Private Client Banker: Wealth Advisory for $2M+

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

Job summary

KeyBank is seeking a Private Client Banker to be a problem solver, trusted advisor, and partner to clients and businesses in the community. The PCB focuses on the entire client relationship with a plan-based approach to financial advice, delivering and referring investment and insurance solutions for clients with up to $2M in investable assets.

You will build relationships, expand referrals, open accounts, and collaborate with Retail, Private Bank, and Mortgage teams while complying with all

Qualifications

• FINRA S6 license required.
• FINRA S63 license required.
• FINRA SIE (SIE) license required.
• Life, Accident, and Health Insurance licenses required.

Responsibilities

• Embodies a strong client experience culture with every client interaction.
• Listen for financial wellness opportunities and provide tailored recommendations; refer products as needed.
• Attain individual activity, behavior, and outcome goals.

Skills

Relationship building

Sales skills

Time management

Communication

Financial guidance

Client advisory

Education

High School Diploma / GED

Bachelor's Degree preferred

Tools

MS Windows

Microsoft Office

Job description

KeyBank is seeking a Private Client Banker to be a problem solver, trusted advisor, and partner to clients and businesses in the community. The PCB focuses on the entire client relationship with a plan-based approach to financial advice, delivering and referring investment and insurance solutions for clients with up to $2M in investable assets.

You will build relationships, expand referrals, open accounts, and collaborate with Retail, Private Bank, and Mortgage teams while complying with all