Private Client Banker — Wealth Advisor

KeyCorp; Zillah (WA); On-site; USD 48,000 - 80,000; Full time

Job summary

KeyCorp in Zillah, WA, is seeking a Private Client Banker to manage the full client relationship with a plan-based financial approach. You will assess client needs, document data, and refer appropriate financial solutions to investment, insurance, and banking teams.

Candidates should have FINRA licenses and a background in relationship-building within financial services. The role requires collaboration with branch teammates, emphasis on client acquisition, and adherence to risk and compliance

Qualifications

• Proven ability to develop current and new client relationships and achieve sales goals.
• Excellent interpersonal skills to build rapport quickly with clients and partners.
• Ability to educate clients on financial wellness using product knowledge.

Responsibilities

• Embodies a strong client experience culture with each interaction.
• Identify financial wellness opportunities and provide tailored recommendations.
• Refer investment and insurance solutions to appropriate sales professionals.

Skills

Client relationships

Sales & referrals

Time management

Integrity

Education

High School Diploma or GED or equivalent

Bachelor's Degree preferred

Tools

MS Windows

MS Office (Word, Excel)

Job description

KeyCorp in Zillah, WA, is seeking a Private Client Banker to manage the full client relationship with a plan-based financial approach. You will assess client needs, document data, and refer appropriate financial solutions to investment, insurance, and banking teams.

Candidates should have FINRA licenses and a background in relationship-building within financial services. The role requires collaboration with branch teammates, emphasis on client acquisition, and adherence to risk and compliance