Personal Banker

KeyBank • Portland, OR

5d • $21 - $31 • Onsite

About The Position

The Personal Banker serves as a trusted advisor and partner to individuals and businesses in KeyBank communities. Through in-person and proactive phone conversations, the role identifies clients’ needs and provides tailored guidance and solutions to support their financial wellness. The Personal Banker attracts new clients and develops existing relationships around clients’ financial goals, helping them build confidence in their finances. This is a client-first, sales-driven role requiring self-motivation, competitiveness, teamwork, and polished, confident communication.

The position is based in a branch and supports branch operations, including client transactions on the Teller line as needed. The Personal Banker works with branch teammates and partners across business lines to acquire clients and strengthen existing relationships, while following operational, risk, security, audit, and conduct policies. 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, 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 Key’s digital platforms and capabilities.
• Strong verbal and non-verbal communication skills.
• Strong work ethic, integrity, and time-management skills.
• Ability to build and nurture client relationships, identify prospective clients, understand needs, and develop strategies to convert prospects into long-term clients.
• Ability to provide attentive client service and resolve issues promptly.
• Ability to evaluate financial information and recommend strategies based on clients’ financial health.
• Ability to understand and manage risks associated with banking operations and client transactions.
• Ability to handle cash transactions accurately and efficiently.
• 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, and occasional bending and lifting.

Nice To Haves

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

Responsibilities

• Provide a strong client experience by being present and attentive with every client and teammate.
• Identify financial wellness opportunities in in-person and phone conversations and provide customized recommendations.
• Meet individual activity, behavior, and outcome goals.
• Open personal and business accounts and offer applicable deposit, home equity, and unsecured lending products, among others.
• Partner with branch teammates and other business lines to acquire clients and deepen current 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.
• Perform other duties as assigned and comply with KeyBank policies, procedures, values, and Code of Conduct.

Benefits

• Incentive compensation, which may include production, commission, and/or discretionary incentives.
• The position is eligible for company benefits; 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