Personal Banker

KeyBank•Puyallup, WA

7d•$21 - $31•Onsite

About The Position

The Personal Banker serves as a trusted advisor to individuals and businesses in KeyBank communities, engaging clients in meaningful conversations to identify financial wellness needs and recommend tailored solutions. The role builds relationships with new and existing clients, supports their financial goals, and contributes to branch sales and client acquisition. Success requires a client-first, sales-driven, self-motivated approach, effective teamwork, and confident communication. The Personal Banker opens personal and business accounts, develops relationships with clients and business partners, and supports branch operations, including assisting with teller transactions when needed. The position also requires compliance with operational, risk, security, audit, and documentation policies. Work is performed in a branch and includes Saturday shifts 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.
Knowledge of client accounts and banking relationships, with sound judgment in client interactions and transactions.
Ability to attain sales and referral goals through appointments and quality conversations, using lead lists, walk-ins, and professional contacts.
Strong work ethic, integrity, and time-management skills.
Ability to build, maintain, and deepen client relationships and provide effective client service.
Ability to evaluate financial information, identify opportunities, and recommend strategies.
Understanding of risks associated with banking operations and client transactions.
Strong verbal and non-verbal communication skills.
Ability to handle cash transactions accurately and efficiently.
Ability to routinely and frequently operate a motor vehicle and hold a valid driver's license.
Ability to meet the physical demands of prolonged standing, frequent hand use and reaching, occasional bending and lifting, and frequent lifting of 1–10 pounds and occasional lifting of up to 30 pounds.

Nice To Haves

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

Responsibilities

Provide a positive client experience and be present and attentive with clients and teammates.
Identify financial wellness opportunities in in-person and telephone conversations and provide customized recommendations.
Meet individual activity, behavior, and outcome goals.
Open personal and business accounts and related deposit and lending products.
Build relationships with branch teammates and line-of-business partners 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, values, and Code of Conduct.