Talent.com
Personal Banker

Personal Banker

KeyCorpLebanon, OR, 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 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.
  • 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 • Lebanon, OR, US

    Job_description.internal_linking.related_jobs
    • serp_jobs.job_card.promoted
    Licensed Clinical Psychologist - Outpatient - Marcola, OR

    Licensed Clinical Psychologist - Outpatient - Marcola, OR

    LifeStance HealthMarcola, OR, US
    serp_jobs.job_card.full_time
    At LifeStance Health, we believe in a truly healthy society where mental and physical healthcare are unified to make lives better. Our mission is to help people lead healthier, more fulfilling lives...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Licensed Mental Health Therapist - Marcola, OR

    Licensed Mental Health Therapist - Marcola, OR

    LifeStance HealthMarcola, OR, US
    serp_jobs.job_card.full_time
    At LifeStance Health, we believe in a truly healthy society where mental and physical healthcare are unified to make lives better. Our mission is to help people lead healthier, more fulfilling lives...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Personal Banker

    Personal Banker

    KeyCorpWoodburn, OR, US
    serp_jobs.job_card.full_time
    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 guida...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Physician Assistant (PA) - Family Practice in Stayton, OR

    Physician Assistant (PA) - Family Practice in Stayton, OR

    LocumJobsOnlineStayton, OR, US
    serp_jobs.job_card.full_time +1
    LocumJobsOnline is working with CompHealth to find a qualified Family Practice PA in Stayton, Oregon, 97383!.Excellent opportunity for an Advanced Practice Provider. Join a Primary Care Team in one ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Licensed Marriage and Family Therapist (LMFT) - Brownsville, OR

    Licensed Marriage and Family Therapist (LMFT) - Brownsville, OR

    LifeStance HealthBrownsville, OR, US
    serp_jobs.job_card.full_time
    At LifeStance Health, we believe in a truly healthy society where mental and physical healthcare are unified to make lives better. Our mission is to help people lead healthier, more fulfilling lives...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Remote Finance Advisor - AI Trainer

    Remote Finance Advisor - AI Trainer

    Data AnnotationAlbany, Oregon
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Nurse Practitioner (NP) - Urgent Care - $120,000 to $140,000 per year in Linn County, OR

    Nurse Practitioner (NP) - Urgent Care - $120,000 to $140,000 per year in Linn County, OR

    LocumJobsOnlineLinn County, OR, US
    serp_jobs.job_card.full_time
    LocumJobsOnline is working with Opportunity Healthcare to find a qualified Urgent Care NP in Linn County, Oregon, 97345!. Urgent Care Nurse Practitioner job in Linn County, OR — offering up to $140,...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Licensed Marriage and Family Therapist (LMFT) - Molalla, OR

    Licensed Marriage and Family Therapist (LMFT) - Molalla, OR

    LifeStance HealthMolalla, OR, US
    serp_jobs.job_card.full_time
    At LifeStance Health, we believe in a truly healthy society where mental and physical healthcare are unified to make lives better. Our mission is to help people lead healthier, more fulfilling lives...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Personal Banker

    Personal Banker

    WaFd BankAlbany, OR, 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
    Personal Banker

    Personal Banker

    TradeJobsWorkforce97321 Albany, OR, US
    serp_jobs.job_card.full_time
    Personal Bank job responsibilities : Provides exceptional customer service, involving receipt and payment ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Nurse Practitioner (NP) - Family Practice - $125,000 to $130,000 per year in Marion County, OR

    Nurse Practitioner (NP) - Family Practice - $125,000 to $130,000 per year in Marion County, OR

    LocumJobsOnlineMarion County, OR, US
    serp_jobs.job_card.full_time +1
    LocumJobsOnline is working with Opportunity Healthcare to find a qualified Family Practice NP in Marion County, Oregon, 97381!. FNP Family Nurse Practitioner job in Marion County, OR — offering up t...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Nurse Practitioner (NP) - Family Practice in Stayton, OR

    Nurse Practitioner (NP) - Family Practice in Stayton, OR

    LocumJobsOnlineStayton, OR, US
    serp_jobs.job_card.full_time +1
    LocumJobsOnline is working with CompHealth to find a qualified Family Practice NP in Stayton, Oregon, 97383!.Excellent opportunity for an experienced Advanced Practice Provider (NP or PA).Join a Pr...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Licensed Clinical Psychologist - Outpatient - Sweet Home, OR

    Licensed Clinical Psychologist - Outpatient - Sweet Home, OR

    LifeStance HealthSweet Home, OR, US
    serp_jobs.job_card.full_time
    At LifeStance Health, we believe in a truly healthy society where mental and physical healthcare are unified to make lives better. Our mission is to help people lead healthier, more fulfilling lives...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Remote Financial Planner - AI Trainer

    Remote Financial Planner - AI Trainer

    Data AnnotationAlbany, Oregon
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Licensed Clinical Psychologist - Outpatient - Brownsville, OR

    Licensed Clinical Psychologist - Outpatient - Brownsville, OR

    LifeStance HealthBrownsville, OR, US
    serp_jobs.job_card.full_time
    At LifeStance Health, we believe in a truly healthy society where mental and physical healthcare are unified to make lives better. Our mission is to help people lead healthier, more fulfilling lives...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    Locum Physician Assistant (PA) - Family Practice in Stayton, OR

    Locum Physician Assistant (PA) - Family Practice in Stayton, OR

    LocumJobsOnlineStayton, OR, US
    serp_jobs.job_card.full_time
    LocumJobsOnline is working with Rhino Medical to find a qualified Family Practice PA in Stayton, Oregon, 97383!.Stayton, OR Emergency Medicine Physicians Assistant Locum Tenens.Rhino Medical is lea...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
    • serp_jobs.job_card.promoted
    Physician (MD / DO) - Family Practice in Stayton, OR

    Physician (MD / DO) - Family Practice in Stayton, OR

    LocumJobsOnlineStayton, OR, US
    serp_jobs.job_card.full_time
    LocumJobsOnline is working with CompHealth to find a qualified Family Practice MD in Stayton, Oregon, 97383!.Stayton, OR, is an excellent place for a physician to practice and live, offering a bala...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Relationship Banker

    Relationship Banker

    Bank of AmericaCorvallis, OR, US
    serp_jobs.job_card.full_time
    Bank Of America Job Opportunity.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    Locum Physician Assistant (PA) - Family Practice in Stayton, OR

    Locum Physician Assistant (PA) - Family Practice in Stayton, OR

    LocumJobsNetworkStayton, OR, US
    serp_jobs.job_card.full_time
    LocumJobsNetwork is working with Rhino Medical to find a qualified Family Practice PA in Stayton, Oregon, 97383!.Stayton, OR Emergency Medicine Physicians Assistant Locum Tenens.Rhino Medical is le...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
    • serp_jobs.job_card.promoted
    Nurse Practitioner (NP) - Pediatrics - General / Other in Stayton, OR

    Nurse Practitioner (NP) - Pediatrics - General / Other in Stayton, OR

    LocumJobsOnlineStayton, OR, US
    serp_jobs.job_card.full_time +1
    LocumJobsOnline is working with CompHealth to find a qualified Pediatrics NP in Stayton, Oregon, 97383!.Excellent opportunity for a Pediatric Nurse Practitioner or Physician Assistant / Associate.Joi...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days