Private Client Banker: Wealth Advisory for High Net Worth

KeyBank; Juneau (AK); On-site; USD 34,000 - 52,000; Full time

Job summary

KeyBank seeks a Private Client Banker in Juneau, AK to own client relationships with a plan-based approach to financial advice. You will deliver and refer appropriate financial solutions to clients with up to $2M in investable assets, gathering data and offering suitable products and services.

You will build partnerships with branch teams, maintain compliance, and drive client acquisition and deepening relationships through proactive engagement.

Qualifications

• Experience in developing current and new customer relationships with sales goals.
• Foundational knowledge of sales and service techniques with clients.
• Interpersonal skills to build rapport quickly.

Responsibilities

• Deliver financial wellness recommendations and refer investment and insurance products.
• Develop and maintain a client referral pipeline with centers of influence.
• Open personal and business accounts and support branch operations.
• Ensure compliance with policies and documentation of client interactions.
• Collaborate with internal partners to meet client needs.

Skills

Client experience culture

Sales goals

Referral development

Prospecting

Relationship building

Cross-functional collaboration

Digital literacy

Banking product knowledge

Communication

Time management

Education

High School Diploma or GED

Bachelor's Degree (preferred)

Tools

MS Windows

MS Office

Digital platforms (banking apps)

Job description

KeyBank seeks a Private Client Banker in Juneau, AK to own client relationships with a plan-based approach to financial advice. You will deliver and refer appropriate financial solutions to clients with up to $2M in investable assets, gathering data and offering suitable products and services.

You will build partnerships with branch teams, maintain compliance, and drive client acquisition and deepening relationships through proactive engagement.