Private Client Advisor – Financial Wellness

KeyCorp; Mount Vernon (WA); On-site; USD 70,315,000 - 107,453,000; Full time

Job summary

KeyCorp's Private Client Banker role in Mount Vernon, WA focuses on the entire client relationship with a plan-based approach to financial advice and solutions for clients with up to $2M in investable assets.

You will assess client needs, gather data, and refer to specialists in Retail, Investment Services, Private Bank, Mortgage, or Business Banking while upholding Key's client-centered service standards.

Qualifications

• High School Diploma, GED, or equivalent experience (required) or Bachelor's Degree (preferred).
• Experience in developing current and new customer relationships, achieving sales goals and building referral sources in insurance and investment products. (required)
• Foundational knowledge of sales and service techniques with clients, including tele-consulting, outside calling, prospecting and networking. (required)
• Interpersonal interaction skills and an ability to build rapport in matter of minutes is vital. (required)
• Demonstrated experience with influencing business partners and leveraging centers of influence. (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 within Key. (required)

Responsibilities

• Embodies a strong client experience culture and builds a referral pipeline.
• Listen for financial wellness opportunities and deliver customized recommendations.
• Develops knowledge of private client products and coordinates with partners.
• Develops partnerships with branch teammates and business lines to acquire and deepen relationships.
• Ensures compliance with operational, risk, and audit procedures.
• Support branch operations and assist with teller transactions as needed.
• Participate in morning huddles and end-of-day debriefs.

Skills

Client relationship building

Sales and cross-selling

Active listening

Financial wellness advising

Prospecting & networking

Education

Bachelor's Degree or higher

FINRA S6, S63, SIE licenses

Life and Health Insurance Licenses

High School Diploma or GED

Tools

MS Windows & MS Office

Job description

KeyCorp's Private Client Banker role in Mount Vernon, WA focuses on the entire client relationship with a plan-based approach to financial advice and solutions for clients with up to $2M in investable assets.

You will assess client needs, gather data, and refer to specialists in Retail, Investment Services, Private Bank, Mortgage, or Business Banking while upholding Key's client-centered service standards.