Licensed Private Client Banker

KeyBank•Woodinville, WA

1d•$25 - $38•Onsite

About The Position

The Private Client Banker (PCB) is part of KeyBank’s Key Private Client Program and focuses on the entire client relationship through a plan-based approach to financial advice. The role serves KeyBank clients with up to $2 million in investable assets, helping new and existing clients build confidence in their financial wellness by assessing their needs, gathering and documenting client information, and offering appropriate products and services. The PCB identifies solutions and refers clients to sales professionals in Retail, Key Investment Services, Private Bank, Mortgage, or Business Banking. The position is based in a branch and combines financial wellness conversations, account opening, prospecting, relationship development, referrals, and branch operational support. It requires in-person client and teammate engagement, compliance with bank policies and procedures, and Saturday work as directed by management. Schedules are set in advance based on anticipated branch traffic and transaction volume; regular and predictable attendance is essential. The role may involve scheduling client appointments outside working hours where practical, with advance notice to management when appointments must occur during working hours. The position requires a high school diploma, GED, or equivalent experience; a bachelor’s degree is preferred. Required licenses are FINRA Series 6, FINRA Series 63, Securities Industry Essentials (SIE), and Life, Accident, and Health Insurance licenses. Compensation is an hourly base rate of $25.00–$38.46, with incentive compensation that may include production, commission, and/or discretionary incentives. The role requires routinely and frequently operating a motor vehicle with a valid driver’s license.

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 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 Office products such as Word and Excel.
Working knowledge of digital technology, including mobile devices, apps, and web browsing, and ability to educate clients on KeyBank digital platforms and capabilities.
FINRA License Series 6.
FINRA License Series 63.
FINRA Securities Industry Essentials (SIE) qualification.
Life, Accident, and Health Insurance licenses.
Knowledge of client accounts and banking relationships, and sound judgment in client interactions and transactions.
Ability to attain sales and referral goals through appointments and quality conversations, using system-generated lead lists, walk-ins, and professional contacts.
Strong work ethic and high integrity.
Excellent time-management skills.
Ability to routinely and frequently operate a motor vehicle with a valid driver’s license.
Ability to meet the stated physical demands, including prolonged standing, frequent hand use and reaching, communication with clients, occasional bending, and lifting.

Nice To Haves

Bachelor’s degree.
Comfort interacting with small business clients, overcoming objections, and asking fact-finding questions with the goal of being helpful.

Responsibilities

Provide a strong client experience by being present with clients and teammates.
Identify financial wellness opportunities in client conversations and provide customized recommendations, including referring clients to investment and insurance products.
Meet individual activity, behavior, and outcome goals and expectations.
Build a client referral pipeline by identifying and developing internal and external centers of influence; prospect systematically 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, deposit products, home equity, unsecured lending, and certificates of deposit.
Build partnerships with branch teammates and line-of-business partners through in-person meetings to acquire clients and deepen existing relationships.
Follow operational, risk, security, and audit procedures and policies, including documenting client interactions appropriately.
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.
Provide management as much advance notice as possible when appointments need to be scheduled during working hours.
Perform other duties as assigned and comply with KeyBank policies and procedures, including professional and ethical conduct and acting in clients’ best interests.
Provide clients with financial guidance, including investment strategies, retirement planning, and tax optimization, tailored to their financial situations and goals.
Develop and maintain client relationships, including with high-net-worth clients, through prospecting, networking, trust-building, and personalized service.
Assess clients’ overall financial wellness, including day-to-day finances, saving for the future, and protection against financial risks.
Stay informed about market trends and analyze market conditions to support informed financial advice.