Private Client Banker: Wealth & Relationship Advisor

KeyBank; Issaquah (WA); On-site; USD 71,635,000 - 110,208,000; Full time

Job summary

KeyBank in Issaquah is seeking a Private Client Banker to manage the full client relationship 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 presenting tailored recommendations.

The role emphasizes building trusted partnerships, opening accounts, supporting branch operations, and staying compliant with risk and policy guidelines.

Qualifications

• Experience in developing customer relationships and achieving sales goals.
• Foundational sales/service techniques including tele-consulting and networking.
• Licenses and licenses requirements listed in the posting.

Responsibilities

• Cultivate client relationships and identify financial wellness opportunities.
• Refer investment and insurance products to the appropriate specialists.
• Open personal and business accounts and support branch operations as needed.
• Maintain compliance with risk, security, and audit procedures.

Skills

Client relationships

Sales goals achievement

Prospecting

Financial wellness advice

Time management

Integrity

Cross-functional collaboration

Digital platforms education

Education

High School Diploma or equivalent

Bachelor's Degree (preferred)

Tools

MS Windows

Microsoft Office

Excel

Job description

KeyBank in Issaquah is seeking a Private Client Banker to manage the full client relationship 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 presenting tailored recommendations.

The role emphasizes building trusted partnerships, opening accounts, supporting branch operations, and staying compliant with risk and policy guidelines.