Private Client Banker: Wealth Wellness Advisor

KeyCorp; Eugene (OR); On-site; USD 34,000 - 52,000; Full time

Job summary

KeyBank is seeking a Private Client Banker to serve clients with a plan-based approach to financial advice. The PCB will manage the full client relationship, assessing needs and offering suitable products and services. They will refer to Retail, Private Bank, and other specialists as required to grow client wealth.

The role emphasizes building a referral network, maintaining product knowledge, and delivering personalized financial wellness conversations while complying with all policies.

Qualifications

• Familiar with client relationship management in financial services.
• Experience providing financial wellness guidance and product referrals.
• Proven ability to meet sales goals through client interactions.

Responsibilities

• Develop and manage the full client relationship with a plan-based approach.
• Deliver financial solutions and refer to appropriate specialists.
• Build a referral pipeline and document client interactions.
• Maintain knowledge of private client products and competitors.
• Ensure compliance with risk, security and audit procedures.

Skills

Client relationship management

Financial advisory

Sales and referrals

Communication skills

Digital platforms

MS Office

Education

High School Diploma or GED

Bachelor's Degree preferred

Job description

KeyBank is seeking a Private Client Banker to serve clients with a plan-based approach to financial advice. The PCB will manage the full client relationship, assessing needs and offering suitable products and services. They will refer to Retail, Private Bank, and other specialists as required to grow client wealth.

The role emphasizes building a referral network, maintaining product knowledge, and delivering personalized financial wellness conversations while complying with all policies.