Private Client Banker: Your Path to Personal Wealth Growth

KeyCorp; Everett (WA); On-site; USD 34,000 - 52,000; Full time

Job summary

KeyBank in Everett, WA seeks a Professional Private Client Banker to manage client relationships with a plan-based financial advisory approach. You will deliver solutions to clients with up to $2M in investable assets, gathering client data and referring to specialists across Retail, Private Bank, Mortgage, and Business Banking.

Responsibilities include building a robust referral pipeline, prospecting, and delivering customized financial wellness recommendations while maintaining compliance and

Qualifications

• Experience in developing client relationships and meeting sales goals in financial services.
• Knowledge of private client products and services; ability to educate clients on digital platforms.

Responsibilities

• Provide financial wellness recommendations and refer appropriate investment/insurance products.
• Open and service client accounts; develop referral pipelines and partnerships with internal/external centers of influence.
• Ensure compliance with policies and procedures and maintain accurate client documentation.

Education

High School Diploma, GED, or equivalent experience

Bachelor's Degree (preferred) OR equivalent experience

FINRA Licenses (S6, S63, SIE) and Life/Health Insurance Licenses

Job description

KeyBank in Everett, WA seeks a Professional Private Client Banker to manage client relationships with a plan-based financial advisory approach. You will deliver solutions to clients with up to $2M in investable assets, gathering client data and referring to specialists across Retail, Private Bank, Mortgage, and Business Banking.

Responsibilities include building a robust referral pipeline, prospecting, and delivering customized financial wellness recommendations while maintaining compliance and