Private Client Banker: Wealth Solutions Advisor

KeyBank; Kent (WA); On-site; USD 71,635,200 - 110,208,000; Full time

Job summary

KeyBank in Kent, WA is seeking a Private Client Banker to manage client relationships and deliver plan-based financial advice for clients with up to $2M in investable assets. You will assess needs, gather data, and offer appropriate products and referrals to investment, insurance, private bank, mortgage, or business banking teams.

The PCB helps clients achieve financial wellness and builds a strong referral pipeline while collaborating with branch teammates and specialists.

Qualifications

• Experience building current and new customer relationships and achieving sales goals.
• Foundational sales/service techniques with clients and networking.
• Ability to work with high-net-worth clients and cross‑influence partners.
• Strong PC skills (Windows, Office) and digital platforms knowledge.

Responsibilities

• Provide tailored financial wellness recommendations to clients.
• Identify needs and refer to investment, insurance, private banking, mortgage or business banking teams.
• Maintain client relationships and develop referral pipelines.
• Document interactions and ensure compliance with procedures.

Skills

Client relationships

Sales goals

Referral development

Financial wellness

Prospecting

Networking

Advising clients

Digital platforms education

Education

High School Diploma, GED, or equivalent

Bachelor's Degree (preferred)

Tools

MS Windows

Microsoft Excel

Microsoft Word

Job description

KeyBank in Kent, WA is seeking a Private Client Banker to manage client relationships and deliver plan-based financial advice for clients with up to $2M in investable assets. You will assess needs, gather data, and offer appropriate products and referrals to investment, insurance, private bank, mortgage, or business banking teams.

The PCB helps clients achieve financial wellness and builds a strong referral pipeline while collaborating with branch teammates and specialists.