Private Client Banker: Personal Wealth Advisor

KeyBank; McMinnville (OR); On-site; USD 34,440 - 52,982; Full time

Benefits offered by this job

Competitive hourly wage

Incentive compensation

Comprehensive benefits package

Job summary

KeyBank in McMinnville, Oregon, seeks a Private Client Banker to provide tailored financial solutions to clients. This position emphasizes building strong client relationships, delivering exceptional service, and understanding client financial needs. Candidates should hold a high school diploma, with a bachelor's degree preferred, and possess experience in sales and customer service.

The role offers competitive hourly compensation ranging from $25.00 to $38.46 based on experience and other factors. Additional incentives may apply, reflecting KeyBank's commitment to client financial wellness.

Qualifications

• Experience in customer relationship development and achieving sales goals.
• Knowledge of financial products and services.
• Ability to assess clients' financial situations and offer tailored advice.

Responsibilities

• Deliver and refer financial solutions to clients.
• Build and maintain client relationships through networking.
• Ensure compliance with operational policies.

Skills

Client Relationship Management

Sales Techniques

Financial Wellness Recommendations

Interpersonal Skills

Education

High School Diploma or GED

Bachelor's Degree

Tools

MS Windows

Office Products

Job description

KeyBank in McMinnville, Oregon, seeks a Private Client Banker to provide tailored financial solutions to clients. This position emphasizes building strong client relationships, delivering exceptional service, and understanding client financial needs. Candidates should hold a high school diploma, with a bachelor's degree preferred, and possess experience in sales and customer service.

The role offers competitive hourly compensation ranging from $25.00 to $38.46 based on experience and other factors. Additional incentives may apply, reflecting KeyBank's commitment to client financial wellness.