Personal Banker

KeyBank • Lakewood, WA

12d • 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 person and by phone to understand their financial needs and provide customized guidance and solutions that support financial wellness. Personal Bankers attract new clients and develop existing relationships around clients’ financial goals, helping them build confidence in their finances.

This is a client-first, sales-driven role requiring self-motivation, competitiveness, effective teamwork, polished communication, and confidence. The Personal Banker works toward activity, behavior, and outcome goals; opens personal and business accounts and other financial products; and collaborates with branch teammates and business partners to acquire clients and deepen existing relationships. The role also supports branch operations, including assisting with teller transactions as needed, and follows applicable operational, risk, security, audit, and documentation procedures.

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.
• Experience with sales; financial services experience is not required.
• 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, Microsoft Windows, and 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 KeyBank digital platforms and capabilities.
• Strong verbal and non-verbal communication skills.
• Strong work ethic, integrity, and time-management skills.
• 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 physical demands of the role, including prolonged standing, frequent hand use and reaching, occasional bending and lifting, and lifting items weighing up to 30 pounds.

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 with clients and teammates.
• Identify financial wellness opportunities in in-person and phone conversations and provide customized recommendations.
• Meet individual activity, behavior, sales, and outcome goals.
• Open personal and business accounts and offer products such as deposit accounts, home equity, unsecured lending, and certificates of deposit.
• Build partnerships with branch teammates and 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 morning huddles and end-of-day debriefs.
• Work Saturdays as directed by management.
• Comply with KeyBank policies and procedures, act professionally and ethically, avoid conflicts of interest, and act in the best interests of clients and KeyBank.
• Perform other duties as assigned.

Benefits

• The position is eligible for benefits; specific benefits are not listed.
• Incentive compensation may include production, commission, and/or discretionary incentives.

What This Job Offers

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