Personal Banker

KeyBank•Seattle, WA

7d•$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 engages clients in deeper conversations to understand their needs and provide customized guidance and solutions that support financial wellness, both in person and through proactive calling. The Personal Banker attracts new clients and develops existing relationships around clients’ financial goals, helping them gain confidence in their finances. The position is client-focused, sales-driven, self-motivated, and competitive, and depends on effective teamwork, polished communication, and confidence. The role opens consumer and small-business accounts and other deposit and lending products, contributes to client acquisition and relationship growth, and supports branch operations, including teller transactions as needed. It follows operational, risk, security, audit, and documentation requirements, and participates in branch huddles and end-of-day debriefs. Work on Saturdays may be directed by management. Duties may change or be assigned as needed.

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 Microsoft Office products such as Word and Excel.
Working knowledge of digital technology, including mobile devices, apps, and web browsing, and ability to educate clients on Key’s digital platforms and capabilities.
Knowledge of client accounts and sound judgment regarding clients 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, time management, communication, client service, and relationship-building skills.
Ability to assess financial information, identify opportunities, recommend strategies, manage banking risks, and handle cash transactions accurately and efficiently.
Ability to routinely and frequently operate a motor vehicle with a valid driver’s license.
Able to meet the stated physical demands, including prolonged standing, frequent hand use and forward reaching, and occasional bending and lifting.

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 and be present with clients and teammates.
Listen for financial wellness opportunities in person and by phone, then provide effective, customized recommendations.
Meet individual activity, behavior, and outcome goals.
Open personal and business accounts and offer applicable deposit and lending products.
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 procedures and policies, including documenting client interactions appropriately.
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 assigned duties and comply with KeyBank policies, procedures, values, and Code of Conduct.