Private Client Advisor (Up to $2M AUM)

KeyBank; McMinnville (OR); On-site; USD 50,000 - 70,000; Full time

Job summary

KeyBank in McMinnville, Oregon, is seeking a Private Client Banker (PCB) who will serve as a trusted advisor to clients with significant investable assets. This role requires delivering personalized financial solutions while ensuring a high-quality client experience.

The ideal candidate will possess a High School Diploma or GED, with a Bachelor's Degree preferred. Responsibilities include assessing client financial needs and collaborating with branch teammates to deepen client relationships.

Qualifications

• Required High School Diploma or GED.
• Preferred Bachelor's Degree.
• Experience in financial services is beneficial.

Responsibilities

• Deliver financial solutions to clients with up to $2M in assets.
• Open personal and business accounts.
• Ensure compliance with operational and audit procedures.

Skills

Client relationship management

Financial wellness assessment

Sales and referrals

Education

High School Diploma or equivalent

Bachelor's Degree

Job description

KeyBank in McMinnville, Oregon, is seeking a Private Client Banker (PCB) who will serve as a trusted advisor to clients with significant investable assets. This role requires delivering personalized financial solutions while ensuring a high-quality client experience.

The ideal candidate will possess a High School Diploma or GED, with a Bachelor's Degree preferred. Responsibilities include assessing client financial needs and collaborating with branch teammates to deepen client relationships.