Private Client Banker: Wealth Advisor for High‑Net Clients

KeyBank; Zillah (WA); On-site; USD 34,440 - 52,982; Full time

Benefits offered by this job

Comprehensive benefits package

Incentive compensation

Job summary

KeyBank is seeking a Private Client Banker in Zillah, Washington, dedicated to providing strategic financial advice and tailored services for clients with up to $2M in assets. This role emphasizes building strong relationships, analyzing clients' financial situations, and identifying appropriate investment solutions.

KeyBank offers a comprehensive benefits package and a base hourly rate between $25.00 and $38.46, depending on skills and experience.

Qualifications

• Experience in customer relationship development.
• Knowledgeable about investment and insurance products.
• Effective communication skills.

Responsibilities

• Facilitate client financial wellness conversations.
• Open personal and business accounts.
• Ensure compliance with bank policies.

Skills

Strong client experience

Financial advising

Sales techniques

Interpersonal skills

Digital technology

Education

High School Diploma or equivalent

Bachelor’s Degree

Tools

MS Windows

MS Office (Word, Excel)

Job description

KeyBank is seeking a Private Client Banker in Zillah, Washington, dedicated to providing strategic financial advice and tailored services for clients with up to $2M in assets. This role emphasizes building strong relationships, analyzing clients' financial situations, and identifying appropriate investment solutions.

KeyBank offers a comprehensive benefits package and a base hourly rate between $25.00 and $38.46, depending on skills and experience.