Personal Banker

KeyBank•Spanaway, WA

19d•$21 - $31•Onsite

About The Position

The Personal Banker serves as a trusted advisor and partner to people and businesses in KeyBank communities. The role engages clients in meaningful conversations to identify financial wellness needs and provide customized guidance and solutions, both in person and through proactive calling. As part of a branch team, the Personal Banker attracts new clients and develops existing relationships around clients’ financial goals. The role is client-first, sales-driven, and self-motivated, with teamwork, polished communication, and confidence central to success. The position involves opening personal and business accounts and related deposit and lending products, building partnerships with branch teammates and other lines of business, and supporting branch operations, including teller transactions as needed. The Personal Banker helps clients move forward in their financial journey while following operational, risk, security, audit, and documentation requirements. Saturday work is required 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, including MS Windows and 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 Key digital platforms and capabilities.
Knowledge of client accounts and banking relationships, with sound judgment in client interactions and transactions.
Ability to achieve sales and referral goals through appointments and quality conversations, using system-generated lead lists, walk-ins, and professional contacts.
Strong work ethic and high level of integrity.
Excellent time-management skills.
Ability to build and nurture client relationships, identify prospective clients, understand needs, and develop strategies to establish long-term relationships.
Ability to deepen existing relationships by recommending products and services suited to clients’ evolving needs.
Strong client-service skills, including attentiveness and prompt issue resolution.
Ability to evaluate financial information, understand clients’ financial health, identify opportunities, and recommend strategies.
Understanding of risks associated with banking operations and client transactions.
Strong verbal and non-verbal communication skills.
Accurate and efficient handling of cash transactions.
Ability to routinely and frequently operate a motor vehicle with a valid driver's license.
Ability to meet the stated physical demands, including prolonged standing, frequent hand use and forward reaching, occasional bending, and lifting items up to 30 pounds.

Nice To Haves

Bachelor's degree.
Comfort interacting with small-business clients, overcoming objections, and asking fact-finding questions with the goal of being helpful.
Notary license.

Responsibilities

Provide a strong client experience by being present with clients and teammates and recognizing the impact of each interaction.
Identify financial wellness opportunities in in-person and telephone conversations and offer customized recommendations.
Meet individual activity, behavior, and outcome goals and expectations.
Open personal and business accounts, including consumer checking, small-business accounts, deposit products, home equity, unsecured lending, and certificates of deposit.
Partner with branch teammates and other lines of business to acquire clients and deepen existing client relationships.
Manage internal and external centers of influence effectively.
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 duties as assigned and comply with KeyBank policies and procedures, including professional and ethical conduct and acting in clients’ best interests.