Personal Banker
$42,994–$65,000 year
On-site · Burlington, Washington, United States
Job Summary
Personal Banker at KeyBank focuses on client-first financial guidance, engaging with clients in person and via proactive calls to uncover needs and promote financial wellness. Responsibilities include opening accounts, developing partnerships to acquire and deepen client relationships, ensuring compliance with policies, supporting branch operations, and contributing to team huddles. Requires relationship-building, sales aptitude, knowledge of consumer credit concepts, and proficiency with digital platforms and office software. Strong communication, integrity, and the ability to educate clients on relevant banking products are essential.
Required Qualifications
- High School Diploma , GED or equivalent business experience (required) or Bachelor's Degree (preferred)
- Experience in developing current and new customer relationships, achieving sales goals, and building referral sources. (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)
- 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)
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