Private Client Wealth Advisor

KeyBank; Veneta (OR); On-site; USD 34,440 - 52,982; Full time

Benefits offered by this job

Incentive compensation

Health benefits

Retirement plans

Job summary

KeyBank is seeking a Private Client Banker in Veneta, Oregon. The role requires building strong relationships with clients and advising them on financial wellness. Candidates must have experience in customer relationship development and strong sales techniques. The position includes benefits and an hourly rate of $25.00 - $38.46.

Applicants should have a high school diploma or equivalent at a minimum, with a preference for a bachelor's degree. The role involves referrals to various financial solutions and ensuring compliance with all banking policies.

Qualifications

• High School Diploma or equivalent required, Bachelor's preferred.
• Experience in developing customer relationships and achieving sales goals.
• Strong interpersonal skills to build rapport quickly.

Responsibilities

• Deliver financial advice and refer clients to appropriate products.
• Build and manage client referral pipeline.
• Ensure compliance with documentation and operational policies.

Skills

Client relationship development

Sales techniques

Financial advisory

Time management

Interpersonal skills

Education

High School Diploma or GED

Bachelor's Degree

Tools

Microsoft Office products

Digital technology platforms

Job description

KeyBank is seeking a Private Client Banker in Veneta, Oregon. The role requires building strong relationships with clients and advising them on financial wellness. Candidates must have experience in customer relationship development and strong sales techniques. The position includes benefits and an hourly rate of $25.00 - $38.46.

Applicants should have a high school diploma or equivalent at a minimum, with a preference for a bachelor's degree. The role involves referrals to various financial solutions and ensuring compliance with all banking policies.