Personal Banker

Key Bank in Lynnwood, WA

  • Industry: Financial Services - Banking/Investment/Finance - Banker/Loan Officer
  • Type: Full Time
  • Compensation: $76,260.00 - 135,110.00 / Year*
position filled
job id:-40927BR
Job Description
ABOUT THE JOB (JOB BRIEF):
At Key, we have the opportunity to bring ease value and expertise to our clients by helping them have confidence and the peace of mind to dream big.
As a Personal Banker you will report to the Branch Manager. Responsible for acquiring new consumer and small business clients, to expand relationships with existing clients and help clients achieve confidence in their financial wellness. Develops a comprehensive understanding of client needs by utilizing the Financial Wellness Guide. Serves as a proactive member of the Retail branch team by being an initial sales and service contact for new and existing clients, both at the sales desk and across the teller line. Key s branch culture is to be cross functional, utilizing time on the teller line as opportunities to identify and build deeper relationships with our clients. Effectively manages existing clients/book of business to support the retention and growth of profitable client relationships through sales of deposit, loan and investment products (with appropriate licensing). Recommends products and services to help the client achieve financial goals and the team to achieve business goals. Identifies and resolves complex client service issues. Recognizes complex product and financial services opportunities and refers to appropriate sales professionals in Retail, Investment Services, Mortgage, Business Banking, and Private Banking. Meets or exceeds established Teamwork & Accountability goals, and production expectations while maintaining strict adherence to risk and operational policies. Serves as a backup to the Branch Manager when the Branch Manager is unavailable.
ESSENTIAL JOB FUNCTIONS:
The Personal Banker through execution of the Branch Playbook and Financial Wellness Reviews, helps clients achieve their Financial Goals. The Personal Banker also provides sales and service support to the Retail branch team. Personal Bankers and all Branch team members are expected to act professionally at all times, conduct business ethically, avoid conflicts of interest and act in the best interest our clients and Key
Primary Personal Banker Functions
Consistently executes on Key s Branch Playbook and seeks opportunities to deliver distinctive client service with each interaction
Establishes preset appointments, delivers quality Financial Wellness Review conversations, identifies needs, makes recommendations and follow s up
Provides financial solutions to clients to help them achieve their goals. Solutions could involve; payments, deposit, loan and investment products (with appropriate licensing)
Develops strong partnerships with Operations Leaders, Financial Advisors, Mortgage Advisors, Small Business colleagues and other line of business partners focusing on client acquisition and deepening the relationship of current clients; effectively manages internal and external Centers of Influence (COIs)
Supports acquisition of new clients and growth of current book of business by contacting and following up on system generated leads identified through the Client Experience (CE) Desktop (Key s branch platform system); documents activities by using the call report feature in the Desktop
Supports the branch in growing a profitable book of business to achieve individual and team goals
Provides sales and service assistance to all clients
Develops and maintains broad knowledge of products and services to appropriately support client needs
Ensures compliance with operational, security and audit procedures and policies
Participates in and occasionally facilitates daily branch huddles
Participates in special projects, campaigns and assignments as requested
Assists with coaching and training tellers and other branch professionals as needed
Accurately process all financial service transactions
Identifies and resolves complex client service opportunities
. See job URL for more information and EOE statement.
For more details go to URL
Associated topics: banker, banking product, loan officer, loan review, loan underwriter, mortgage loan officer, mortgage originator, officer, personal banker i, personal banker iii

* Estimated salary


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