Private Client Banker: Trusted Financial Wellness Advisor

KeyBank; Juneau (AK); On-site; USD 34,000 - 52,000; Full time

Job summary

KeyBank in Juneau, Alaska seeks a Private Client Banker to manage the full client relationship with a plan-based financial advisory approach. You will assess client needs, gather data, and offer suitable products and referrals to investment, private bank, mortgage, and business banking teams.

Responsibilities include opening accounts, building partnerships with branch teammates, and delivering personalized financial wellness solutions while ensuring compliance and risk controls are followed.

Qualifications

• Experience developing relationships and achieving sales goals.
• Foundational knowledge of sales and service techniques with clients.
• Interpersonal skills to build rapport quickly.
• Ability to influence partners and cross-sell across lines of business.
• Proficiency with MS Office and digital platforms.

Responsibilities

• Provide customized financial wellness recommendations to clients.
• Refer investment and insurance products to appropriate specialists.
• Build a referral pipeline and document outreach efforts.
• Open personal and business accounts and support branch operations.
• Maintain compliance with policies and risk procedures.

Education

High School Diploma or GED

Bachelor's Degree preferred

Job description

KeyBank in Juneau, Alaska seeks a Private Client Banker to manage the full client relationship with a plan-based financial advisory approach. You will assess client needs, gather data, and offer suitable products and referrals to investment, private bank, mortgage, and business banking teams.

Responsibilities include opening accounts, building partnerships with branch teammates, and delivering personalized financial wellness solutions while ensuring compliance and risk controls are followed.