Relationship Banker: Grow Clients & Financial Wellness

KeyBank

Bainbridge Island (WA)

On-site

USD 43,000 - 65,000

Full time

14 days+

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Job summary

KeyBank on Bainbridge Island is seeking a Personal Banker to engage clients in meaningful conversations, uncover needs, and guide financial solutions that promote wellness. You will attract new clients, deepen relationships, and coordinate with branch partners to deliver tailored products and services.

The role emphasizes proactive outreach, strong communication, and a client-first mindset. Candidates should have at least 1+ year in sales or relationship roles, a high school diploma, and

Qualifications

  • 1+ years in developing current and new customer relationships with sales focus.
  • Understanding of consumer credit concepts (credit reports, debt-to-income).
  • Foundational knowledge of sales and service techniques including tele-consulting, outside calling, prospecting.
  • Comfort with engaging small business clients and leveraging centers of influence.

Responsibilities

  • Deliver customized financial wellness recommendations based on client needs.
  • Attain individual activity, behavior, and outcome goals.
  • Open personal and small business accounts and deposits.
  • Develop partnerships with branch teammates and business partners to grow relationships.
  • Ensure compliance with policies and proper documentation of interactions.
  • Support branch operations and assist with teller transactions as needed.
  • Lead or participate in morning huddles and end-of-day debriefs.
  • Operate in alignment with Key's values and code of conduct.

Skills

Sales skills
Client relationships
Communication skills
Digital literacy

Education

High school diploma or GED
Bachelor's degree (preferred)

Job description

KeyBank on Bainbridge Island is seeking a Personal Banker to engage clients in meaningful conversations, uncover needs, and guide financial solutions that promote wellness. You will attract new clients, deepen relationships, and coordinate with branch partners to deliver tailored products and services.

The role emphasizes proactive outreach, strong communication, and a client-first mindset. Candidates should have at least 1+ year in sales or relationship roles, a high school diploma, and

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