Private Client Banker – Wealth Advisory & Relationships

KeyBank; Oregon; On-site; USD 34,440 - 52,982; Full time

Benefits offered by this job

Incentive compensation

Comprehensive benefits package

Job summary

KeyBank is hiring a Private Client Banker in Oregon, responsible for managing client relationships, providing tailored financial solutions, and ensuring compliance with banking procedures. This role emphasizes financial wellness and client acquisition, offering a competitive hourly rate from $25.00 to $38.46, plus incentives.

Successful candidates will have a strong sales background and interpersonal skills to cultivate long-term relationships with clients, making significant contributions to their financial health.

Qualifications

• Experience in developing customer relationships and achieving sales goals.
• Knowledge of sales and service techniques including prospecting and networking.
• Strong interpersonal skills to build rapport with clients.

Responsibilities

• Deliver and refer appropriate financial solutions to clients.
• Build a client referral pipeline and maintain knowledge of products.
• Ensure compliance with operational and audit procedures.

Skills

Financial wellness recommendations

Client relationship management

Sales techniques

Time management

Knowledge of investment strategies

Education

High School Diploma or equivalent

Bachelor's Degree

Tools

MS Office (Word, Excel)

Digital technology tools

Job description

KeyBank is hiring a Private Client Banker in Oregon, responsible for managing client relationships, providing tailored financial solutions, and ensuring compliance with banking procedures. This role emphasizes financial wellness and client acquisition, offering a competitive hourly rate from $25.00 to $38.46, plus incentives.

Successful candidates will have a strong sales background and interpersonal skills to cultivate long-term relationships with clients, making significant contributions to their financial health.