Personal Banker

KeyBank • Eugene, OR

19d • $21 - $31 • Onsite

About The Position

The Personal Banker serves as a trusted advisor and partner to individuals and businesses in the KeyBank community. The role focuses on understanding clients’ financial needs, providing personalized financial-wellness guidance, attracting new clients, and strengthening relationships with existing clients in person and through proactive outreach. This is a client-first, sales-driven position requiring self-motivation, competitiveness, effective teamwork, and confident communication.

The position is based in a branch and supports both relationship development and branch operations. Personal Bankers open personal and business accounts, recommend appropriate products and services, help clients use KeyBank’s digital platforms, and assist with transactions on the Teller line as needed. The role also requires compliance with operational, risk, security, audit, and documentation 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 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 client 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 on KeyBank digital platforms.
• Ability to routinely and frequently operate a motor vehicle with a valid driver's license.
• Strong client relationship-building, service, communication, time-management, and sales skills.
• Ability to evaluate financial information, manage banking and transaction risks, and handle cash accurately and efficiently.
• Strong work ethic and high level of integrity.

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 by being present and attentive with clients and teammates.
• Identify financial-wellness opportunities during in-person and telephone conversations and provide customized recommendations.
• Meet individual activity, behavior, sales, and outcome goals.
• Open personal and business accounts and offer appropriate deposit and lending products.
• Develop 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 morning huddles and end-of-day debriefs.
• Work Saturdays as directed by management.
• Perform other assigned duties and comply with KeyBank policies, procedures, and its Code of Conduct.

Benefits

• Incentive compensation, which may include production, commission, and/or discretionary incentives.

What This Job Offers

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