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Hire Ahead Private Client Banker - Careers at KeyBank

KeyBank

Hire Ahead Private Client Banker - Careers at KeyBank

full-timePosted: Feb 3, 2026

Job Description

About KeyBank

KeyBank is a leading national bank dedicated to empowering clients in their financial journeys. With a commitment to being the bank that fights hardest for its customers, KeyBank serves communities across the United States through innovative banking solutions, investment services, and personalized financial advice. Join our team in Tacoma, WA, and become part of a culture that values problem-solving, trusted partnerships, and client success.

Position Summary

The Hire Ahead Private Client Banker (PCB) role at KeyBank's Tacoma branch (8402 Pacific Avenue, Tacoma, WA 98444) is your opportunity to make a real impact. As part of the Key Private Client Program, you'll serve clients with up to $2M in investable assets, acting as a trusted advisor. Focus on holistic financial wellness by assessing needs, documenting data, and referring tailored solutions across retail banking, investments, mortgages, and business banking. This hire-ahead position prepares top talent for future PCB opportunities while contributing immediately to branch success.

Key Responsibilities

  • Deliver exceptional client experiences by listening for financial opportunities and providing customized recommendations, including referrals for investments and insurance.
  • Prospect and build referral pipelines through disciplined calling, networking, and partnerships with internal teams like Key Investment Services and Mortgage.
  • Open accounts (checking, business, deposits, lending) and educate clients on digital tools like mobile apps and online banking.
  • Ensure compliance with all policies, support branch operations (including teller duties), and participate in daily huddles.
  • Achieve sales goals, overcome objections, and foster relationships with small business clients.

Required Qualifications

  • High School Diploma/GED required; Bachelor's Degree preferred.
  • FINRA S6, S63, and SIE licenses required upon hire.
  • Proven experience in customer relationships, sales goals, prospecting, and influencing partners.
  • Strong interpersonal skills, PC proficiency (MS Office), and digital tech knowledge.
  • Comfort with Saturday shifts and dynamic branch environment.

Why Join Us

At KeyBank, you'll thrive in a supportive environment with competitive pay ($24.52 - $37.50/hour, equating to $50,998 - $78,000 annually), comprehensive benefits, and growth opportunities. Be the partner your clients trust for financial confidence. Search 'KeyBank careers Tacoma' or 'Private Client Banker jobs Washington' to learn more. Apply today and advance your banking career!

Locations

  • Tacoma, Washington, United States

Salary

50,998 - 78,000 USD / yearly

Estimated Salary Rangehigh confidence

50,998 - 78,000 USD / yearly

* This is an estimated range based on market data and may vary based on experience and qualifications.

Skills Required

  • Client Relationship Managementintermediate
  • Financial Wellness Advisingintermediate
  • Sales and Prospectingintermediate
  • Referral Networkingintermediate
  • Digital Technology Proficiencyintermediate

Required Qualifications

  • High School Diploma or GED (required), Bachelor's Degree (preferred) (experience)
  • FINRA Licenses S6, S63, SIE (required upon hire) (experience)
  • Experience in sales goals achievement and building referral sources in insurance/investments (experience)
  • Foundational knowledge of sales/service techniques including prospecting (experience)
  • Working knowledge of PCs and digital platforms (experience)

Responsibilities

  • Assess client financial needs and provide customized recommendations
  • Build referral pipelines through internal/external centers of influence
  • Open personal/business accounts and refer to specialists
  • Ensure compliance with operational/risk policies
  • Support branch operations including teller line as needed

Benefits

  • general: Competitive salary with performance incentives
  • general: Comprehensive benefits package including health insurance
  • general: Professional development and FINRA licensing support
  • general: Opportunities for career growth in Key Private Client Program
  • general: Part of a client-focused culture fighting for financial success

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KeyBank logo

Hire Ahead Private Client Banker - Careers at KeyBank

KeyBank

Hire Ahead Private Client Banker - Careers at KeyBank

full-timePosted: Feb 3, 2026

Job Description

About KeyBank

KeyBank is a leading national bank dedicated to empowering clients in their financial journeys. With a commitment to being the bank that fights hardest for its customers, KeyBank serves communities across the United States through innovative banking solutions, investment services, and personalized financial advice. Join our team in Tacoma, WA, and become part of a culture that values problem-solving, trusted partnerships, and client success.

