Personal Banker R-42323 Personal Banker - Bilingual Spanish Preferred

KeyBank • Hillsboro, OR

3d • $21 - $31 • Onsite

About The Position

The Personal Banker serves as a trusted advisor to individuals and businesses in KeyBank communities, helping clients identify financial needs and supporting their financial wellness. Through in-person conversations and proactive calling, the role provides customized guidance, attracts new clients, and builds and expands relationships with existing clients according to their financial goals. The position is client-first, sales-driven, and depends on self-motivation, effective teamwork, and confident communication.

The Personal Banker opens personal and business accounts and related banking products, develops partnerships with branch teammates and other business lines, and supports branch operations, including teller transactions as needed. The role follows operational, risk, security, audit, and documentation requirements. The position is based in a branch and includes Saturday work as directed by management.

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, Microsoft Windows, and Office products, including 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.
• Ability to routinely and frequently operate a motor vehicle with a valid driver's license.
• Strong verbal and non-verbal communication, time management, work ethic, and integrity.
• Ability to build and nurture client relationships, identify needs, and recommend appropriate products and services.
• Ability to evaluate financial information, manage banking risks, and accurately handle cash transactions.

Nice To Haves

• Bachelor's degree.
• Comfort interacting with small business clients, overcoming objections, and asking fact-finding questions.
• Notary license.
• Bilingual Spanish is preferred.

Responsibilities

• Provide a strong client experience by being present and attentive with clients and teammates.
• Identify financial wellness opportunities during in-person and phone conversations and provide customized recommendations.
• Meet individual activity, behavior, sales, and outcome goals and expectations.
• Open personal and business accounts and related deposit and lending products.
• Build partnerships with branch teammates and line-of-business partners to attract clients and deepen existing relationships.
• Manage internal and external centers of influence and develop referral relationships.
• Follow operational, risk, security, and audit policies and procedures, including documenting client interactions appropriately.
• Support branch operations, including assisting clients with 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.

Benefits

• Incentive compensation, which may include production, commission, and/or discretionary incentives.
• Benefits are available; the posting refers applicants to a separate benefits list but does not specify the benefits in the description.

What This Job Offers

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