Private Client Banker — FINRA Licensed Advisor

KeyBank; Everett (WA); On-site; USD 34,000 - 52,000; Full time

Job summary

KeyBank in Everett, WA seeks a Private Client Banker to manage the full client relationship within the Private Client Program, delivering plan-based financial guidance for clients with up to $2M in investable assets.

The PCB collaborates with Retail, Private Bank, and Investment Services to connect clients with appropriate solutions, builds referral networks, and adheres to risk and operational standards.

Qualifications

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

Responsibilities

• Embodies a strong client experience culture with every client and teammate.
• Listen for financial wellness opportunities during client conversations and provide effective recommendations; refer investment/insurance products.
• Consistently attains activity, behavior, and outcome goals and expectations.
• Develops and maintains an in-depth knowledge of private client products and services and competitive offerings.

Skills

Client relationship development

Sales and referrals

Prospecting

Networking

Financial wellness guidance

Time management

Communication skills

Education

High School Diploma, GED, or equivalent (required)

Bachelor's Degree (preferred)

OR equivalent experience (required)

Job description

KeyBank in Everett, WA seeks a Private Client Banker to manage the full client relationship within the Private Client Program, delivering plan-based financial guidance for clients with up to $2M in investable assets.

The PCB collaborates with Retail, Private Bank, and Investment Services to connect clients with appropriate solutions, builds referral networks, and adheres to risk and operational standards.