Personal Banker: Trusted Financial Wellness Advisor

KeyCorp

Longview (WA)

On-site

USD 28,000 - 43,000

Full time

14 days+
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Job summary

KeyCorp in Longview, WA is seeking a Personal Banker who will engage clients, uncover financial needs, and provide guidance to support their wellness both in person and by proactive calling. You will open accounts, deepen relationships, and collaborate with partners while upholding policies and delivering excellent service.

The role requires a High School Diploma or GED (Bachelor's preferred) and strong communication, with weekend availability as needed.

Qualifications

  • High School Diploma or GED or equivalent business experience; Bachelor's degree preferred.
  • 1+ years experience in developing customer relationships and achieving sales goals.
  • Understanding of consumer credit and lending products.
  • Strong communication and interpersonal skills.
  • Ability to work Saturdays.

Responsibilities

  • Opening personal and small business accounts (consumer checking, small business deposits, etc.).
  • Develop partnerships with branch teammates and partners to acquire and deepen client relationships.
  • Ensure compliance with policies and proper documentation of client interactions.
  • Support branch operations including Teller transactions and morning huddles.
  • Work Saturdays as directed by management.

Skills

Client relationship building
Sales skills
strong communication
Digital banking familiarity
Notary license (preferred)

Education

High School Diploma or GED
Bachelor's degree (preferred)

Tools

MS Windows
Microsoft Office

Job description

KeyCorp in Longview, WA is seeking a Personal Banker who will engage clients, uncover financial needs, and provide guidance to support their wellness both in person and by proactive calling. You will open accounts, deepen relationships, and collaborate with partners while upholding policies and delivering excellent service.

The role requires a High School Diploma or GED (Bachelor's preferred) and strong communication, with weekend availability as needed.

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