Personal Banker

KeyBank • North Bend, WA • 2w ago

Location:
7917 Center Boulevard SE - Snoqualmie, Washington 98065
Snoqualmie Ridge Branch
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 Produ

KeyBank

Go to Apply

Share this job

Similar Jobs

Accounting Clerk

Robert Half • Sammamish, WA • 3d ago

Finance & Accounting

Description We are looking for a detail-oriented Accounting Clerk to join our team in Sammamish, Washington. In this long-term contract position, you will play a crucial role in managing day-to-day accounting tasks, incl...

3d ago

Go to Apply

Accounts Receivable Specialist

Robert Half • Preston, WA • 4d ago

Finance & Accounting

Description We are looking for a detail-oriented Accounts Receivable Specialist to join our team on a contract basis in Preston, Washington. This role offers an excellent opportunity to manage critical financial processe...

4d ago

Go to Apply

Accountant

Insight Global • Issaquah, WA • 3w ago

Finance & Accounting

Job Description A large wholesale retailer in Issaquah, WA is looking to hire a contract accountant to assist with a project on their utilities team. This individual will be a part of Costco's home office, and will work...

3w ago

Go to Apply

Warehouse Associate

Aerotek • North Bend, WA • 2h ago

Manufacturing & Warehouse

Job Title: Warehouse Associate Job Description The role involves working in a warehouse environment where you will be responsible for packaging and preparing products for shipment. The position includes assembly line tas...

2h ago

Go to Apply

Fitness Coach NEW HIRE

24 Hour Fitness, INC. • Issaquah, WA • 5d ago

FULL-TIME Part-time LOCATION 5712 E Lake Sammamish Pkwy SE 200 Issaquah WA 98029 JOB SUMMARY The Fitness Coach represents 24 Hour Fitness to members and clients by delivering a positive fitness experience and quality per...

5d ago

Go to Apply

Technical Quality Engineering Manager - Retail OMS & Supply Chain (Hybrid)

Cognizant • Issaquah, WA • 6d ago

Retail & Hospitality

Technical Quality Engineering Manager - Retail OMS & Supply Chain (Hybrid) Cognizant Technology Solutions is seeking a Technical Quality Engineering Manager - Retail OMS & Supply Chain (Hybrid) to join our team o...

6d ago

Go to Apply

Entry-level Lube Tech/Technician (Part Time)

Valvoline • Sammamish, WA • 1w ago

Retail & Hospitality

ALL ROADS LEAD TO THIS OPPORTUNITY The journey to Valvoline Instant Oil Change (VIOC) is different for everyone. Our employees are students, recent grads, parents, part-time workers, veterans, career changers-who have al...

1w ago

Go to Apply

Patient Service Specialist

Select Medical • Snoqualmie, WA • 1w ago

Hospital & Medical

Overview Patient Service Specialist Snoqualmie, WA Looking for a dedicated, compassionate, and focused individual with strong communication and interpersonal skills, as well as, excels in time management, multi-tasking,...

1w ago

Go to Apply

Physical Therapist (Outpatient)

Amergis • Snoqualmie, WA • 1w ago

Hospital & Medical

Salary: $2490 / Week The Physical Therapist is responsible for performing patient evaluations, as well as providing and documenting therapy services in accordance with the plan of care developed for each individual patie...

1w ago

Go to Apply

Entry-level Lube Tech/Technician

Valvoline • Sammamish, WA • 1w ago

Retail & Hospitality

1w 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.