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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 committed to empowering clients in their financial journeys. With a focus on community impact, we provide innovative banking solutions, investment services, and personalized advice. Join our Key Private Client Program and become a trusted advisor to high-value clients with up to $2M in investable assets. At KeyBank, we fight harder for our clients' success.

Position Summary

As a Licensed Private Client Banker in Granite Falls, WA, you'll serve as a problem solver and partner to individuals and businesses. Using a plan-based approach, assess client needs, recommend financial products, and refer to specialists in investments, insurance, mortgages, and business banking. High school diploma required (Bachelor's preferred), plus essential FINRA licenses (S6, S63, SIE) and life/health insurance licenses upon hire. Enjoy a competitive salary range of $50,998 - $78,000 annually.

Key Responsibilities

  • Embody a client-first culture, delivering personalized financial wellness recommendations.
  • Prospect and build referral networks with internal and external partners.
  • Open accounts including checking, business, loans, and CDs.
  • Collaborate with branch teams and specialists for client acquisition and retention.
  • Maintain compliance, support operations, and participate in team huddles.

Required Qualifications

  • Proven sales experience in insurance/investments and relationship building.
  • Sales techniques including prospecting, networking, and objection handling.
  • Strong interpersonal skills to build instant rapport.
  • Proficiency in MS Office, PCs, and digital banking tools.
  • All required FINRA and insurance licenses upon hire.

Why Join Us

Thrive in a supportive environment at KeyBank's Granite Falls branch (117 South Granite Avenue). Benefit from ongoing training, career advancement in private banking, and a culture that values your impact on clients' lives. Search 'KeyBank careers Granite Falls' or 'private client banker jobs Washington' to learn more. Apply today to advance your banking career with a top employer offering stability, growth, and community focus. Keywords: banking jobs near me, financial advisor careers, licensed banker positions WA.

Locations

  • Granite Falls, 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 Consultingintermediate
  • 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 advice and solutions
  • Build referral pipelines through prospecting
  • Open personal and business accounts
  • Partner with branch and line of business teams
  • Ensure compliance with policies and procedures

Benefits

  • general: Competitive salary and performance incentives
  • general: Comprehensive health and wellness benefits
  • general: Professional development opportunities
  • general: Career growth in Key Private Client Program
  • general: Supportive team environment

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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 committed to empowering clients in their financial journeys. With a focus on community impact, we provide innovative banking solutions, investment services, and personalized advice. Join our Key Private Client Program and become a trusted advisor to high-value clients with up to $2M in investable assets. At KeyBank, we fight harder for our clients' success.

Position Summary

As a Licensed Private Client Banker in Granite Falls, WA, you'll serve as a problem solver and partner to individuals and businesses. Using a plan-based approach, assess client needs, recommend financial products, and refer to specialists in investments, insurance, mortgages, and business banking. High school diploma required (Bachelor's preferred), plus essential FINRA licenses (S6, S63, SIE) and life/health insurance licenses upon hire. Enjoy a competitive salary range of $50,998 - $78,000 annually.

Key Responsibilities

  • Embody a client-first culture, delivering personalized financial wellness recommendations.
  • Prospect and build referral networks with internal and external partners.
  • Open accounts including checking, business, loans, and CDs.
  • Collaborate with branch teams and specialists for client acquisition and retention.
  • Maintain compliance, support operations, and participate in team huddles.

Required Qualifications

  • Proven sales experience in insurance/investments and relationship building.
  • Sales techniques including prospecting, networking, and objection handling.
  • Strong interpersonal skills to build instant rapport.
  • Proficiency in MS Office, PCs, and digital banking tools.
  • All required FINRA and insurance licenses upon hire.

Why Join Us

Thrive in a supportive environment at KeyBank's Granite Falls branch (117 South Granite Avenue). Benefit from ongoing training, career advancement in private banking, and a culture that values your impact on clients' lives. Search 'KeyBank careers Granite Falls' or 'private client banker jobs Washington' to learn more. Apply today to advance your banking career with a top employer offering stability, growth, and community focus. Keywords: banking jobs near me, financial advisor careers, licensed banker positions WA.

Locations

  • Granite Falls, 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 Consultingintermediate
  • 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 advice and solutions
  • Build referral pipelines through prospecting
  • Open personal and business accounts
  • Partner with branch and line of business teams
  • Ensure compliance with policies and procedures

Benefits

  • general: Competitive salary and performance incentives
  • general: Comprehensive health and wellness benefits
  • general: Professional development opportunities
  • general: Career growth in Key Private Client Program
  • general: Supportive team environment

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 BankerJobs in Granite Falls WAFinancial Advisor JobsBankingFinanceCustomer 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.