Private Client Banker: Wealth Advisor & Relationship Builder

KeyBank; Fairbanks (AK); Hybrid; USD 52,000 - 80,000; Full time

Job summary

KeyBank is seeking a Private Client Banker to manage full client relationships with a plan-based approach to financial advice. You will deliver and refer investment and insurance solutions, build a referral network, and collaborate with Investment Services, Mortgage, and Business Banking teams.

The role emphasizes compliant, customer-focused service and a drive to deepen existing relationships. Responsibilities include opening accounts, maintaining documentation, and staying knowledgeable about

Qualifications

• High school diploma or GED required; bachelor’s degree preferred.
• Experience building client relationships and achieving sales/referral goals.
• Proficient in MS Windows, MS Office (Word, Excel).

Responsibilities

• Listen for client wellness opportunities and provide tailored financial advice.
• Open personal and business accounts and manage deposits and lending products.
• Develop partnerships with branch teammates and business lines to grow relationships and referrals.
• Ensure compliance with procedures and assist with teller transactions as needed.

Skills

Client relationship management

Sales and referrals

Time management

Financial planning

Digital literacy

Education

High school diploma or GED

Bachelor's degree preferred

Tools

MS Windows

MS Office

Excel

Job description

KeyBank is seeking a Private Client Banker to manage full client relationships with a plan-based approach to financial advice. You will deliver and refer investment and insurance solutions, build a referral network, and collaborate with Investment Services, Mortgage, and Business Banking teams.

The role emphasizes compliant, customer-focused service and a drive to deepen existing relationships. Responsibilities include opening accounts, maintaining documentation, and staying knowledgeable about