Resume and JobRESUME AND JOB
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, KeyBank serves communities across the United States, offering innovative banking, investment, and lending solutions. Join our Key Private Client Program and become part of a team that fights harder for clients' success.

Position Summary

As a Licensed Private Client Banker in Colville, WA, you'll be the go-to advisor for clients with up to $2M in investable assets. Focus on holistic financial wellness through a plan-based approach, assessing needs, recommending solutions, and referring to specialists in investments, insurance, mortgages, and business banking. This full-time role combines sales expertise, relationship building, and branch support in a dynamic banking environment.

Key Responsibilities

  • Embody a client-first culture, listening for financial opportunities and delivering tailored recommendations.
  • Prospect and build referral networks with internal and external partners.
  • Open accounts, process transactions, and educate on digital banking tools.
  • Maintain compliance, document interactions, and support daily branch operations.
  • Collaborate with teammates to deepen client relationships and achieve sales goals.

Required Qualifications

  • FINRA Licenses: S6, S63, SIE (required upon hire).
  • Life and Health Insurance Licenses (required).
  • Proven sales experience in insurance/investments and foundational knowledge of sales techniques.
  • Strong interpersonal skills, PC proficiency (MS Office), and digital technology savvy.
  • High School Diploma or equivalent; Bachelor's Degree preferred.

Salary Range: $50,998 - $78,000 annually (converted from $24.52 - $37.50/hour).

Why Join Us

At KeyBank, you'll thrive in a supportive culture that values your growth and impact. Enjoy competitive pay, comprehensive benefits, and opportunities to advance in banking careers. Located at 211 South Main, Colville, WA, this mid-level role offers stability and purpose. Apply now for Licensed Private Client Banker jobs in Washington state and elevate your career with KeyBank's trusted platform.

Locations

  • Colville, 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 health and wellness benefits
  • general: Professional development opportunities
  • general: Career growth in financial services
  • general: Supportive team environment at KeyBank

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 Colville 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.

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, KeyBank serves communities across the United States, offering innovative banking, investment, and lending solutions. Join our Key Private Client Program and become part of a team that fights harder for clients' success.

Position Summary

As a Licensed Private Client Banker in Colville, WA, you'll be the go-to advisor for clients with up to $2M in investable assets. Focus on holistic financial wellness through a plan-based approach, assessing needs, recommending solutions, and referring to specialists in investments, insurance, mortgages, and business banking. This full-time role combines sales expertise, relationship building, and branch support in a dynamic banking environment.

Key Responsibilities

  • Embody a client-first culture, listening for financial opportunities and delivering tailored recommendations.
  • Prospect and build referral networks with internal and external partners.
  • Open accounts, process transactions, and educate on digital banking tools.
  • Maintain compliance, document interactions, and support daily branch operations.
  • Collaborate with teammates to deepen client relationships and achieve sales goals.

Required Qualifications

  • FINRA Licenses: S6, S63, SIE (required upon hire).
  • Life and Health Insurance Licenses (required).
  • Proven sales experience in insurance/investments and foundational knowledge of sales techniques.
  • Strong interpersonal skills, PC proficiency (MS Office), and digital technology savvy.
  • High School Diploma or equivalent; Bachelor's Degree preferred.

Salary Range: $50,998 - $78,000 annually (converted from $24.52 - $37.50/hour).

Why Join Us

At KeyBank, you'll thrive in a supportive culture that values your growth and impact. Enjoy competitive pay, comprehensive benefits, and opportunities to advance in banking careers. Located at 211 South Main, Colville, WA, this mid-level role offers stability and purpose. Apply now for Licensed Private Client Banker jobs in Washington state and elevate your career with KeyBank's trusted platform.

Locations

  • Colville, 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 health and wellness benefits
  • general: Professional development opportunities
  • general: Career growth in financial services
  • general: Supportive team environment at KeyBank

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 Colville 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.