Personal Banker

KeyBank • Seattle, WA

19d • Onsite

About The Position

The Personal Banker serves as a trusted advisor to individuals and businesses in KeyBank communities. The role engages clients in meaningful conversations to identify financial wellness needs and provide customized guidance and solutions, both in person and through proactive calling. As a member of the branch team, the Personal Banker attracts new clients and develops relationships with existing clients based on their financial goals. The position is client-focused, sales-driven, self-motivated, and collaborative, requiring strong communication skills and confidence.

The Personal Banker opens personal and business accounts, supports client transactions and branch operations, and builds partnerships with branch teammates and other lines of business. The role is responsible for meeting individual activity and sales goals, following operational and compliance procedures, and helping clients use KeyBank's digital platforms. This position is based in a branch and may include Saturday work as directed by management.

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 ability to influence business partners and leverage centers of influence.
• Working knowledge of PCs, MS Windows, and Office products such as Word and Excel.
• Working knowledge of digital technology, including mobile devices, apps, and web-based browsing, and ability to educate clients about Key digital platforms and capabilities.
• Ability to use sound judgment with clients and transactions and understand clients' accounts and banking relationships.
• Ability to attain sales and referral goals through appointments and quality conversations, using lead lists, walk-ins, and professional contacts.
• Strong work ethic, integrity, time management, and verbal and non-verbal communication skills.
• Ability to interact with small business clients, overcome objections, and ask fact-finding questions is required only if treated as required; posting lists this qualification as preferred.
• 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 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.
• Comfort interacting with small business clients, overcoming objections, and asking fact-finding questions.
• Notary license.

Responsibilities

• Create a strong client experience by being present with clients and teammates.
• Identify financial wellness opportunities in client conversations and provide customized recommendations.
• Meet individual activity, behavior, and outcome goals.
• Open personal and business accounts and offer relevant deposit and lending products.
• Build partnerships with branch teammates and line-of-business partners to attract 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 morning huddles and end-of-day debriefs.
• Work on Saturdays as directed by management.
• Perform other duties as assigned and comply with KeyBank policies and procedures.
• Build and nurture client relationships, identify prospective clients, and develop strategies to convert them into long-term clients.
• Deepen existing client relationships by offering products and services suited to evolving needs.
• Address client needs and resolve issues promptly to support a positive banking experience.
• Evaluate client financial information and recommend appropriate strategies and banking products.
• Manage risks associated with banking operations and client transactions.
• Handle cash transactions accurately and efficiently.
• Routinely and frequently operate a motor vehicle with a valid driver's license.

Benefits

• Incentive compensation may include production, commission, and/or discretionary incentives.
• Benefits eligibility is referenced, but specific benefits are not listed.

What This Job Offers

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