Key

Key

Licensed Private Client Banker

Bellevue, WA

Sponsorship not specified$25k-$38kDetected 2 days ago
ExcelPCB DesignTime Management

About the role

  • The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice.
  • The PCB helps new and existing clients achieve confidence in their financial wellness by assessing their financial needs, gathering and documenting client data, and offering appropriate products and services.
  • PCBs identify products and services to meet client needs and refer to appropriate sales professionals in Retail, Key Investment Services, Private Bank, Mortgage or Business Banking.

Responsibilities

  • As a PCB, you will deliver and refer appropriate financial solutions to KeyBank's client base with up to $2M in investable assets.
  • Support of branch operations including assisting with client transactions on the Teller line as needed.
  • Builds a client referral pipeline via identification and development of internal and external centers of influence; Employs a disciplined approach to prospecting; documents calling efforts.

Requirements

  • Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.
  • High School Diploma, GED, or equivalent experience (required) or
  • OR equivalent experience (required)
  • Experience in developing current and new customer relationships, achieving sales goals and building referral sources in insurance and investment products. (required)
  • Foundational knowledge of sales and service techniques with clients, including tele-consulting, outside calling, prospecting and networking. (required)
  • Interpersonal interaction skills and an ability to build rapport in matter of minutes is vital. (required)
  • Working knowledge of PCs (MS Windows and Office Products including Word, Excel, etc.). (required)
  • Working knowledge of digital technology (mobile, apps, web-based browsing) and ability to educate clients on digital platforms and capabilities within Key (required)
  • FINRA License S6 (required)
  • FINRA License S63 (required)

Nice to have

  • Bachelor's Degree (preferred)
  • Comfortable interacting with small business clients, overcoming objection, and asking fact-finding questions with the goal of being helpful. (preferred)

Skills

  • Is knowledgeable about the client's accounts and business with the bank and uses sound judgment with clients and transactions.
  • Strong work ethic and high level of integrity.
  • Excellent time management skills.
  • Staying updated with market trends and analyzing market conditions to provide informed financial advice.
  • All KeyBank employees are expected to demonstrate Key's Values and abide by Key's Code of Conduct.
  • Consumer Retail
  • Ability to routinely and frequently operate a motor vehicle with a valid driver's license.
  • Core Competencies
  • Branch

Compensation

  • for this role also includes incentive compensation which may include production, commission, and/or discretionary incentives.

Benefits

  • Develops and maintains an in-depth knowledge of private client products and services, as well as knowledge of competitive products and services to ensure meaningful in-depth financial wellness conversations with clients.
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This listing is sourced directly from Key's careers page and normalized into a canonical job model.