Personal Banker

KeyBank•Puyallup, WA

6d•Onsite

About The Position

The Personal Banker serves as a trusted advisor and financial-wellness partner to individuals and businesses in KeyBank communities. The role engages clients in person and by phone to understand their financial needs, provide tailored guidance, attract new clients, and deepen relationships with existing clients. The position is sales-driven and requires effective teamwork, polished communication, confidence, and self-motivation. The Personal Banker opens personal and business accounts and supports branch operations, including assisting with teller transactions as needed. The role works with branch teammates and partners across business lines to acquire clients and develop existing relationships, while following operational, risk, security, audit, and documentation requirements. The position is based in a branch and includes working Saturdays as directed by management. Other duties may be assigned or changed at any time. The position requires a high school diploma, GED, or equivalent business experience; a bachelor's degree is preferred. One or more years of experience developing customer relationships, achieving sales goals, and building referral sources is required. The role also requires knowledge of consumer credit, sales and service techniques, business-partner influence, computers, and digital banking technology. A notary license and experience with small business clients are preferred. The position is eligible for a base hourly rate of $20.67–$31.25, with potential incentive compensation, including production, commission, and/or discretionary incentives. Placement in the pay range may vary based on factors such as skills, experience, and geographic location. The job posting expires January 29, 2027.

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 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 Office products including Word and Excel.
Working knowledge of digital technology, including mobile devices, apps, and web browsing, and ability to educate clients about Key digital platforms and capabilities.
Strong verbal and non-verbal communication skills, time-management skills, work ethic, and integrity.
Ability to build and nurture client relationships, identify prospective clients, understand client needs, and develop strategies to convert prospects into long-term clients.
Ability to deepen relationships with existing clients by recommending products and services that meet their needs.
Ability to evaluate financial information, understand client financial health, identify opportunities, and recommend strategies.
Ability to understand and manage risks associated with banking operations and client transactions.
Accurate and efficient cash-handling ability.
Ability to routinely and frequently operate a motor vehicle with a valid driver's license.
Ability to work Saturdays as directed by management.

Nice To Haves

Bachelor's degree.
Comfort interacting with small-business clients, overcoming objections, and asking fact-finding questions with the goal of being helpful.
Notary license.

Responsibilities

Engage clients in person and by phone to identify financial-wellness needs and provide customized recommendations.
Attract new clients and develop and expand relationships with existing clients based on their financial goals.
Meet individual activity, behavior, and outcome goals and expectations.
Open personal and business accounts, including consumer checking, small-business and deposit products, home-equity and unsecured lending products, 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 assigned duties and comply with KeyBank policies, procedures, values, and Code of Conduct.
Use client conversations, appointments, lead lists, walk-ins, and professional contacts to make appropriate recommendations and achieve sales and referral goals.
Handle cash transactions accurately and efficiently, resolve client issues, and provide a positive banking experience.
Routinely and frequently operate a motor vehicle with a valid driver's license.