Relationship Banking Advisor

KeyBank; Issaquah (WA); On-site; USD 43,000 - 65,000; Full time

Job summary

KeyBank is seeking a Personal Banker in Issaquah, WA to engage clients, understand their financial goals, and offer tailored solutions both in person and by phone. You will work within a branch team to attract new clients and deepen relationships while delivering outstanding client service.

The role requires strong communication, collaboration with partners, and adherence to risk and policy standards. Notary is preferred; weekend coverage may be required.

Qualifications

• 1+ years in developing customer relationships and achieving sales goals.
• Understanding of consumer credit concepts such as loan-to-value and debt-to-income.
• Strong communication and tele-sales or outbound calling experience.

Responsibilities

• Cultivate client relationships and uncover financial wellness opportunities.
• Open personal and business accounts and cross-sell products and services.
• Maintain compliance with operational policies and properly document client interactions.
• Collaborate with branch teammates and partner with sales colleagues to deepen client relationships.

Skills

Client relationships

Sales capability

Communication

Time management

Financial wellness

Education

High School Diploma

Bachelor's degree preferred

Tools

MS Windows

Excel

Word

CRM systems

Job description

KeyBank is seeking a Personal Banker in Issaquah, WA to engage clients, understand their financial goals, and offer tailored solutions both in person and by phone. You will work within a branch team to attract new clients and deepen relationships while delivering outstanding client service.

The role requires strong communication, collaboration with partners, and adherence to risk and policy standards. Notary is preferred; weekend coverage may be required.