Personal Banker

KeyBank•Spanaway, WA

1d•Onsite

About The Position

The Personal Banker serves as a trusted advisor to individuals and businesses in the KeyBank community, helping clients identify financial needs and offering guidance and solutions to support their financial wellness. The role attracts new clients and deepens relationships with existing clients through in-person and proactive phone conversations. This is a client-first, sales-driven position requiring strong teamwork, communication, self-motivation, and confidence. The Personal Banker opens personal and business accounts and other 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 and may work Saturdays as directed by management. The role is based in a branch.

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, 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 Key digital platforms and capabilities.
Strong communication, relationship-building, client-service, time-management, and sales skills.
Strong work ethic and high level of integrity.
Ability to evaluate financial information, identify client needs, and recommend appropriate banking products and services.
Ability to manage banking and transaction risks and handle cash 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, occasional bending and lifting, and lifting items 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 and engage clients in conversations to identify financial wellness needs and recommend appropriate solutions.
Meet individual activity, behavior, sales, referral, and outcome goals.
Open personal and business accounts and offer relevant deposit and lending products.
Attract new clients and deepen relationships with current clients through appointments, conversations, calling, prospecting, networking, referrals, walk-ins, and professional contacts.
Build partnerships with branch teammates and internal and external business partners, including Key Investment Services, Mortgage, and Business Banking professionals.
Manage centers of influence and use sound judgment when working with clients and transactions.
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 Saturdays as directed by management.
Perform other assigned duties and comply with KeyBank policies, professional conduct standards, and its Code of Conduct.