Personal Banker

KeyBank•Eugene, OR

18d•Onsite

About The Position

The Personal Banker serves as a trusted advisor and partner to individuals and businesses in KeyBank communities. The role involves engaging clients in deeper conversations to understand their needs and offering guidance and customized financial wellness solutions, both in person and through proactive calling. As part of the branch team, the Personal Banker attracts new clients and develops existing relationships in support of clients’ financial goals and confidence. This is a client-first, sales-driven role that requires self-motivation, competitiveness, effective teamwork, and confident communication. The position supports branch operations, including assisting with client transactions on the Teller line as needed. The Personal Banker works Saturdays as directed by management and may be assigned other duties or responsibilities. The role is based in a branch at 1980 River Road, Eugene, Oregon 97404.

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 Microsoft Office products, including Word and Excel.
Working knowledge of digital technology, including mobile devices, apps, and web-based browsing, and ability to educate clients about Key’s digital platforms and capabilities.
Strong work ethic and high level of integrity.
Excellent time-management skills.
Strong verbal and non-verbal communication skills.
Ability to build and nurture client relationships, identify potential clients, understand their needs, and develop strategies to convert them into long-term clients.
Ability to deepen existing client relationships by offering products and services suited to clients’ evolving needs.
Ability to provide attentive client service and resolve issues promptly.
Ability to evaluate financial information, understand clients’ financial health, identify investment opportunities, and recommend strategies.
Ability to understand and manage risks associated with banking operations and client transactions.
Ability to handle cash transactions accurately and efficiently.
Ability to routinely and frequently operate a motor vehicle with a valid driver's license.
Ability to meet the stated physical demands, including prolonged standing, frequent hand use and reaching, and occasional bending and lifting.

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

Provide a strong client experience by being present with clients and teammates.
Listen for 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 other products, including checking, deposit products, home equity, unsecured lending, and certificates of deposit.
Partner with branch teammates and line-of-business partners to acquire clients and deepen existing client relationships.
Manage internal and external centers of influence.
Follow operational, risk, security, and audit procedures and policies, 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.