Client-First Personal Banker & Financial Wellness Advisor

KeyBank; Portland (OR); Hybrid; USD 29.000 - 44.000; Vollzeit

Zusammenfassung

KeyBank's Portland, OR branch seeks a Personal Banker to be a trusted advisor and client-focused partner, engaging clients to uncover financial wellness needs and provide guidance in person and by proactive calling.

The role emphasizes building new relationships, developing deep client connections, and collaborating with branch teams to expand services while ensuring compliance and quality customer experiences.

Qualifikationen

• 1 year minimum in developing customer relationships and achieving sales goals.
• Knowledge of consumer credit concepts and credit reports.
• Foundational sales and service techniques including tele-consulting and networking.
• Comfort with small business clients and objection handling.
• Proficiency with PCs and digital banking platforms.

Aufgaben

• Open personal and small business accounts and deposit products.
• Develop partnerships with branch teammates and partners to acquire and deepen relationships.
• Comply with risk, security and audit procedures with proper documentation.
• Assist with teller transactions and client interactions as needed.
• Engage in morning huddles and daily debriefs; potential Saturday work.

Kenntnisse

Sales skills

Customer service

Notary license (preferred)

PC literacy (Windows & Office)

Digital platforms education

Communication

Relationship building

Financial wellness guidance

Ausbildung

High School Diploma / GED or equivalent business experience

Bachelor's Degree (preferred)

Tools

MS Windows & Office (Word, Excel)

Jobbeschreibung

KeyBank's Portland, OR branch seeks a Personal Banker to be a trusted advisor and client-focused partner, engaging clients to uncover financial wellness needs and provide guidance in person and by proactive calling.

The role emphasizes building new relationships, developing deep client connections, and collaborating with branch teams to expand services while ensuring compliance and quality customer experiences.