Trusted Financial Advisor - Personal Banking

KeyBank; Portland (OR); On-site; USD 29,000 - 43,000; Full time

Job summary

KeyBank in Portland, OR seeks a Personal Banker to be a trusted advisor and problem solver for clients and businesses within our branch network.

You will engage with clients to uncover needs, open accounts, and provide guidance to support their financial wellness while collaborating with teammates and adhering to policies. Strong communication and a sales mindset are essential for success.

Qualifications

• Minimum 1 year of experience developing customer relationships and meeting sales goals.
• Understanding of consumer credit concepts and ability to advise clients.
• Strong communication and interpersonal skills for client conversations.

Responsibilities

• Provide tailored financial wellness recommendations to clients in person or by phone.
• Open personal and small business accounts and cross-sell products.
• Build partnerships with branch team and business partners.
• Ensure compliance with policies and document client interactions.
• Support branch operations and assist with teller transactions.

Skills

Client relationship management

Sales and referrals

Time management

Integrity

Customer service

Communication

Digital banking knowledge

Cash handling

Education

High School Diploma

Bachelor's Degree

Tools

MS Windows

MS Office

Excel

Job description

KeyBank in Portland, OR seeks a Personal Banker to be a trusted advisor and problem solver for clients and businesses within our branch network.

You will engage with clients to uncover needs, open accounts, and provide guidance to support their financial wellness while collaborating with teammates and adhering to policies. Strong communication and a sales mindset are essential for success.