Talent.com
Personal Banker
Personal BankerKeyCorp • Seattle, WA, US
No longer accepting applications
Personal Banker

Personal Banker

KeyCorp • Seattle, WA, US
30+ days ago
Job type
  • Full-time
Job description

Personal Banker

Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. Personal Bankers engage clients in deeper conversations to uncover needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts. As part of the branch team, the Personal Banker will work toward attracting new clients to Key and work with existing clients to develop and expand relationships based on their unique financial goals, leading to client confidence in their finances. The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual. Strong and effective teamwork, paired with communication polish and confidence, are critical for this role. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey. We take pride in serving our clients and making them feel that no bank will fight harder for them.

Essential Functions :

  • Embodies a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their day, personally, professionally, and financially.
  • Listen for clues for financial wellness opportunities during in-person and over the phone client conversations and provide effective and customized financial wellness recommendations to clients.
  • Consistently attains individual activity, behavior, and outcome goals and expectations.
  • Opening personal and business accounts (consumer checking, small business, various deposit products, home equity, unsecured lending, certificates of deposit, etc.).
  • Developing strong partnerships with branch teammates and line of business partners focusing on client acquisition and deepening the relationship of current clients; effectively managing internal and external centers of influence.
  • Ensuring compliance with operational, risk, security and audit procedures and policies including appropriate documentation of client interactions.
  • Support of 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 on Saturdays as directed by management.
  • Performs other duties as assigned; duties, responsibilities and / or activities may change, or new ones may be assigned at any time with or without notice
  • Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key.

Education :

  • High School Diploma, GED or equivalent business experience (required) or
  • Bachelor's Degree (preferred)
  • Work Experience :

  • Minimum of 1 year of experience in developing current and new customer relationships, achieving sales goals, and building referral sources. Experience with sales is more important than financial services experience. KeyBank provides the tools and training, but we need relationship builders with a curious nature who are great at sparking conversations. (required)
  • Understanding of consumer credit - including loan to value, debt to income and credit reports. (required)
  • Foundational knowledge of sales and service techniques with clients, including tele-consulting, outside calling, prospecting, and networking. (required)
  • Comfortable interacting with small business clients, overcoming objection, and asking fact-finding questions with the goal of being helpful. (preferred)
  • Demonstrated experience with influencing business partners and leveraging centers of influence, as this role will require significant influence of partners such as Key Investment Services, Mortgage and Business Banking sales professionals. (required)
  • Working knowledge of PCs (MS Windows and Office Products including Word, Excel, etc.). (required)
  • Working knowledge of digital technology (mobile, apps, web-based browsing) and ability to educate clients on digital platforms and capabilities within Key (required)
  • Licenses and Certifications :

  • Notary License (preferred)
  • Skills :

  • Is knowledgeable about the client's accounts and business with the bank and uses sound judgment with clients and transactions.
  • Demonstrated ability to attain sales and referral goals through preset appointments and quality conversations leading to recommendations that support clients' financial wellness goals, leveraging system generated lead lists, walk-ins, and professional contacts.
  • Strong work ethic and high level of integrity.
  • Excellent time management skills.
  • Building and nurturing relationships with clients including identifying potential clients, engaging with them to understand their needs, and developing strategies to convert them into long-term clients. It also includes deepening relationships with existing clients by offering additional products and services that meet their evolving needs.
  • Being attentive to client needs, resolving issues promptly, and ensuring a positive banking experience. Excellent client service helps build trust and encourages clients to continue banking with KeyBank.
  • Ability to evaluate financial information to understand clients' financial health, identify investment opportunities, and recommend strategies.
  • Understanding and managing risks associated with banking operations and client transactions.
  • Strong verbal and non-verbal communication skills to understand clients' needs and recommend appropriate banking products and services.
  • Accurate and efficient handling of cash transactions.
  • Core Competencies :

  • All KeyBank employees are expected to demonstrate Key's Values and abide by Key's Code of Conduct.
  • Physical Demands :

  • Consumer Retail - Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate / grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 10 lbs., occasional lifting of up to 30 lbs.
  • Driving Requirements :

  • Ability to routinely and frequently operate a motor vehicle with a valid driver's license.
  • Work Location Category :

  • Branch
  • Compensation and Benefits :

    This position is eligible to earn a base hourly rate in the range of $20.19 - $30.77 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation subject to individual and company performance.

    For a list of benefits for which this position is eligible, please visit the benefits page.

    KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.

