Personal Banker

KeyBank•Burlington, WA

20d•$21 - $31•Onsite

About The Position

The Personal Banker serves as a trusted advisor and partner to individuals and businesses in KeyBank communities. The role builds relationships by engaging clients in conversations about their financial needs and offering customized guidance and solutions to support financial wellness, both in person and through proactive calling. The Personal Banker works to attract new clients and deepen relationships with existing clients based on their financial goals. 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 branch operations as needed, including assisting clients with teller transactions. It requires working Saturdays as directed by management. The Personal Banker must follow applicable operational, risk, security, audit, and other KeyBank policies and procedures. The position is eligible for an hourly base rate of $20.67–$31.25, plus incentive compensation that may include production, commission, and/or discretionary incentives. Pay placement may vary based on factors such as skills, experience, and geographic location.

Requirements

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 client service techniques, including tele-consulting, outside calling, prospecting, and networking.
Demonstrated ability to influence business partners and leverage centers of influence, including investment, mortgage, and business banking sales professionals.
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's digital platforms and capabilities.
High school diploma, GED, or equivalent business experience.
Ability to routinely and frequently operate a motor vehicle and hold 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.
Strong work ethic and integrity, time management, communication, client relationship-building, client service, financial assessment, risk management, and cash-handling abilities.

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

Create a strong client experience by being present with clients and teammates and recognizing the impact of interactions.
Listen for financial wellness opportunities in in-person and phone conversations and provide 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 relationships; manage internal and external centers of influence.
Follow operational, risk, security, and audit policies and procedures, 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 assigned duties and comply with KeyBank policies, procedures, and its Code of Conduct.