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Licensed Private Client Banker - Careers at KeyBank

KeyBank

Licensed 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 problem-solving and trusted advisory services, we serve communities across the United States. Join our Key Private Client Program and make a real difference for clients with up to $2M in investable assets.

Position Summary

As a Licensed Private Client Banker in Centralia, WA, you'll be a trusted advisor delivering plan-based financial advice. Assess client needs, recommend solutions, and refer to specialists in investments, insurance, mortgage, and business banking. Embody a client-first culture while supporting branch operations at our 201 West Main Street location.

Key Responsibilities

  • Champion exceptional client experiences by listening for financial opportunities and providing tailored recommendations.
  • Prospect and build referral networks with internal and external partners.
  • Open accounts, process transactions, and educate on digital banking tools.
  • Maintain compliance and deep product knowledge for meaningful conversations.
  • Collaborate with teammates on huddles, debriefs, and daily operations.

Required Qualifications

  • FINRA Licenses: S6, S63, SIE (upon hire).
  • Life and Health Insurance Licenses (upon hire).
  • Proven sales experience in insurance/investments and relationship building.
  • Strong interpersonal skills, sales techniques, and digital literacy (MS Office, mobile apps).
  • High School Diploma required; Bachelor's Degree preferred.

Why Join Us

At KeyBank, we fight harder for our clients and teammates. Enjoy a competitive salary of $50,998 - $78,000 annually ($24.52 - $37.50/hour), growth opportunities, and a collaborative environment. Be part of a team that values your impact on clients' financial wellness. Apply for Licensed Private Client Banker jobs in Centralia, WA today and advance your banking career with KeyBank.

Locations

  • Centralia, 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 Banking Educationintermediate

Required Qualifications

  • FINRA S6, S63, SIE Licenses (experience)
  • Life and Health Insurance Licenses (experience)
  • High School Diploma or equivalent (Bachelor's preferred) (experience)
  • Sales experience in insurance and investments (experience)
  • PC and digital technology proficiency (experience)

Responsibilities

  • Deliver customized financial solutions and referrals
  • Build client referral pipelines through prospecting
  • Open personal and business accounts
  • Ensure compliance with policies and procedures
  • Support branch operations and team partnerships

Benefits

  • general: Competitive salary and performance incentives
  • general: Comprehensive professional development
  • general: Opportunities for career growth in banking
  • general: Supportive team environment
  • general: Client impact and community involvement

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KeyBank logo

Licensed Private Client Banker - Careers at KeyBank

KeyBank

Licensed 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 problem-solving and trusted advisory services, we serve communities across the United States. Join our Key Private Client Program and make a real difference for clients with up to $2M in investable assets.

Position Summary

As a Licensed Private Client Banker in Centralia, WA, you'll be a trusted advisor delivering plan-based financial advice. Assess client needs, recommend solutions, and refer to specialists in investments, insurance, mortgage, and business banking. Embody a client-first culture while supporting branch operations at our 201 West Main Street location.

Key Responsibilities

  • Champion exceptional client experiences by listening for financial opportunities and providing tailored recommendations.
  • Prospect and build referral networks with internal and external partners.
  • Open accounts, process transactions, and educate on digital banking tools.
  • Maintain compliance and deep product knowledge for meaningful conversations.
  • Collaborate with teammates on huddles, debriefs, and daily operations.

Required Qualifications

  • FINRA Licenses: S6, S63, SIE (upon hire).
  • Life and Health Insurance Licenses (upon hire).
  • Proven sales experience in insurance/investments and relationship building.
  • Strong interpersonal skills, sales techniques, and digital literacy (MS Office, mobile apps).
  • High School Diploma required; Bachelor's Degree preferred.

Why Join Us

At KeyBank, we fight harder for our clients and teammates. Enjoy a competitive salary of $50,998 - $78,000 annually ($24.52 - $37.50/hour), growth opportunities, and a collaborative environment. Be part of a team that values your impact on clients' financial wellness. Apply for Licensed Private Client Banker jobs in Centralia, WA today and advance your banking career with KeyBank.

Locations

  • Centralia, 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 Banking Educationintermediate

Required Qualifications

  • FINRA S6, S63, SIE Licenses (experience)
  • Life and Health Insurance Licenses (experience)
  • High School Diploma or equivalent (Bachelor's preferred) (experience)
  • Sales experience in insurance and investments (experience)
  • PC and digital technology proficiency (experience)

Responsibilities

  • Deliver customized financial solutions and referrals
  • Build client referral pipelines through prospecting
  • Open personal and business accounts
  • Ensure compliance with policies and procedures
  • Support branch operations and team partnerships

Benefits

  • general: Competitive salary and performance incentives
  • general: Comprehensive professional development
  • general: Opportunities for career growth in banking
  • general: Supportive team environment
  • general: Client impact and community involvement

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

Get personalized recommendations to optimize your resume specifically for Licensed 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 "Licensed 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 BankerFinancial Advisor JobsJobs in Centralia WAInvestment SalesBankingFinanceCustomer Service

Answer 10 quick questions to check your fit for Licensed 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.