Personal Banker

Location: 510 East Pine Street, Central Point, OR 97502

About the role

Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. Personal Bankers engage clients in deeper conversations to uncover needs and provide guidance and solutions to assist in clients' financial wellness both in person and through proactive calling efforts. As part of the branch team, the Personal Banker will work toward attracting new clients to Key and work with existing clients to develop and expand relationships based on their unique financial goals, leading to client confidence in their finances. The Personal Banker is a client‑first, sales‑driven, self‑motivated, and competitive individual. Strong and effective teamwork, paired with communication polish and confidence, are critical for this role.

Responsibilities

• Embody a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their day, personally, professionally, and financially.
• Listen for clues for financial wellness opportunities during in‑person and over‑the‑phone client conversations and provide effective, customized financial wellness recommendations.
• Consistently attain individual activity, behavior, and outcome goals and expectations.
• Open personal and business accounts (consumer checking, small business, various deposit products, home equity, unsecured lending, certificates of deposit, etc.).
• Develop strong partnerships with branch teammates and line‑of‑business partners – focusing on client acquisition and deepening relationships with current clients; effectively manage internal and external centers of influence.
• Ensure compliance with operational, risk, security, and audit procedures and policies, including appropriate documentation of client interactions.
• Support branch operations, including assisting with client transactions on the teller line as needed.
• Participate in and occasionally facilitate in‑person morning huddles and end‑of‑day debriefs.
• Work on Saturdays as directed by management.
• Maintain timeliness and regular, predictable attendance; staff schedules are based on anticipated branch traffic and transaction volume to ensure sufficient coverage of client service needs.
• Schedule appointments outside working hours when practical; if an appointment must be scheduled during working hours, provide the manager with as much advance notice as possible.
• Perform other duties as assigned; duties, responsibilities, and/or activities may change or new ones may be assigned at any time with or without notice.
• Comply with all KeyBank policies and procedures, including acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key.

Requirements

• Education: High School Diploma, GED, or equivalent business experience (required); Bachelor’s Degree (preferred).
• Experience: Minimum 1 year developing current and new customer relationships, achieving sales goals, and building referral sources (required). Sales experience is more important than financial services experience.
• Understanding of consumer credit – including loan‑to‑value, debt‑to‑income, and credit reports (required).
• Foundational knowledge of sales and service techniques with clients, including tele‑consulting, outside calling, prospecting, and networking (required).
• Comfortable interacting with small business clients, overcoming objections, and asking fact‑finding questions with the goal of being helpful (preferred).
• Demonstrated experience influencing business partners and leveraging centers of influence, as this role requires significant influence of partners such as Key Investment Services, Mortgage, and Business Banking sales professionals (required).
• Working knowledge of PCs (MS Windows and Office products including Word, Excel, etc.) (required).
• Working knowledge of digital technology (mobile, apps, web‑based browsing) and ability to educate clients on digital platforms and capabilities within Key (required).
• Licenses & Certifications: Notary License (preferred).

Skills

• Knowledgeable about the client’s accounts and business with the bank; uses sound judgment with clients and transactions.
• Demonstrated ability to attain sales and referral goals through preset appointments and quality conversations leading to recommendations that support clients’ financial wellness goals, leveraging system‑generated lead lists, walk‑ins, and professional contacts.
• Strong work ethic and high level of integrity.
• Excellent time management skills.
• Building and nurturing relationships with clients – identifying potential clients, engaging to understand their needs, and developing strategies to convert them into long‑term clients; deepening relationships with existing clients by offering additional products and services that meet evolving needs.
• Attentive to client needs, resolving issues promptly, and ensuring a positive banking experience.
• Ability to evaluate financial information to understand clients’ financial health, identify investment opportunities, and recommend strategies.
• Understanding and managing risks associated with banking operations and client transactions.
• Strong verbal and non‑verbal communication skills to understand clients’ needs and recommend appropriate banking products and services.
• Accurate and efficient handling of cash transactions.

Core Competencies

All KeyBank employees are expected to demonstrate Key’s Values and abide by Key’s Code of Conduct.

Physical Demands

• Consumer Retail – Prolonged standing (5–8 hours per day)
• Frequent use of hands to manipulate/grasp objects
• Ability to communicate face‑to‑face and on the phone with clients
• Occasional bending and lifting from floor height
• Frequent forward reach
• Frequent lifting of 1–10 lbs.
• Occasional lifting of up to 30 lbs.

Driving Requirements

Ability to routinely and frequently operate a motor vehicle with a valid driver’s license.

Work Location

Branch

Pay

Base hourly rate range: $20.67 – $31.25 per hour. Placement within the range may differ based on skills, experience, and geographic location. Compensation also includes incentive compensation which may include production, commission, and/or discretionary incentives.

Benefits

This position is eligible for a comprehensive benefits package. View the list of benefits for which this position is eligible.

Schedule

• Work on Saturdays as directed by management.
• Staff schedules are