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Personal Banker - 181st Branch
full-timePortland$0k - $0k

Summary

Location

Portland

Salary

$0k - $0k

Type

full-time

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About this role

Location:

1532 NE 181st Avenue - Portland, Oregon 97230

Job Summary
Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank 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.

Essential Functions
  • 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 in-person and over the phone client conversations and provide effective and customized financial wellness recommendations to clients.
  • Consistently attains individual activity, behavior, and outcome goals and 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 in-person morning huddles and end of day debriefs.
  • Work on Saturdays as directed by management.
  • 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
  • High School Diploma , GED or equivalent business experience (required) or
  • Bachelor's Degree (preferred)

    Work Experience
    • 1+ 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)
    • 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)

    Skills
    • Is knowledgeable about the client’s accounts and business with the bank and uses sound judgment with clients 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.
    • Building and nurturing relationships with clients including identifying potential clients, engaging with them to understand their needs, and developing strategies to convert them into long-term clients. It also includes deepening relationships with existing clients by offering additional products and services that meet their evolving needs.
    • Being attentive to client needs, resolving issues promptly, and ensuring a positive banking experience. Excellent client service helps build trust and encourages clients to continue banking with KeyBank.
    • Ability to evaluate financial information to understand clients' financial health, identify investment opportunities, and recommend strategies.
    • Understanding and managing risks associated with banking operations and client transactions.
    • Strong verbal and non-verbal communication skills to understand clients' needs and recommend appropriate banking products and services.
    • Accurate and efficient handling of cash transactions.

    Core Competencies
    • All KeyBank employees are expected to demonstrate Key’s Values and abide by Key’s Code of Conduct.

    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.

    Work Location Category
    • Branch

    COMPENSATION AND BENEFITS

    This position is eligible to earn a base hourly rate in the range of $20.67 - $31.25 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation which may include production, commission, and/or discretionary incentives.

    Please click here for a list of benefits for which this position is eligible.

    Job Posting Expiration Date: 03/31/2026 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, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.

    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 [email protected].

    Other facts

    Tech stack
    Client Experience,Sales,Financial Wellness,Relationship Building,Communication,Teamwork,Time Management,Problem Solving,Customer Service,Compliance,Digital Technology,Financial Analysis,Networking,Influencing,Cash Handling,Risk Management

    About KeyBank

    At KeyBank we’ve made a promise to our clients that they will always have a champion in us. To deliver on our promise, we’re committed to building a team of engaged employees who do the right thing for our clients and shareholders, and help them achieve financial wellness each and every day.

    Headquartered in Cleveland, Ohio, KeyCorp is one of the nation’s largest financial services companies. Key Companies provide investment management, retail and commercial banking, consumer finance and investment banking products to individuals and companies throughout the United States and, for certain businesses, internationally.

    Follow along for business and industry insights, expert advice and more resources to help you achieve your financial goals.

    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.

    KeyBank is Member FDIC. Equal Housing Lender. Credit applications are subject to credit approval.

    Team size: 10,001+ employees
    LinkedIn: Visit
    Industry: Banking

    What you'll do

    • The Personal Banker engages clients to uncover their financial needs and provides tailored solutions to enhance their financial wellness. They work towards attracting new clients and deepening relationships with existing clients while ensuring compliance with banking procedures.

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    Frequently Asked Questions

    What does KeyBank pay for a Personal Banker - 181st Branch?

    KeyBank offers a competitive compensation package for the Personal Banker - 181st Branch role. The salary range is USD 0k - 0k per year. Apply through Clera to learn more about the full compensation details.

    What does a Personal Banker - 181st Branch do at KeyBank?

    As a Personal Banker - 181st Branch at KeyBank, you will: the Personal Banker engages clients to uncover their financial needs and provides tailored solutions to enhance their financial wellness. They work towards attracting new clients and deepening relationships with existing clients while ensuring compliance with banking procedures..

    Why join KeyBank as a Personal Banker - 181st Branch?

    KeyBank is a leading Banking company. The Personal Banker - 181st Branch role offers competitive compensation.

    Is the Personal Banker - 181st Branch position at KeyBank remote?

    The Personal Banker - 181st Branch position at KeyBank is based in Portland, Oregon, United States. Contact the company through Clera for specific work arrangement details.

    How do I apply for the Personal Banker - 181st Branch position at KeyBank?

    You can apply for the Personal Banker - 181st Branch position at KeyBank directly through Clera. Click the "Apply Now" button above to start your application. Clera's AI-powered platform will help match your profile with this opportunity and guide you through the application process. You can also learn more about KeyBank on their website.