Private Client Banker: Wealth Solutions Advisor

KeyCorp; Centralia (WA); On-site; USD 52,000 - 78,000; Full time

Job summary

KeyCorp in Centralia, WA seeks a Private Client Banker to manage client relationships with a plan-based approach, delivering financial solutions to clients with up to $2M in investable assets, and coordinating with Retail, Private Bank, Mortgage, and Business Banking teams.

The PCB gathers client data, assesses needs, and refers appropriate products while building a steady referral pipeline and ensuring compliance and risk procedures are followed to deliver superior client experiences in a

Qualifications

• High School Diploma or GED required; Bachelor's degree preferred.
• Experience in developing client relationships and meeting sales goals.
• Knowledge of insurance and investment products, and ability to refer to specialists.

Responsibilities

• Build and maintain a client referral pipeline through internal and external centers of influence.
• Identify financial wellness opportunities and provide customized recommendations.
• Open and service client accounts and coordinate with various banking and investment teams.

Skills

Client relationships

Sales

Insurance products

Financial advice

Communication

Education

High School Diploma

Bachelor's Degree

Tools

MS Office

CRM systems

Job description

KeyCorp in Centralia, WA seeks a Private Client Banker to manage client relationships with a plan-based approach, delivering financial solutions to clients with up to $2M in investable assets, and coordinating with Retail, Private Bank, Mortgage, and Business Banking teams.

The PCB gathers client data, assesses needs, and refers appropriate products while building a steady referral pipeline and ensuring compliance and risk procedures are followed to deliver superior client experiences in a