Licensed Private Client Banker

KeyBank; Washington, Tumwater (District of Columbia, WA); On-site; Full time

Job summary

A leading bank seeks a Private Client Banker to deliver financial solutions to clients with up to $2M in assets. The role involves building relationships, providing tailored financial advice, and ensuring compliance with banking policies. Ideal candidates will have strong interpersonal skills and a commitment to client service.

Qualifications

• Experience in developing customer relationships and achieving sales goals.
• FINRA Licenses S6 and S63 required upon hire.

Responsibilities

• Builds a client referral pipeline and provides customized financial wellness recommendations.
• Ensures compliance with operational, risk, and audit procedures.

Skills

Sound judgment

Time management

Effective communication

Collaboration

Critical thinking

Education

High School Diploma

Bachelor's Degree

Job description

Location: 5400 Capitol Boulevard SE - Tumwater, Washington 98501-4400

Job Summary

Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and refer appropriate financial solutions to KeyBank's client base with up to $2M in investable assets. The PCB helps new and existing clients achieve confidence in their financial wellness by assessing their financial needs, gathering and documenting client data, and offering appropriate products and services. PCBs identify products and services to meet client needs and refer to appropriate sales professionals in Retail, Key Investment Services, Private Bank, Mortgage or Business Banking. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey. We take pride in serving our clients and making them feel that no bank will fight harder for them.

Responsibilities

1. Embodies 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.
2. Listen for clues for financial wellness opportunities during client conversations and provide effective and customized financial wellness recommendations to clients; delivers on client solutions through referring investment and insurance products.
3. Consistently attains individual activity, behavior, and outcome expectations.
4. Builds a client referral pipeline via identification and development of internal and external centers of influence; employs a disciplined approach to prospecting; documents calling efforts.
5. Develops and maintains an in-depth knowledge of private client products and services, as well as knowledge of competitive products and services to ensure meaningful in-depth financial wellness conversations with clients.
6. Opens personal and business accounts (consumer checking, small business, deposit products, home equity, unsecured lending, certificates of deposit, etc.).
7. Develops strong partnerships with branch teammates and line of business partners, focusing on client acquisition and deepening relationships; effectively manages internal and external centers of influence.
8. Ensures compliance with operational, risk, security, and audit procedures and policies, including appropriate documentation of client interactions.
9. Supports branch operations, including assisting with client transactions on the Teller line as needed.
10. Participates in and occasionally facilitates morning huddles and end-of-day debriefs.
11. Performs other duties as assigned; duties, responsibilities, and activities may change or be added at any time with or without notice.
12. Complies with all KeyBank policies and procedures, acting professionally, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of clients and the bank.

Qualifications

Education

• High School Diploma, GED, or equivalent experience (required)
• Bachelor's Degree (preferred)

Experience

• Experience in developing customer relationships, achieving sales goals, and building referral sources in insurance and investment products (required)
• Foundational knowledge of sales and service techniques, including tele-consulting, outside calling, prospecting, and networking (required)
• Comfort interacting with small business clients, overcoming objections, and asking fact-finding questions (preferred)
• Excellent interpersonal skills and ability to build rapport quickly (required)
• Experience influencing business partners and leveraging centers of influence (required)
• Working knowledge of PCs and digital technology (required)

Licenses and Certifications

• FINRA License S6 Upon Hire (required)
• FINRA License S63 Upon Hire (required)
• FINRA SIE (required)
• Life and Health Insurance Licenses (required)

Skills

Tactical Skills

• Sound judgment with customer accounts
• Ability to attain sales and referral goals through quality conversations
• Strong work ethic and integrity
• Time management skills

Personal Skills

• Adaptability and willingness to listen and adjust
• Collaboration and team participation
• Critical thinking and decision-making
• Emotional intelligence development

Practical Skills

• Business acumen
• Effective communication
• Risk management
• Storytelling principles
• Change navigation

Core Competencies

• Demonstrate Key's Values and Leadership Competencies

Physical Demands

• Prolonged standing, manual dexterity, communication, occasional lifting

Driving Requirements

• Ability to operate a motor vehicle with a valid driver's license

Compensation and Benefits

This position offers a base hourly rate of $25.00 to $35.00, depending on location and experience, plus potential incentive compensation based on performance.

For a list of benefits, please click here.

Job posting expires on 07/18/2025.

KeyCorp is an Equal Opportunity Employer. Qualified individuals with disabilities or disabled veterans may request reasonable accommodations by emailing [e-mail].