Client-First Banking Advisor | Relationship Builder

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

Job summary

KeyBank is seeking a Personal Banker in Gresham, OR to engage clients, uncover financial needs, and provide tailored guidance. You will open accounts, deepen relationships, and collaborate with partners to meet sales goals while maintaining high service standards.

The role emphasizes financial wellness, accuracy, and strong teamwork, with daytime branch work and occasional Saturday duties. Prior banking experience and digital literacy are valued.

Qualifications

• Minimum education: High School Diploma or equivalent; Bachelor's degree preferred.
• 1+ year of experience developing customer relationships and achieving sales goals.
• Ability to understand financial wellness needs and explain suitable solutions.
• Proficient with banking products and digital platforms; able to educate clients on online tools.

Responsibilities

• Engage clients in conversations to uncover needs and provide guidance.
• Open and manage accounts, guide clients through products and services.
• Build relationships with new and existing clients to grow business.
• Ensure compliance with policies and documentation of interactions.
• Collaborate with branch teammates and partners to achieve sales targets.

Skills

Client engagement

Sales-driven

Financial wellness guidance

Team coordination

Documentation accuracy

Digital literacy

Education

High School Diploma

Bachelor's Degree

Tools

MS Windows

Microsoft Excel

Job description

KeyBank is seeking a Personal Banker in Gresham, OR to engage clients, uncover financial needs, and provide tailored guidance. You will open accounts, deepen relationships, and collaborate with partners to meet sales goals while maintaining high service standards.

The role emphasizes financial wellness, accuracy, and strong teamwork, with daytime branch work and occasional Saturday duties. Prior banking experience and digital literacy are valued.