Private Client Banker & Wealth Advisor

KeyCorp; McMinnville (OR); On-site; USD 71,635,000 - 110,208,000; Full time

Job summary

KeyCorp in McMinnville, Oregon, seeks a Private Client Banker to manage client relationships with a plan-based approach to financial advice. You will deliver and refer suitable financial solutions to clients with up to $2M in investable assets and work with Retail, Private Bank, Mortgage, and Business Banking teams.

Responsibilities include building relationships, opening accounts, and maintaining knowledge of products and services to support clients’ financial wellness goals.

Qualifications

• High School Diploma or equivalent required; Bachelor's degree preferred.
• Experience developing client relationships and meeting sales goals.
• Ability to work with internal partners and cross-sell products.
• FINRA licenses S6, S63, and SIE required; Life and Health licenses upon hire.
• Proficient in MS Office and digital banking tools.

Responsibilities

• Build and maintain client relationships through proactive outreach and referrals.
• Provide financial wellness recommendations and refer investment and insurance products.
• Open personal and business accounts and coordinate with partners.
• Ensure compliance with policies and conduct required training.

Skills

Client relationship

Sales & referrals

FINRA S6

FINRA S63

SIE

Life & Health Licenses

MS Office

Education

High School Diploma / GED or equivalent

Bachelor's Degree (preferred)

Tools

MS Windows

MS Word

MS Excel

MS Office

Job description

KeyCorp in McMinnville, Oregon, seeks a Private Client Banker to manage client relationships with a plan-based approach to financial advice. You will deliver and refer suitable financial solutions to clients with up to $2M in investable assets and work with Retail, Private Bank, Mortgage, and Business Banking teams.

Responsibilities include building relationships, opening accounts, and maintaining knowledge of products and services to support clients’ financial wellness goals.