Personal Banker

KeyBank•Tacoma, WA

26d•Onsite

About The Position

The Personal Banker serves individuals and businesses in KeyBank communities as a trusted advisor and relationship builder. The role engages clients in person and by phone to understand their financial needs and provide customized guidance and solutions that support financial wellness. The Personal Banker attracts new clients, develops relationships with existing clients, and helps clients pursue their financial goals. This is a sales-driven position requiring strong teamwork, polished communication, confidence, and a self-motivated approach. The position is based at a KeyBank branch in Tacoma, Washington. It supports branch operations, including assisting with teller-line transactions as needed, and requires working Saturdays as directed by management. The role must follow operational, risk, security, audit, and other KeyBank policies and 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.
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, including 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 verbal and non-verbal communication skills.
Ability to routinely and frequently operate a motor vehicle with a valid driver's license.
Ability to meet the physical demands of prolonged standing, frequent hand use and forward reaching, occasional bending and lifting from floor height, frequent lifting of 1–10 pounds, and occasional lifting of 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 positive client experience and engage attentively with clients and teammates.
Identify financial wellness opportunities in in-person and telephone conversations and offer customized recommendations.
Meet individual activity, behavior, and outcome goals.
Open personal and business accounts and offer deposit products and lending products, including home equity and unsecured lending.
Build partnerships 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 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, its Code of Conduct, and ethical business practices.