Personal Banker

KeyBank • Seattle, WA

13d • $21 - $31 • Onsite

About The Position

The Personal Banker serves as a trusted advisor and partner to individuals and businesses in KeyBank communities. The role engages clients in meaningful conversations to identify financial needs and provide customized guidance and solutions that support 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 around clients’ financial goals. The position calls for a client-first, sales-driven, self-motivated individual who works effectively with teammates and communicates with confidence.

The Personal Banker opens personal and business accounts and related deposit and lending products, builds partnerships with branch teammates and other lines of business, and works toward client acquisition and relationship growth. The role also supports branch operations, including assisting with teller transactions as needed, and follows applicable operational, risk, security, audit, and documentation requirements. Saturday work is required as directed by management.

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 such as 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.
• Ability to routinely and frequently operate a motor vehicle with a valid driver's license.
• Strong work ethic and high integrity.
• Excellent time-management skills.
• Strong verbal and non-verbal communication skills.
• Ability to handle cash transactions accurately and efficiently.
• 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.

Nice To Haves

• Bachelor's degree.
• Comfort interacting with small business clients, overcoming objections, and asking fact-finding questions to help clients.
• Notary license.

Responsibilities

• Provide a strong client experience by being present and attentive with clients and teammates.
• Identify financial wellness opportunities during in-person and telephone conversations and make customized recommendations.
• Meet individual activity, behavior, and outcome goals.
• Open personal and business accounts and offer deposit and lending products, including checking, small business accounts, home equity, unsecured lending, and certificates of deposit.
• Partner with branch teammates and other lines of business 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.

What This Job Offers

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