Personal Banker

KeyBank•Milwaukie, OR

3d•Onsite

About The Position

The Personal Banker serves clients and businesses in KeyBank communities as a trusted advisor and partner, engaging clients in person and through proactive calling to identify financial wellness needs and provide tailored guidance and solutions. The role works to attract new clients and deepen relationships with existing clients based on their financial goals. It is a client-first, sales-driven position that requires self-motivation, competitiveness, effective teamwork, and confident communication. The Personal Banker opens personal and business accounts and supports branch operations, including assisting with teller-line transactions as needed. The role partners with branch teammates and other lines of business to acquire clients and expand relationships, follows operational, risk, security, audit, and documentation procedures, and participates in branch huddles and debriefs. Saturday work is required as directed by management. The position is based in a branch in Milwaukie, 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 client 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 about KeyBank digital platforms and capabilities.
Strong verbal and non-verbal communication skills.
Strong work ethic, integrity, and time-management skills.
Ability to evaluate financial information, identify client needs, and recommend appropriate strategies and products.
Ability to understand and manage banking and transaction risks.
Ability to handle cash transactions accurately and efficiently.
Ability to routinely and frequently operate a motor vehicle and hold a valid driver's license.
Ability to meet the stated physical demands, including prolonged standing, frequent hand use and reaching, and occasional bending and lifting.

Nice To Haves

Bachelor's degree.
Experience 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 in-person and telephone conversations and offer customized recommendations.
Meet individual activity, behavior, sales, and outcome goals.
Open personal and business accounts, including consumer checking, small business, deposit products, home equity, unsecured lending, and certificates of deposit.
Build partnerships with branch teammates and other lines of business to acquire clients and deepen existing relationships.
Manage internal and external centers of influence and referral relationships.
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 and the Code of Conduct.