. As part of the branch team, the Personal Banker attracts new clients and develops existing relationships in line with clients’ financial goals. This is a client-first, sales-driven role requiring self-motivation, competitiveness, teamwork, and polished, confident communication.

The position supports branch operations, including opening personal and business accounts and assisting clients with teller transactions as needed. The Personal Banker follows operational, risk, security, audit, and documentation procedures; participates in branch huddles and debriefs; and works Saturdays as directed by management. Schedules are set in advance based on anticipated branch traffic, and regular, predictable attendance is essential. The role is based in a branch in Tigard, Oregon.

Requirements

• High school diploma, GED, or equivalent business experience.
• At least 1 year of experience developing customer relationships, achieving sales goals, and building referral sources.
• Understanding of consumer credit, including loan-to-value, debt-to-income, and credit reports.
• Foundational knowledge of sales and service techniques, including tele-consulting, outside calling, prospecting, and networking.
• Demonstrated experience influencing business partners and leveraging centers of influence.
• Working knowledge of PCs, Microsoft Windows, and Office products such as Word and Excel.
• Working knowledge of digital technology, including mobile devices, apps, and web browsing, and ability to educate clients about Key’s digital platforms and capabilities.
• Knowledge of client accounts and sound judgment in client interactions and transactions.
• Ability to achieve sales and referral goals through appointments and quality conversations, using lead lists, walk-ins, and professional contacts.
• Strong work ethic, integrity, and time-management skills.
• Ability to build and nurture client relationships, identify prospective clients, understand needs, and develop strategies to convert them into long-term clients.
• Ability to deliver attentive client service and resolve issues promptly.
• Ability to evaluate financial information, understand clients’ financial health, identify investment opportunities, and recommend strategies.
• Understanding of banking operational and transaction risks.
• Strong verbal and non-verbal communication skills.
• Ability to handle cash transactions accurately and efficiently.
• Ability to routinely and frequently operate a motor vehicle with a valid driver’s license.
• Ability to meet the physical demands of the role, including prolonged standing, frequent hand use and forward reaching, occasional bending, and lifting up to 30 pounds.

Nice To Haves

• Bachelor’s degree.
• Comfort interacting with small business clients, overcoming objections, and asking fact-finding questions.
• Notary license.

Responsibilities

• Provide a strong client experience by being present and attentive with clients and teammates.
• Identify financial wellness opportunities in client conversations and provide customized recommendations.
• Attain individual activity, behavior, and outcome goals.
• Open personal and business accounts, including checking, deposit products, home equity, unsecured lending, and certificates of deposit.
• Partner with branch teammates and other lines of business to acquire clients and deepen existing relationships.
• Manage internal and external centers of influence.
• Follow operational, risk, security, and audit policies and procedures, including documentation of client interactions.
• Support 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 Saturdays as directed by management.
• Perform other duties as assigned and comply with KeyBank policies, procedures, and Code of Conduct.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED