Talent.com
Personal Banker

Personal Banker

KeyCorpQuincy, WA, US
job_description.job_card.30_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

Personal Banker

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 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)
  • Tactical Skills

  • Is knowledgeable about the client's accounts and business with the bank and uses sound judgment with customers 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
  • Core Competencies

  • All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies.
  • 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.
  • Compensation and Benefits

    This position is eligible to earn a base hourly rate in the range of $24 to $30 per hour depending on location and job-related factors such as level of experience. Compensation for this role also includes short-term incentive compensation subject to individual and company performance.

    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, disability or veteran status. 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.

    serp_jobs.job_alerts.create_a_job

    Personal Banker • Quincy, WA, US

    Job_description.internal_linking.related_jobs
    • serp_jobs.job_card.promoted
    Credit Analyst I-III

    Credit Analyst I-III

    Washington Trust BankEast Wenatchee, WA, United States
    serp_jobs.job_card.full_time
    This position requires onsite work at one of the following offices : .Moses Lake Office - 402 S Ash St Moses Lake, WA 98837. East Wenatchee Office - 523 Valley Mall Parkway East Wenatchee, WA 98802.Ke...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    Grower Accountant

    Grower Accountant

    Stemilt Growers LLCWenatchee, Washington, US
    serp_jobs.job_card.full_time
    serp_jobs.filters_job_card.quick_apply
    Are you interested in driving change? Do you have a curiosity-driven mindset to discover what is possible? Are you a self-driven individual with integrity? Do you want to be part of a department th...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Financial Advisor - Tri Cities WA

    Financial Advisor - Tri Cities WA

    Corebridge FinancialWenatchee, WA, US
    serp_jobs.job_card.full_time
    At Corebridge Financial, we believe action is everything.That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their fi...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Senior Manager, Rates & Pricing

    Senior Manager, Rates & Pricing

    Grant PUDEphrata, WA, US
    serp_jobs.job_card.full_time
    Senior Manager, Rates & Pricing.Requisition Number : SENIO002282.Closing Date to Apply : Open Until Filled.Typically, selected candidates are hired at a salary rate between the minimum and midpoint o...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Personal Banker

    Personal Banker

    Washington Trust BankWenatchee, WA, United States
    serp_jobs.job_card.full_time
    South Wenatchee Branch - 759 South Wenatchee Avenue, Wenatchee, WA 98801.Monday thru Friday, 8 : 00 am - 6 : 15 pm.Schedule may vary, must be flexible. Regular, reliable attendance required.Join a team ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Need Financial Assistance?

    Need Financial Assistance?

    Benefits AuthorityWenatchee, WA, US
    serp_jobs.job_card.full_time
    Get access to real Grant, Debt Relief and Loan programs that are designed to put cash in your bank account.serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Tax / Audit Intern - Summer 2027 - Eastern & Central WA

    Tax / Audit Intern - Summer 2027 - Eastern & Central WA

    CliftonLarsonAllenWenatchee, WA, US
    serp_jobs.job_card.full_time
    We strive every day to exemplify our CLA values curious, collaborative, transparent, inclusive, and reliable.We are looking for individuals who believe in accountability for one's actions, take th...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Personal Banker

    Personal Banker

    WaFd BankWenatchee, WA, US
    serp_jobs.job_card.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...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Loan Officer

    Loan Officer

    Guild MortgageWenatchee, WA, US
    serp_jobs.job_card.full_time
    Guild Mortgage Company, closing loans and opening doors since 1960.As a mortgage banking firm, we are dedicated to serving the homeowner / buyer. Our goal is to provide affordable home financing for o...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Payroll Clerk

    Payroll Clerk

    Costco Wholesale CorporationEast Wenatchee, WA, US
    serp_jobs.job_card.full_time
    Position summary : Assists employees and managers with payroll information and reports.Keys, reviews, corrects, and updates entries to automated payroll system. Maintains personnel files and OSHA rep...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Senior Financial Analyst

    Senior Financial Analyst

    Grant PUDEphrata, WA, US
    serp_jobs.job_card.full_time
    Provides advanced financial forecasting, debt analysis, and scenario modeling that integrate O&M, capital, and revenues into comprehensive enterprise forecasts. This role serves as a bridge between ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Side Hustle Coordinator (Part-Time Remote)

    Side Hustle Coordinator (Part-Time Remote)

    Finance BuzzQuincy, Washington, US
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time +2
    We are looking for someone to take part in a program designed for people who already hold a full-time position but want extra income. You’ll explore proven side-hustle models, try them out, and find...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
    • serp_jobs.job_card.promoted
    Senior Wealth Advisor

    Senior Wealth Advisor

    CliftonLarsonAllenWenatchee, WA, US
    serp_jobs.job_card.full_time
    CLA is a top 10 national professional services firm where our purpose is to create opportunities every day for our clients, our people, and our communities through industry-focused wealth advisory,...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Tax Principal

    Tax Principal

    CliftonLarsonAllenWenatchee, WA, US
    serp_jobs.job_card.full_time
    Tax Principal Or Signing Director.CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities throug...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Member Service Representative

    Member Service Representative

    Planet FitnessWenatchee, WA, US
    serp_jobs.job_card.full_time
    Member Services Representative.The Member Services Representative will be responsible for creating a positive member experience by providing a superior level of customer service to Planet Fitness m...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Client Relationship Consultant

    Client Relationship Consultant

    Banner BankWenatchee, WA, United States
    serp_jobs.job_card.full_time
    More than 130 years ago, we started with core values that never go out of style : listen, learn and help businesses and individuals reach their goals. Our financial strength and stability are key rea...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Teller (30 Hour)

    Teller (30 Hour)

    KeyCorpWenatchee, WA, US
    serp_jobs.job_card.full_time
    Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities.As a Teller, you provide excellent client service in-person by welcoming both new and exist...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Deputy Clerk-Treasurer

    Deputy Clerk-Treasurer

    City of CashmereCashmere, WA, US
    serp_jobs.job_card.full_time
    Position Opening : Deputy Clerk-Treasurer.This is an Exempt Position in training for the Clerk-Treasurer position.Salary $6,200 – 7,200 DOQ - Open until filled . Benefits : sick and vacation leave, PE...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30