Private Client Banker: Trusted Wealth Advisor

KeyCorp; Mill Creek (WA); On-site; USD 52,000 - 80,000; Full time

Job summary

KeyBank’s Private Client Banker role in Mill Creek focuses on owning the client relationship with a plan-based approach to financial advice. You will deliver solutions to clients with up to $2M in investable assets and refer products to specialists across Retail, Private Bank, Mortgage, and Business Banking, helping clients move forward in their financial journey.

This role requires building strong partnerships with branch teammates, maintaining up-to-date knowledge of private client offerings,

Qualifications

• Experience in developing customer relationships and achieving sales goals.
• Foundational knowledge of sales techniques including tele-consulting, outside calling, prospecting and networking.
• Interpersonal skills with quick rapport-building; ability to influence partners.
• Experience influencing partners such as Key Investment Services, Mortgage and Business Banking.
• Working knowledge of PCs and MS Office; digital literacy to educate clients on Key platforms.

Responsibilities

• Provide tailored financial wellness recommendations during client conversations.
• Refer investment and insurance products to meet client needs.
• Open personal and business accounts and develop client relationships.
• Maintain knowledge of private client products and competitive offerings.
• Ensure compliance with policies and perform branch operations duties as needed.

Skills

Client relationships

Sales goals

Referral sources

Financial wellness

Financial planning

Education

High School Diploma / GED or Bachelor's degree

Job description

KeyBank’s Private Client Banker role in Mill Creek focuses on owning the client relationship with a plan-based approach to financial advice. You will deliver solutions to clients with up to $2M in investable assets and refer products to specialists across Retail, Private Bank, Mortgage, and Business Banking, helping clients move forward in their financial journey.

This role requires building strong partnerships with branch teammates, maintaining up-to-date knowledge of private client offerings,