Personal Banker

KeyBank•Aloha, OR

5d•$21 - $31•Onsite

About The Position

The Personal Banker helps individuals and businesses in KeyBank communities with their financial wellness. The role engages clients in person and through proactive calls to understand their needs, provide customized guidance, attract new clients, and develop relationships with existing clients based on their financial goals. This is a client-first, sales-driven role requiring self-motivation, competitiveness, effective teamwork, and confident communication. The Personal Banker opens consumer and business accounts and related deposit and lending products, builds partnerships with branch teammates and other business lines, and supports branch operations, including teller transactions as needed. The position follows operational, risk, security, audit, and documentation requirements. It is branch-based in Aloha, Oregon, and requires working Saturdays as directed by management. Schedules are planned around branch traffic and client-service needs, with regular and predictable attendance expected.

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 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.
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, and recommend suitable 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 with the goal of being helpful.
Notary license.

Responsibilities

Provide a strong client experience by being present and attentive with clients and teammates.
Identify financial wellness opportunities in client conversations and make effective, customized recommendations.
Meet individual activity, behavior, and outcome goals and expectations.
Open personal and business accounts, including checking, deposit products, home equity, unsecured lending, and certificates of deposit.
Build partnerships with branch teammates and other lines of business to acquire clients and deepen existing client 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 clients with teller-line transactions as needed.
Participate in and occasionally facilitate in-person morning huddles and end-of-day debriefs.
Work Saturdays as directed by management.
Schedule appointments outside working hours when practical and give the manager advance notice when appointments must occur during working hours.
Perform other duties as assigned and comply with KeyBank policies, procedures, and Code of Conduct.