Private Client Banker — Wealth Advisor for High‑Net‑Worth Clients

KeyBank; Shelton (WA); On-site; USD 33,778 - 51,660; Full time

Benefits offered by this job

Incentive compensation based on performance

Qualified health benefits

Job summary

A leading financial institution is seeking a Private Client Banker in Shelton, Washington. The role involves delivering tailored financial advice and solutions to clients with investable assets, ensuring compliance, and achieving sales goals. Ideal candidates have strong interpersonal skills and a background in customer relationships. This position offers a competitive hourly rate between $24.52 and $37.50 and various benefits.

Qualifications

• Experience in developing customer relationships and achieving sales goals.
• Working knowledge of PC and digital technology.
• Interpersonal skills for building rapport with clients.

Responsibilities

• Deliver financial solutions to clients and refer to appropriate products.
• Consistently meet individual activity and outcome goals.
• Assist with client transactions on teller line as needed.

Skills

Sales techniques

Interpersonal skills

Financial advice

Time management

Education

High School Diploma or equivalent

Bachelor's Degree

Tools

MS Windows

MS Office Products

Job description

A leading financial institution is seeking a Private Client Banker in Shelton, Washington. The role involves delivering tailored financial advice and solutions to clients with investable assets, ensuring compliance, and achieving sales goals. Ideal candidates have strong interpersonal skills and a background in customer relationships. This position offers a competitive hourly rate between $24.52 and $37.50 and various benefits.