Personal Banker

KeyBank • Central Point, OR

3d • Onsite

About The Position

The Personal Banker serves individuals and businesses in KeyBank communities by identifying clients’ financial needs and providing tailored guidance and solutions to support their financial wellness. The role engages clients in person and through proactive calling, attracts new clients, and develops relationships with existing clients based on their financial goals. It is a sales-driven role requiring self-motivation, effective teamwork, polished communication, and confidence.

The Personal Banker opens personal and business accounts and other deposit and lending products, builds internal and external partnerships, supports branch operations, and follows operational, risk, security, audit, and documentation requirements. The role may assist with teller transactions, participates in branch huddles and debriefs, and works Saturdays as directed by management. Regular, predictable attendance and timeliness are essential. The role is based in a branch and includes client-facing work and routine operation of a motor vehicle.

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-based 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.
• Ability to meet the physical demands of the role, including prolonged standing, frequent hand use and forward reaching, occasional bending and lifting from floor height, frequent lifting of 1–10 pounds, and occasional lifting of up to 30 pounds.
• Strong work ethic, integrity, time management, communication, relationship-building, client-service, sales, judgment, and risk-management skills.
• Ability to handle cash transactions accurately and efficiently.

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 attentive and present with clients and teammates.
• Identify financial wellness opportunities in client conversations and provide customized recommendations.
• Meet individual activity, behavior, sales, and outcome goals.
• Open personal and business accounts and offer deposit and lending products, including consumer checking, small-business accounts, home equity, unsecured lending, and certificates of deposit.
• Build partnerships with branch teammates and line-of-business partners 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 and maintain timely, regular, and predictable attendance.
• Perform other duties as assigned and comply with KeyBank policies and procedures.

Benefits

• Incentive compensation, which may include production, commission, and/or discretionary incentives.
• Benefits are referenced, but specific benefits are not listed in the posting.

What This Job Offers

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