Personal Banker

KeyBank•Seattle, WA

11d•Onsite

About The Position

The Personal Banker serves as a trusted advisor and problem solver for individuals and businesses in KeyBank communities. The role engages clients in conversations to uncover financial needs and provides customized guidance and solutions to support their financial wellness, both in person and through proactive calling. As part of a branch team, the Personal Banker attracts new clients and develops existing relationships based on clients’ financial goals. The position is client-first, sales-driven, and self-motivated, with teamwork, polished communication, and confidence essential to success. The role supports branch operations, follows operational, risk, security, audit, and documentation requirements, and may assist with client transactions on the Teller line. It is based in a branch and requires Saturday work as directed by management. The position is eligible for a base hourly rate of $20.67–$31.25, plus incentive compensation that may include production, commission, and/or discretionary incentives. Pay placement may vary based on skills, experience, and geographic location.

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 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 about Key’s digital platforms and capabilities.
Ability to routinely and frequently operate a motor vehicle with a valid driver’s license.

Nice To Haves

Bachelor’s degree.
Comfort interacting with small business clients, overcoming objections, and asking fact-finding questions to be helpful.
Notary license.

Responsibilities

Deliver a strong client experience by being present and attentive with clients and teammates.
Listen for opportunities to support clients’ financial wellness and provide customized recommendations during in-person and phone conversations.
Attain individual activity, behavior, and outcome goals and expectations.
Open personal and business accounts and other products, including checking, deposits, home equity, unsecured lending, and certificates of deposit.
Build partnerships 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 duties as assigned and comply with KeyBank policies and procedures, including professional and ethical conduct and acting in clients’ and Key’s best interests.