Home
/
Comprehensive
/
Personal Banker
Personal Banker-March 2024
Tacoma
Mar 29, 2026
About Personal Banker

  Location:1425 E 72nd Street - Tacoma, Washington 98404-334572nd & Portland BranchJob SummaryBe 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.ResponsibilitiesEmbodies 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 clientsConsistently 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 debriefsPerforms other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without noticeComplies 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 QualificationsHigh School Diploma , GED or equivalent business experience (required) orBachelor's Degree (preferred)Experience Qualifications1-3 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

Comments
Welcome to zdrecruit comments! Please keep conversations courteous and on-topic. To fosterproductive and respectful conversations, you may see comments from our Community Managers.
Sign up to post
Sort by
Show More Comments
SIMILAR JOBS
Shift Manager
Company Introduction If you're friendly and dependable and you like to work with terrific guests, we'd love to talk about an opportunity on our team! Coborn's, Inc. is a fast-growing employee-owned g
Specialty Accounts Manager - Texas
Bausch + Lomb (NYSE/TSX: BLCO) is a leading global eye health company dedicated to protecting and enhancing the gift of sight for millions of people around the world—from the moment of birth through
Insurance Broker
This is an excellent opportunity for someone with commercial broking experience to develop their career. As a Placement Broker, you will work closely with the placement or new business teams and be r
RN, 6C Telemetry - Allegheny General Hospital
Company : Allegheny Health Network Job Description : Date Posted: 20240110 Location: Allegheny General Hospital Department: 6C Telemetry Status: Full Time Shift: 72 hours every two weeks Rotation wit
Certified Medical Assistant- Rover
La Clinica de Familia (LCDF) is a FQHC with several locations in Southern New Mexico. For over 40 years, La Clinica has provided services to the residents of Southern New Mexico. Our mission statemen
Customer Service Associate
Job Description Job Title: Customer Service Associate Location: Field Department: Store Operations Job Summary : The Customer Service Associate works in support of the store management team to facili
SPEECH LANGUAGE PATHOLOGIST
Requisition: 2024-133580SPEECH LANGUAGE PATHOLOGISTJob LocationsUS-WA-SEATTLEID2024-133580Line of BusinessRehab Without Walls Neuro RehabilitationPosition TypePart-TimePay MinUSD $38.00/Hr.Pay MaxUSD
Care Companion II - Nursing Unit PRN - Full Time
Position Summary: Provides general observational support for assigned patient care area. Works with other members of the patient care team to deliver care to patients in age groups including children
Area Supervisor
Our values start with our people, join a team that values you! We are the nation’s largest off-price retailer with over 2,000 stores, and a strong track record of success and growth. Our focus has al
Retail Stocking Associate
141177BRPosting Title:Retail Stocking AssociateJob Description: A Retail Stocking Associate (part-time) is a valued member of a high performing team who is empowered & equipped to do their job. Y
Copyright 2023-2026 - www.zdrecruit.com All Rights Reserved