Personal Banker

KeyBank • Aloha, OR

3d • Onsite

About The Position

The Personal Banker serves clients and businesses in KeyBank communities as a trusted advisor and financial wellness partner. The role involves engaging clients in person and by phone to understand their financial needs, provide customized guidance, attract new clients, and deepen relationships with existing clients. The Personal Banker works as part of a branch team and is expected to be client-first, sales-driven, self-motivated, competitive, and an effective communicator and teammate.

The position supports clients with personal and business banking products, including consumer checking, small business accounts, deposit products, home equity, unsecured lending, and certificates of deposit. It also supports branch operations, including teller-line transactions as needed, and follows operational, risk, security, audit, and documentation requirements. The role is based in a branch and requires Saturday work as directed by management, regular and predictable attendance, and the ability to routinely operate a motor vehicle with a valid driver's license.

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-based browsing, and ability to educate clients about Key digital platforms and capabilities.
• Strong work ethic, high integrity, and excellent time-management skills.
• Ability to build and nurture client relationships, identify prospective clients, understand client needs, and develop strategies to create long-term relationships.
• Ability to serve clients attentively, resolve issues promptly, and support a positive banking experience.
• Ability to evaluate financial information, understand clients' financial health, identify investment opportunities, and recommend strategies.
• Ability to understand and manage risks associated with banking operations and client transactions.
• Strong verbal and non-verbal communication skills.
• 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 physical demands of 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.

Nice To Haves

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

Responsibilities

• Provide a strong client experience by being present with clients and teammates and supporting clients' financial wellness.
• Identify financial wellness opportunities through in-person and telephone conversations and provide customized recommendations.
• Attain individual activity, behavior, and outcome goals and expectations.
• Open personal and business accounts and assist clients with relevant deposit, home equity, unsecured lending, and certificate of deposit products.
• Develop partnerships with branch teammates and line-of-business partners to acquire clients and deepen existing client 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.

What This Job Offers

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