Relationship Banking Specialist

KeyBank; Tacoma (WA); On-site; USD 29,000 - 43,000; Full time

Job summary

KeyBank in Tacoma, WA is seeking a Personal Banker to engage clients, uncover financial needs, and guide them toward solutions that support their financial wellness. You’ll work with the branch team to attract new clients and deepen relationships with existing ones through in-person and proactive outreach.

The role emphasizes customer service, compliance, and collaboration with partners. It requires relation-building, product knowledge, and the ability to communicate clearly as you help clients

Qualifications

• High School Diploma, GED or equivalent business experience (required) or Bachelor's Degree preferred.
• 1+ years experience in developing current and new customer relationships and achieving sales goals.
• Knowledge of consumer credit and ability to assess financial health.

Responsibilities

• Open personal and business accounts and support branch operations.
• Develop partnerships with teammates and centers of influence to attract and deepen client relationships.
• Ensure compliance with procedures and documentation of client interactions.
• Support client transactions on the Teller line and participate in team huddles.

Skills

Sales

Customer relations

Communication

Digital literacy

Office suite

Education

High School Diploma or equivalent

Bachelor's degree (preferred)

Tools

MS Office

Job description

KeyBank in Tacoma, WA is seeking a Personal Banker to engage clients, uncover financial needs, and guide them toward solutions that support their financial wellness. You’ll work with the branch team to attract new clients and deepen relationships with existing ones through in-person and proactive outreach.

The role emphasizes customer service, compliance, and collaboration with partners. It requires relation-building, product knowledge, and the ability to communicate clearly as you help clients