Licensed Private Client Banker

KeyBank•Woodinville, WA

21h•Onsite

About The Position

The Private Client Banker (PCB) is part of KeyBank’s Key Private Client Program and focuses on the client relationship using a plan-based approach to financial advice. The role serves KeyBank clients with up to $2 million in investable assets by assessing financial needs, gathering and documenting client information, and offering or referring appropriate financial solutions. The PCB helps clients build confidence in their financial wellness and connects them with specialists in Retail, Key Investment Services, Private Bank, Mortgage, or Business Banking as appropriate. The role involves developing new and existing client relationships, providing personalized financial wellness recommendations, opening personal and business accounts, and supporting branch operations. The PCB works with branch teammates and business partners to acquire clients and deepen existing relationships, while following operational, risk, security, audit, and other KeyBank policies. This position is based in a branch and requires Saturday work as directed by management, regular and predictable attendance, and the ability to routinely operate a motor vehicle with a valid driver’s license. The position is eligible for a base hourly rate of $25.00–$38.46, with additional incentive compensation that may include production, commission, and/or discretionary incentives. Placement within the pay range may vary based on factors including skills, experience, and geographic location.

Requirements

High school diploma, GED, or equivalent experience.
Experience developing current and new customer relationships, achieving sales goals, and building referral sources in insurance and investment products.
Foundational knowledge of client sales and service techniques, including tele-consulting, outside calling, prospecting, and networking.
Strong interpersonal skills and ability to build rapport quickly.
Demonstrated experience influencing business partners and leveraging centers of influence, including partners in investment services, mortgage, and business banking.
Working knowledge of PCs, Microsoft Windows, and Microsoft Office products such as Word and Excel.
Working knowledge of digital technology, including mobile devices, apps, and web-based browsing, and ability to educate clients about Key’s digital platforms and capabilities.
FINRA Series 6 license.
FINRA Series 63 license.
FINRA Securities Industry Essentials (SIE) qualification.
Life, Accident, and Health Insurance licenses.
Ability to routinely and frequently operate a motor vehicle and hold a valid driver’s license.
Ability to meet the physical demands of the role, including prolonged standing, frequent hand use and reaching, occasional bending and lifting, and lifting items weighing up to 30 pounds.
Strong work ethic, high integrity, sound judgment, and excellent time management skills.

Nice To Haves

Bachelor’s degree.
Comfort interacting with small business clients, overcoming objections, and asking fact-finding questions to help clients.

Responsibilities

Provide a strong client experience and identify opportunities to support clients’ financial wellness.
Assess clients’ financial needs and provide customized recommendations, including referrals for investment and insurance products.
Meet individual activity, behavior, sales, referral, and outcome goals.
Build a client referral pipeline by identifying and developing internal and external centers of influence; prospect and document calling efforts.
Maintain in-depth knowledge of private client and competitive products and services.
Open personal and business accounts, including consumer checking, small business and deposit products, home equity, unsecured lending, and certificates of deposit.
Develop partnerships with branch teammates and line-of-business partners to acquire clients and deepen existing relationships.
Ensure compliance with operational, risk, security, audit, and documentation policies and procedures.
Support branch operations, including assisting with client transactions on the Teller line as needed.
Participate in and occasionally facilitate in-person morning huddles and end-of-day debriefs.
Work Saturdays as directed by management and maintain timely, regular, and predictable attendance.
Provide financial advice and planning support, including investment strategies, retirement planning, and tax optimization.
Evaluate clients’ overall financial situations and help them pursue financial wellness goals.
Stay informed about market trends and conditions to provide informed financial advice.
Perform other duties as assigned and comply with KeyBank policies, professional conduct standards, and its Code of Conduct.