Private Client Banker: Wealth Advisor & Partner

KeyBank; Mill Creek (WA); On-site; USD 34,000 - 53,000; Full time

Job summary

KeyBank is seeking a Private Client Banker to manage client relationships with a plan-based financial advice approach. You will deliver tailored financial solutions to clients with investable assets up to $2M, build trust, gather client data, and refer products across Retail, Private Bank, Mortgage, and Business Banking.

This role emphasizes proactive relationship nurturing, strong sales and referral generation, and adherence to risk controls.

Qualifications

• Requires a High School Diploma or equivalent; Bachelor's degree preferred.
• Experience developing client relationships and meeting sales goals.
• Ability to refer investment and insurance products to clients.

Responsibilities

• Builds a client referral pipeline and documents outreach efforts.
• Delivers financial wellness recommendations and connects clients with appropriate solutions.
• Maintains knowledge of private client products and market offerings.
• Supports branch operations and onboarding of clients at the teller line.

Skills

Relationship building

Financial advising

Sales goals

Networking

Education

High School Diploma

Bachelor's Degree preferred

Tools

MS Windows

MS Office

Job description

KeyBank is seeking a Private Client Banker to manage client relationships with a plan-based financial advice approach. You will deliver tailored financial solutions to clients with investable assets up to $2M, build trust, gather client data, and refer products across Retail, Private Bank, Mortgage, and Business Banking.

This role emphasizes proactive relationship nurturing, strong sales and referral generation, and adherence to risk controls.