Personal Banker-Auburn

Keybank National Association Auburn , WA 98092

Posted 4 months ago

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 Cleint 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

  • Completes and maintenances electronic client profiles using Key's technology such as the Client Experience (CE) Desktop

  • Maintains and calls on a client book of business

  • Assists on the Teller platform with new and existing clients of the bank with account transitions, maintaining responsibility for a cash drawer and following proper balancing procedures. Takes opportunities identified on the teller line to deepen and expand client relationship

REQUIRED QUALIFICATIONS:

  • High School Diploma, GED or equivalent experience

  • 1 year of experience in developing current and new customer relationships, achieving sales goals and building referral sources

  • Foundational knowledge of sales and service techniques with consumers and small businesses, including tele-consulting, outside calling, prospecting and networking

  • Demonstrated experience with influencing business partners, as this role will require significant influence of partners such as Key Investment Services, Mortgage and Business Banking sales professionals

  • Demonstrated ability to build and leverage Centers of Influence (COIs) to further promote business

  • Demonstrated strong customer service skills

  • Excellent communication skills and ability to work in a team environment

  • Working knowledge of PC (MS Windows and Office Products including Word, Excel, etc.)

  • Ability to work branch hours to include weekends and occasional evenings

  • Must have access to reliable transportation to facilitate travel outside of the branches, including outside sales calls

  • Physical Requirements:
    Frequent mobility (5-8 hours) in an office setting, ability to communicate face to face and on the phone with clients, frequent use of hands to manipulate/grasp objects, occasional bending and lifting from floor height, frequent lifting of 1 10 lbs., occasional lifting of up to 30 lbs.

Note: Employees in this position are required to comply with all rules and regulations of The Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (The SAFE Act). Employees hired or transferring into this position will need to meet the qualification requirements, in Key's sole discretion, under Reg. Z, prior to acting as a loan originator in a consumer credit transaction secured by a dwelling. Qualification requirements include but are not limited to an assessment of overall financial responsibility, character, and general fitness through review of a criminal background check, credit report, and information about any administrative, civil, or criminal findings by any government jurisdiction.

PREFFERED QUALIFICATIONS:

  • Undergraduate degree in business related field

  • Sales experience in banking, financial, or insurance industry

  • Possesses a general understanding of operations (risk, compliance, fraud, loss)

  • Cash handling experience

  • Working knowledge of Branch Teller Workstation

FLSA STATUS:

KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to engaging a diverse workforce and sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

JobID: 37181BR


icon no score

See how you match
to the job

Find your dream job anywhere
with the LiveCareer app.
Mobile App Icon
Download the
LiveCareer app and find
your dream job anywhere
App Store Icon Google Play Icon
lc_ad

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Medical Assistant OR LPN Clinic Auburn Clinic

Multicare Health System

Posted 3 days ago

VIEW JOBS 11/15/2019 12:00:00 AM 2020-02-13T00:00 JOB DETAILS BACK REFER FRIEND APPLY Medical Assistant OR LPN Clinic - Auburn Clinic Job Number: 74642 Location: Auburn, WA Job Category: Medical Assistant Employment Type: Full-Time Regular MultiCare Entity: MultiCare Medical Associates FTE: 1 Specialty: Not Applicable Department: Family Med Auburn Shift: Day Work Schedule: Variable The reasons to work at MultiCare are as unique as the people who do. Join us for the professional challenges you seek. In the settings you prefer. With schedules that fit your life. Learn more at www.multicarejobs.org Position Summary: The Medical Assistant is responsible for assisting the provider with back office duties in the outpatient management of patients and completing or assisting with front office duties. This position is a vital part of the office team that cares for patients in the clinic setting working under the direction of a physician. This position works closely with the physicians, other clinical staff, and front office staff. Work situations are a variety of clinical functions within a clinic setting requiring knowledge and integration of available standards, resources, and data; discretion; good judgment; diplomacy; decision making; and a customer service attitude. Acting as the patient advocate the Medical Assistant has continuous contact with physicians, patients, patient families/ significant others, community agencies, and MHS patient care staff and management. Minimum Requirements: One (1) year experience in physician's office or other medical facility preferred Education/Licenses/Certifications: Washington State Medical Assistant-Certified (MA-C) Certification OR Position Summary: The Clinic LPN functions as a primary clinic nurse under the direction of a physician, providing direct and indirect patient care and assisting the physician with patient care, procedures, and follow-up. Minimum Requirements: Two years experience as an LPN in a clinic setting preferred. Education/Licenses/Certifications: Current WA state LPN license. Urgent Care Clinics (excluding Immediate Clinics): ACLS (for adult population) and PEARS required within 6 months of hire Refer to CPR and ALS policy grid for requirements Join Our Talent Community Sign up to receive notifications of new jobs and other information. Sign up. People you may know at MultiCare See how you're connected. Refer a friend Set up an RSS feed MultiCare is an equal opportunity employer. Hiring decisions are made without regard to race, color, religion, national origin, sexual orientation, gender identity, disability or veteran status. EOE/AA/M/F/D/V MultiCare is a smoke-free, drug-free workplace. All employment offers are contingent upon acceptable pre-employment drug tests which include testing for the use of marijuana and nicotine. As part of our commitment to a healthy workplace, we require employees to obtain an annual flu immunization. If you are a job applicant who requires reasonable accommodation in the job application process, please contact our Candidate Experience Team at candidateexperienceteam@multicare.org. Multicare Health System Auburn WA

Personal Banker-Auburn

Keybank National Association