Personal Banker

KeyBank•Burlington, WA

19d•Onsite

About The Position

The Personal Banker serves individuals and businesses in KeyBank communities by identifying clients’ financial needs and offering guidance and solutions that support financial wellness. The role involves engaging clients in person and by phone, attracting new clients, and building and expanding relationships with existing clients based on their financial goals. The successful candidate is client-focused, sales-driven, self-motivated, competitive, and effective at communicating and working as part of a team. The position includes opening personal and business accounts and related deposit and lending products, making customized recommendations, achieving activity and sales goals, and coordinating with branch teammates and business partners. It also supports branch operations, including teller transactions as needed, and follows operational, risk, security, audit, documentation, and conduct requirements. The role works in a branch and may require work on Saturdays as directed by management.

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, Microsoft 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 on KeyBank digital platforms.
Strong verbal and non-verbal communication skills, time management, work ethic, and integrity.
Ability to build and nurture client relationships, identify prospective clients, understand client needs, and develop strategies to retain and grow relationships.
Ability to provide attentive client service and resolve issues promptly.
Ability to evaluate financial information, identify opportunities, and recommend strategies.
Understanding of 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 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.
Notary license.

Responsibilities

Provide a strong client experience and engage attentively with clients and teammates.
Identify financial wellness needs during in-person and telephone conversations and provide customized recommendations.
Meet individual activity, behavior, sales, and outcome goals.
Open personal and business accounts and related deposit and lending products.
Attract new clients and deepen relationships with existing clients based on their financial goals.
Build partnerships with branch teammates and line-of-business partners, and manage internal and external centers of influence.
Follow operational, risk, security, audit, and documentation policies and procedures.
Support branch operations, including assisting with client transactions on the teller line as needed.
Participate in and occasionally facilitate morning huddles and end-of-day debriefs.
Work Saturdays as directed by management.
Perform other assigned duties and comply with KeyBank policies, professional conduct standards, and ethical requirements.