Personal Banker

KeyBank • Spanaway, WA • 1w ago

Location:
17601 Pacific Avenue - Spanaway, Washington 98387-8334
Spanaway
Job Summary
Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank 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.
Responsibilities
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 client conversations and provide effective and customized financial wellness recommendations to clients
Consistently attains individual activity, behavior, and outcome 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 morning huddles and end of day debriefs
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 Qualifications
High School Diploma, GED or equivalent business experience (required) or
Bachelor's Degree (preferred)
Experience Qualifications
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 Wo

KeyBank

Go to Apply

Share this job

Similar Jobs

Director, Commercial Finance & Pricing

Sodexo • Tacoma, WA • 3d ago

Finance & Accounting

Role Overview Sodexo's Healthcare & Seniors Segment is seeking a Director, Commercial Finance & Pricing , who is responsible for partnering with members of the Finance team, Sales, and Operations to provide deal...

3d ago

Go to Apply

Accountant

Robert Half • Tacoma, WA • 1w ago

Finance & Accounting

Description We are looking for a skilled Accountant to join our team on a contract basis in Tacoma, Washington. This role will primarily focus on supporting the transition to QuickBooks Online and ensuring accurate finan...

1w ago

Go to Apply

Accounts Payable Supervisor/Manager

Robert Half • Lakewood, WA • 1w ago

Finance & Accounting

Description We are looking for an experienced Accounts Payable Supervisor/Manager to join our team on a contract basis in Lakewood, Washington. This role involves overseeing the accounts payable department, ensuring comp...

1w ago

Go to Apply

ACCOUNTING SPECIALIST

McLane Company • Lakewood, WA • 1w ago

Finance & Accounting

Description Receives incoming invoices, verifies their accuracy, codes invoices for payment. Inputs the invoices into the company's computer system. McLane promotes earning, learning, and living a great life. We are a te...

1w ago

Go to Apply

Assistant Controller

Waste Connections US Inc • Fife, WA • 1w ago

Finance & Accounting

Who Are We? WASTE CONNECTIONS, Inc. (NYSE: WCN) is not only the best waste services company in North America, it is also an amazing place to realize your potential, make decisions, have your voice heard, and partner with...

1w ago

Go to Apply

Payroll Administrative Assistant

Insulation Northwest LLC • Tacoma, WA • 1w ago

Finance & Accounting

As a Payroll Administrative Assistant, you will be responsible for supporting our field operations' teams in the processing and delivery of payroll items weekly. This includes, but is not limited to: Maintain confidentia...

1w ago

Go to Apply

Controller

Beacon Hill Staffing Group • University Place, WA • 1w ago

Finance & Accounting

We need a high-level, sharp-as-all-get-out Controller to step in for one of our long-standing clients in Lakewood, WA! This candidate would be working 100% on site with the potential to convert to a permanent role. As th...

1w ago

Go to Apply

Lead Accountant

World Vision Inc. • Federal Way, WA • 2w ago

Finance & Accounting

World Vision US is hiring a Lead Accountant to serve in the Finance division. This position is ideal for a highly motivated accounting professional seeking a pathway to managerial roles within our finance division. At a...

2w ago

Go to Apply

Revenue Accountant

Robert Half • Tacoma, WA • 2w ago

Finance & Accounting

Description We are looking for a skilled Revenue Accountant to join our team on a contract basis in Tacoma, Washington. In this role, you will manage various revenue-related functions, ensuring accuracy in sales reconcil...

2w ago

Go to Apply

Warehouse Auditor - Freezer/Chill - Puyallup WA

Coastal Pacific Food Distributors • Fife, WA • 2w ago

Finance & Accounting

Coastal Pacific Food Distributors EOE/AA/M/F/Vet/Disabled Coastal Pacific Food Distributors (CPFD) has 1, Full-Time Auditor position open at the Puyallup, WA Chill/Freezer Warehouse. The position will be Monday-Friday, 6...

2w ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.