Position Summary

The Hire Ahead Private Client Banker (PCB) role at KeyBank's Tacoma branch (8402 Pacific Avenue, Tacoma, WA 98444) is your opportunity to make a real impact. As part of the Key Private Client Program, you'll serve clients with up to $2M in investable assets, acting as a trusted advisor. Focus on holistic financial wellness by assessing needs, documenting data, and referring tailored solutions across retail banking, investments, mortgages, and business banking. This hire-ahead position prepares top talent for future PCB opportunities while contributing immediately to branch success.

Key Responsibilities

  • Deliver exceptional client experiences by listening for financial opportunities and providing customized recommendations, including referrals for investments and insurance.
  • Prospect and build referral pipelines through disciplined calling, networking, and partnerships with internal teams like Key Investment Services and Mortgage.
  • Open accounts (checking, business, deposits, lending) and educate clients on digital tools like mobile apps and online banking.
  • Ensure compliance with all policies, support branch operations (including teller duties), and participate in daily huddles.
  • Achieve sales goals, overcome objections, and foster relationships with small business clients.

Required Qualifications

  • High School Diploma/GED required; Bachelor's Degree preferred.
  • FINRA S6, S63, and SIE licenses required upon hire.
  • Proven experience in customer relationships, sales goals, prospecting, and influencing partners.
  • Strong interpersonal skills, PC proficiency (MS Office), and digital tech knowledge.
  • Comfort with Saturday shifts and dynamic branch environment.

Why Join Us

At KeyBank, you'll thrive in a supportive environment with competitive pay ($24.52 - $37.50/hour, equating to $50,998 - $78,000 annually), comprehensive benefits, and growth opportunities. Be the partner your clients trust for financial confidence. Search 'KeyBank careers Tacoma' or 'Private Client Banker jobs Washington' to learn more. Apply today and advance your banking career!

Locations

  • Tacoma, Washington, United States

Salary

50,998 - 78,000 USD / yearly

Estimated Salary Rangehigh confidence

50,998 - 78,000 USD / yearly

* This is an estimated range based on market data and may vary based on experience and qualifications.

Skills Required

  • Client Relationship Managementintermediate
  • Financial Wellness Advisingintermediate
  • Sales and Prospectingintermediate
  • Referral Networkingintermediate
  • Digital Technology Proficiencyintermediate

Required Qualifications

  • High School Diploma or GED (required), Bachelor's Degree (preferred) (experience)
  • FINRA Licenses S6, S63, SIE (required upon hire) (experience)
  • Experience in sales goals achievement and building referral sources in insurance/investments (experience)
  • Foundational knowledge of sales/service techniques including prospecting (experience)
  • Working knowledge of PCs and digital platforms (experience)

Responsibilities

  • Assess client financial needs and provide customized recommendations
  • Build referral pipelines through internal/external centers of influence
  • Open personal/business accounts and refer to specialists
  • Ensure compliance with operational/risk policies
  • Support branch operations including teller line as needed

Benefits

  • general: Competitive salary with performance incentives
  • general: Comprehensive benefits package including health insurance
  • general: Professional development and FINRA licensing support
  • general: Opportunities for career growth in Key Private Client Program
  • general: Part of a client-focused culture fighting for financial success

Target Your Resume for "Hire Ahead Private Client Banker - Careers at KeyBank" , KeyBank

Get personalized recommendations to optimize your resume specifically for Hire Ahead Private Client Banker - Careers at KeyBank. Takes only 15 seconds!

AI-powered keyword optimization
Skills matching & gap analysis
Experience alignment suggestions

Check Your ATS Score for "Hire Ahead Private Client Banker - Careers at KeyBank" , KeyBank

Find out how well your resume matches this job's requirements. Get comprehensive analysis including ATS compatibility, keyword matching, skill gaps, and personalized recommendations.

ATS compatibility check
Keyword optimization analysis
Skill matching & gap identification
Format & readability score

Tags & Categories

Banking JobsKeyBank CareersPrivate Client BankerJobs in Tacoma WAFinancial Advisor JobsSales BankingBankingFinanceCustomer Service

Answer 10 quick questions to check your fit for Hire Ahead Private Client Banker - Careers at KeyBank @ KeyBank.

Quiz Challenge
10 Questions
~2 Minutes
Instant Score

Related Books and Jobs

No related jobs found at the moment.