Private Client Banker — Wealth & Relationship Advisor

KeyBank; Bothell (WA); On-site; USD 34,440 - 52,982; Full time

Job summary

KeyBank is seeking a Private Client Banker in Bothell, WA, to deliver financial solutions to clients with up to $2M in investable assets. The successful candidate will focus on building long-term relationships, providing tailored financial advice, and ensuring client satisfaction.

In this role, you will be responsible for managing client interactions, complying with KeyBank's policies, and fostering partnerships with internal sales professionals. Strong sales skills and financial knowledge are essential for this position.

Qualifications

• Experience in developing customer relationships and achieving sales goals.
• Knowledge of sales techniques and client interactions.
• Ability to build rapport with clients quickly.

Responsibilities

• Deliver customized financial wellness recommendations.
• Open personal and business accounts for clients.
• Build a client referral pipeline through effective prospecting.

Skills

Client relationship management

Financial advisory expertise

Sales techniques

Interpersonal skills

Digital technology proficiency

Education

High School Diploma or GED

Bachelor's Degree

Tools

MS Office Suite (Word, Excel)

Job description

KeyBank is seeking a Private Client Banker in Bothell, WA, to deliver financial solutions to clients with up to $2M in investable assets. The successful candidate will focus on building long-term relationships, providing tailored financial advice, and ensuring client satisfaction.

In this role, you will be responsible for managing client interactions, complying with KeyBank's policies, and fostering partnerships with internal sales professionals. Strong sales skills and financial knowledge are essential for this position.