Private Client Banker: Build Wealth & Relationships

Rkminsurance; Oregon; On-site; USD 25,000 - 38,000; Full time

Benefits offered by this job

Comprehensive benefits package

Flexible work environment

Career development opportunities

Job summary

KeyCorp in McMinnville, Oregon, is seeking a Private Client Banker who will be responsible for managing client relationships and providing tailored financial advice. You will focus on clients with up to $2M in assets and work collaboratively with various internal teams to deliver comprehensive solutions.

The ideal candidate will have a relevant background in developing client relationships and achieving sales goals. KeyCorp offers a supportive work environment with opportunities for professional growth and development.

Qualifications

• Proven experience in developing customer relationships and achieving sales goals.
• Comfort with small business clients and interpersonal interaction skills.
• Knowledge of investment and insurance products and strong work ethic.

Responsibilities

• Deliver personalized financial advice to clients based on their needs.
• Build a referral pipeline through client conversations and prospecting.
• Ensure compliance with operational and security policies.

Skills

Client relationship management

Sales techniques

Financial wellness recommendations

Education

High School Diploma or GED

Bachelor's Degree

Tools

MS Windows

Office Products

Digital technology

Job description

KeyCorp in McMinnville, Oregon, is seeking a Private Client Banker who will be responsible for managing client relationships and providing tailored financial advice. You will focus on clients with up to $2M in assets and work collaboratively with various internal teams to deliver comprehensive solutions.

The ideal candidate will have a relevant background in developing client relationships and achieving sales goals. KeyCorp offers a supportive work environment with opportunities for professional growth and development.