Personal Banker

KeyBank • Vancouver, WA • 9h ago

Location:
13215 SE Mill Plain Boulevard - Vancouver, Washington 98684
Job Summary
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
1+ years 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

KeyBank

Go to Apply

Share this job

Similar Jobs

Finance Operations Global Process Owner

Accenture • Beaverton, OR • 9min ago

Finance, Accounting & Banking

The Finance Operations Global Process Owner (GPO) is responsible for the stewardship, continuous improvement, and transformation of core finance processes across all in-scope geographies. Reporting to the Operations Deli...

9min ago

Go to Apply

Executive Compensation Manager

Accenture • Beaverton, OR • 12min ago

Finance, Accounting & Banking

The Global Executive Compensation team is looking for an experienced Total Rewards professional to join the team.? If you thrive on crunching numbers, managing projects, collaborating with a dynamic team, and unleashing...

12min ago

Go to Apply

Collections Specialist

Robert Half • Milwaukie, OR • 1d ago

Finance, Accounting & Banking

Description We are seeking a detail-oriented, proactive Collections Specialist for a contract-to-hire opportunity. The ideal candidate will have a strong understanding of collections processes and will possess excellent...

1d ago

Go to Apply

Collections Customer Service Representative

Lithia & Driveway • Tigard, OR • 1d ago

Finance, Accounting & Banking

Dealership:L0238 Driveway Finance Corporation Driveway Finance Corporation Driveway Finance Corporation (DFC) is a modern automotive lender and part of the Lithia & Driveway (LAD) family, one of the largest automotiv...

1d ago

Go to Apply

Payroll Administrator

Robert Half • Tigard, OR • 1d ago

Finance, Accounting & Banking

Description Do you have proven experience in a payroll position, strong knowledge of tax and wage laws, and good understanding of the common fiscal procedures? Robert Half is looking for Payroll Administrators to assist...

1d ago

Go to Apply

Accounting Assistant

Robert Half • Portland, OR • 1d ago

Finance, Accounting & Banking

Description We are looking for a highly organized and detail-focused Accounting Assistant to support our Billing and Accounting team in Portland, Oregon. This long-term contract position offers an excellent opportunity f...

1d ago

Go to Apply

Senior Accountant

Robert Half • Portland, OR • 1d ago

Finance, Accounting & Banking

Description Our clients in the local area frequently seek experienced Senior Accountants to assist with key financial and operational responsibilities. We are consistently looking for talented Senior Accountants to fill...

1d ago

Go to Apply

Accounts Payable Clerk

Robert Half • Beaverton, OR • 1d ago

Finance, Accounting & Banking

Description We are seeking a detail-oriented and reliable Accounts Payable Clerk to assist with our local client's frequent needs. This role is essential in ensuring accurate and timely processing of vendor invoices, exp...

1d ago

Go to Apply

Staff Accountant

Robert Half • Lake Oswego, OR • 1d ago

Finance, Accounting & Banking

Description Robert Half has frequent needs from our clients in the local area for experienced Accountants. We are looking for detail-oriented professionals who thrive in dynamic environments and have the expertise to han...

1d ago

Go to Apply

Accounts Payable Manager

Aston Carter • Portland, OR • 1d ago

Finance, Accounting & Banking

Job Title: Accounts Payable Manager Tipalti or RAMP experience required Job Type & Location This is a Direct Placement/Full Time position based out of Everett, Washington. If Not local to the area -- RELOCATION would...

1d 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.