Personal Banker

KeyBank • Tigard, OR

3d • Onsite

About The Position

The Personal Banker serves as a trusted advisor to individuals and businesses in the KeyBank community, helping clients identify financial needs and find tailored solutions to support their financial wellness. The role involves conversations with clients in person and by phone, proactive outreach, attracting new clients, and developing relationships with existing clients based on their financial goals. The position is client-focused, sales-driven, and requires self-motivation, competitiveness, effective teamwork, and polished communication.

Personal Bankers open personal and business accounts and other deposit and lending products, pursue individual activity and sales goals, and build partnerships with branch teammates and other business lines to acquire clients and deepen existing relationships. They follow operational, risk, security, audit, and documentation requirements, support branch transactions as needed, and participate in branch huddles and debriefs. The role is based in a branch and includes Saturday work as directed by management. Regular, predictable attendance and schedule flexibility in coordination with management are important.

Requirements

• High school diploma, GED, or equivalent business experience.
• At least 1 year of experience developing current and new 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, MS 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 digital platforms and capabilities.
• Ability to routinely and frequently operate a motor vehicle with a valid driver's license.
• Strong client-service, relationship-building, communication, time-management, and sales skills; sound judgment, integrity, and ability to handle cash transactions accurately and efficiently.

Nice To Haves

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

Responsibilities

• Deliver a strong client experience and engage with clients and teammates in a present, attentive manner.
• Identify financial wellness opportunities in in-person and telephone conversations and provide customized recommendations.
• Meet individual activity, behavior, sales, referral, and outcome goals.
• Open personal and business accounts and offer deposit, home equity, unsecured lending, and certificate of deposit products.
• Attract new clients and develop and deepen relationships with existing clients based on their financial goals.
• Build partnerships with branch teammates and business-line partners, and manage internal and external centers of influence.
• Follow operational, risk, security, and audit policies and procedures, including documenting client interactions appropriately.
• Support branch operations, including assisting with client transactions on the Teller line when needed.
• Participate in and occasionally facilitate in-person morning huddles and end-of-day debriefs.
• Work Saturdays as directed by management and maintain regular, predictable attendance.
• Perform other assigned duties and comply with KeyBank policies, procedures, values, and Code of Conduct.

Benefits

• The position is eligible for incentive compensation, which may include production, commission, and/or discretionary incentives.
• The posting refers applicants to a separate benefits list for eligible benefits but does not specify those benefits.

What This Job Offers

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