    Create a job alert for this search

    Personal Banker • Seattle, WA, US

    Related jobs
    Personal Banker

    Personal Banker

    WaFd Bank • Bellevue, WA, US
    Full-time
    Want to help strengthen your community's financial health? Looking for an employer that will inspire you and support your career in finance? Your search is over. WaFd Bank is hiring a Personal Banke...Show more
    Last updated: 30+ days ago • Promoted
    Relationship Banker (South Lake Union Experience Center) (FULL TIME ON-SITE)

    Relationship Banker (South Lake Union Experience Center) (FULL TIME ON-SITE)

    First Tech Federal Credit Union • Seattle, WA, United States
    Full-time
    The Relationship Banker is a frontline financial partner (financial MDs) that is part of a supportive and dynamic member focused sales team. As a Relationship Banker, you'll work in a fast-paced env...Show more
    Last updated: 30+ days ago • Promoted
    Personal Finance Consultant

    Personal Finance Consultant

    The Strickland Group • Seattle, WA, US
    Full-time
    Quick Apply
    Join Our Team as a Personal Finance Consultant!.Are you passionate about building powerful brands and creating impactful marketing strategies?. We are looking for a Personal Finance Consultant ...Show more
    Last updated: 30+ days ago
    Personal Banker

    Personal Banker

    Seattle Staffing • Seattle, WA, US
    Full-time
    Location : 275 Andover Park W - Seattle, Washington 98188-2804.Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. Personal Bankers engage clie...Show more
    Last updated: 24 days ago • Promoted
    Financial Wellness Banker

    Financial Wellness Banker

    KeyCorp • Bellevue, WA, US
    Full-time
    Location : 10655 NE 4th Street - Bellevue, Washington 98004 Bellevue Branch.Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities.The...Show more
    Last updated: 30+ days ago • Promoted
    Personal Banker

    Personal Banker

    Key Bank • Kirkland, WA, United States
    Full-time
    Totem Lake Boulevard - Kirkland, Washington 98034.Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. Personal Bankers engage clients in deeper...Show more
    Last updated: 6 days ago • Promoted
    Sales Executive, Personal Insurance

    Sales Executive, Personal Insurance

    Travelers Insurance • Bellevue, WA, United States
    Full-time
    Taking care of our customers, our communities and each other.By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 17...Show more
    Last updated: 30+ days ago • Promoted
    Executive Personal Assistant

    Executive Personal Assistant

    Insight Global • Bellevue, WA, United States
    Full-time
    Insight Global is currently hiring a highly organized and polished Executive Personal Assistant to provide comprehensive support to a very successful Lead Financial Advisor.This role requires manag...Show more
    Last updated: 18 days ago • Promoted
    Wealth Advisor - Mechanics Bank

    Wealth Advisor - Mechanics Bank

    LPL Financial • Federal Way, WA, US
    Full-time
    LPL Financial collaborates with banks to provide a comprehensive suite of financial services tailored to their clients needs. This exciting opportunity at Mechanics Bank invites you to join our empl...Show more
    Last updated: 30+ days ago • Promoted
    Senior Relationship Banker

    Senior Relationship Banker

    East West Bank • Seattle, WA, United States
    Full-time
    Since 1973, East West Bank has served as a pathway to success.With over 110 locations across the U.Asia, we are the premier financial bridge between the East and West. Our teams of experienced, mult...Show more
    Last updated: 12 days ago • Promoted
    Senior Relationship Banker

    Senior Relationship Banker

    East West Bancorp • Seattle, WA, United States
    Full-time
    Being the next generation Senior Relationship Banker at East West Bank means you are part of a world-class team that focuses on delivering a high quality, high-touch, and high-tech relationship ban...Show more
    Last updated: 21 hours ago • Promoted • New!
    Personal Banker

    Personal Banker

    KeyBank • Kirkland, Washington, USA
    Full-time
    Totem Lake Boulevard - Kirkland Washington 98034.Be a problem solver trusted advisor and partner to the people and businesses in our KeyBank communities. Personal Bankers engage clients in deeper co...Show more
    Last updated: 5 days ago • Promoted
    Personal Banker

    Personal Banker

    Washington Staffing • Seattle, WA, US
    Full-time
    Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities.Personal Bankers engage clients in deeper conversations to uncover needs and provide guidan...Show more
    Last updated: 22 days ago • Promoted
    Relationship Development Manager

    Relationship Development Manager

    Columbia Bank (WA, OR & ID) • Tacoma, WA, United States
    Full-time
    Relationship Development Manager.At Columbia, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive.We are dedicated to ...Show more
    Last updated: 11 days ago • Promoted
    Banker

    Banker

    Sound Credit Union • Burien, WA, United States
    Full-time
    High School Diploma or equivalent.Mon - Fri, Rotating 1 / 2 Days Sat.Sound Credit Union is currently seeking a.Banker / Universal Associate II. If you have a passion for helping others, possess a sens...Show more
    Last updated: 11 days ago • Promoted
    Personal Banker | Bellevue

    Personal Banker | Bellevue

    Wells Fargo • Bellevue, WA, United States
    Full-time
    Are you looking for more? Find it here.At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping ...Show more
    Last updated: 18 days ago • Promoted
    Bank Teller

    Bank Teller

    Heritage Bank • Federal Way, WA, United States
    Full-time +1
    Heritage Bank has an exciting opportunity to join our organization!.At Heritage Bank we are committed to delivering exceptional financial services to our customers. This position is Full Time; typic...Show more
    Last updated: 26 days ago • Promoted
    VP, Relationship Manager

    VP, Relationship Manager

    Cathay Bank - Headquarters • Tacoma, WA, United States
    Full-time
    Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success....Show more
    Last updated: 30+ days ago • Promoted