Personal Banker

KeyBank • Gig Harbor, WA • 13h ago

Location:
5001 Olympic Drive NW - Gig Harbor, Washington 98335-1731
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
1-3 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 Windows and Office Products including Word, Excel, etc.). (required)
Work

KeyBank

Go to Apply

Share this job

Similar Jobs

Professional Liability Claims Manager

MultiCare Health System • Tacoma, WA • 3h ago

Finance, Accounting & Banking

You Belong Here. At MultiCare, we strive to offer a true sense of belonging for all our employees. Across our health care network, you will find a dynamic range of meaningful careers, opportunities for growth, safe workp...

3h ago

Go to Apply

Financial Analyst

Infoblox • Tacoma, WA • 4h ago

Finance, Accounting & Banking

At Infoblox, every breakthrough begins with a bold "what if." What if your ideas could ignite global innovation? What if your curiosity could redefine the future? We invite you to step into the next exciting chapter of y...

4h ago

Go to Apply

Senior Manager, Compensation Consulting

RSM US LLP • Seattle, WA • 4h ago

Finance, Accounting & Banking

We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our except...

4h ago

Go to Apply

Finance Operations Global Process Owner

Accenture • Seattle, WA • 4h 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...

4h ago

Go to Apply

Executive Compensation Manager

Accenture • Seattle, WA • 4h 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...

4h ago

Go to Apply

Accounting Manager

Zones LLC • Auburn, WA • 7h ago

Finance, Accounting & Banking

Description Position at Zones LLC. Company Overview: When it comes to IT solution providers, there are a lot of choices. But when it comes to providers with innovative and differentiating end-to-end service offerings, th...

7h ago

Go to Apply

Regional Finance Manager

GEO SYNTEC CONSULTANTS • Seattle, WA • 12h ago

Finance, Accounting & Banking

Regional Finance Manager Primary Location US-CA-San Diego ID 2025-4015 Category Finance/Accounting Position Type Regular Full-Time Remote No Additional Location US-CA-Los Angeles Additional Location US-CA-Costa Mesa Addi...

12h ago

Go to Apply

Loan Servicing Specialist

Washington Federal • Seattle, WA • 13h ago

Finance, Accounting & Banking

Loan Servicing Specialist Location : Location US-WA-Seattle Location/Org Data : Name Corporate Administration Location : Address 425 Pike Street Location : City Seattle Location : State/Province WA ID 2025-4230 Category...

13h ago

Go to Apply

Personal Banker

KeyBank • South Hill, WA • 13h ago

Finance, Accounting & Banking

Location: 511 River Road - Puyallup, Washington 98371-4130 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...

13h ago

Go to Apply

Personal Banker

KeyBank • Tacoma, WA • 13h ago

Finance, Accounting & Banking

Location: 13802 Pacific Avenue - Tacoma, Washington 98444-4635 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 de...

13h 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.