Personal Banker - Bilingual Spanish Preferred

KeyBank • Hillsboro, OR

1d • Onsite

About The Position

The Personal Banker serves clients and businesses in KeyBank communities by learning about their financial needs and recommending customized solutions to support financial wellness. The role builds relationships with new and existing clients through in-person conversations, proactive calling, appointments, referrals, and other outreach. It is a sales-driven branch position requiring a client-first approach, self-motivation, effective teamwork, and confident communication.

The Personal Banker opens personal and business accounts and connects clients with relevant products and services. The position partners with branch teammates and other lines of business to acquire clients and deepen existing relationships, while following operational, risk, security, documentation, and audit requirements. The banker may assist with teller transactions, participate in branch huddles and debriefs, and work Saturdays as directed by management. The role is based at the Hillsboro, Oregon branch.

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 about Key's digital platforms and capabilities.
• Strong verbal and non-verbal communication skills.
• Strong work ethic, integrity, and time management skills.
• Ability to routinely and frequently operate a motor vehicle with a valid driver's license.
• Ability to meet the physical demands of prolonged standing, frequent hand use and forward reaching, occasional bending and lifting, 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.
• Bilingual Spanish ability is preferred.

Responsibilities

• Provide a strong client experience by being present and attentive with clients and teammates.
• Identify financial wellness opportunities in in-person and telephone conversations and offer customized recommendations.
• Meet individual activity, behavior, sales, and outcome goals.
• Open personal and business accounts and offer relevant deposit and lending products.
• Build partnerships with branch teammates and business-line partners to acquire clients and deepen existing relationships.
• 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 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 its Code of Conduct.

Benefits

• The position is eligible for incentive compensation, which may include production, commission, and/or discretionary incentives.
• The posting refers applicants to a benefits list but does not specify individual benefits.

What This Job Offers

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