Private Client Advisor: Wealth Guidance & Relationships

KeyBank; Zillah (WA); On-site; USD 34,440 - 52,982; Full time

Benefits offered by this job

Incentive compensation

Health benefits

Paid time off

Job summary

KeyBank is actively looking for a Private Client Banker in Zillah, Washington. In this role, you will deliver comprehensive financial solutions to clients with up to $2M in investable assets. Your responsibilities will include creating strong relationships with clients and assisting with transactions.

The ideal candidate will have a strong sales background and the ability to provide financial wellness advice. A High School Diploma is required, and a Bachelor's Degree is preferred. This position also requires multiple financial licenses upon hire.

Qualifications

• Experience in developing customer relationships and achieving sales goals.
• Knowledge of sales and service techniques including prospecting.
• Interpersonal interaction skills to build rapport quickly.

Responsibilities

• Deliver and refer appropriate financial solutions to clients.
• Assist with transactions on the Teller line as needed.
• Participate in in-person meetings to deepen client relationships.

Skills

Client relationship development

Sales techniques

Financial wellness advice

Excellent time management

Building trust with clients

Education

High School Diploma

Bachelor's Degree

Tools

MS Windows

Microsoft Office

Job description

KeyBank is actively looking for a Private Client Banker in Zillah, Washington. In this role, you will deliver comprehensive financial solutions to clients with up to $2M in investable assets. Your responsibilities will include creating strong relationships with clients and assisting with transactions.

The ideal candidate will have a strong sales background and the ability to provide financial wellness advice. A High School Diploma is required, and a Bachelor's Degree is preferred. This position also requires multiple financial licenses upon hire.