Client-Centric Banking Advisor

KeyCorp; Gresham (OR); On-site; USD 29,000 - 43,000; Full time

Job summary

KeyBank in Gresham, OR is seeking a Personal Banker to engage clients, uncover needs, and guide financial wellness solutions in person and by phone. You will attract new clients, deepen relationships, and work with branch teammates to meet goals while upholding diligent compliance and service standards.

The role emphasizes trust, sales-driven momentum, and strong communication to deliver an exceptional banking experience for individuals and businesses.

Qualifications

• Minimum of 1 year of experience in developing current and new customer relationships and achieving sales goals.
• Ability to build referral sources and strong client relationships.
• Understanding of consumer credit and financial services basics.

Responsibilities

• Open personal and small business accounts and advise on deposit products.
• Develop partnerships with branch teammates and external centers of influence.
• Ensure compliance with policies and documentation of client interactions.

Skills

Sales skills

Client service

Communication

Relationship building

Cash handling

Education

High School Diploma / GED

Bachelor's Degree preferred

Tools

MS Windows

Microsoft Excel

Job description

KeyBank in Gresham, OR is seeking a Personal Banker to engage clients, uncover needs, and guide financial wellness solutions in person and by phone. You will attract new clients, deepen relationships, and work with branch teammates to meet goals while upholding diligent compliance and service standards.

The role emphasizes trust, sales-driven momentum, and strong communication to deliver an exceptional banking experience for individuals and businesses.