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 committed to empowering clients in their financial journeys. With a presence across the United States, we pride ourselves on being problem solvers, trusted advisors, and dedicated partners to individuals and businesses in our communities. Join our Key Private Client Program and help clients achieve financial confidence through personalized solutions.

Position Summary

As a Licensed Private Client Banker in Marysville, WA, you will focus on comprehensive client relationships using a plan-based approach to financial advice. Serving clients with up to $2M in investable assets, you'll assess needs, recommend products, and refer to specialists in investments, insurance, mortgages, and business banking. This full-time role combines sales expertise, relationship building, and branch support to drive client success.

Key Responsibilities

  • Embody a client-first culture by listening for financial opportunities and delivering customized recommendations.
  • Prospect and build referral pipelines with internal and external centers of influence.
  • Open accounts including checking, business, deposits, lending, and CDs.
  • Develop partnerships to deepen client relationships and acquire new business.
  • Ensure compliance, support teller operations, and participate in team huddles.

Required Qualifications

  • High School Diploma or GED (Bachelor's Degree preferred).
  • Experience in customer relationships, sales goals, and referrals for insurance/investments.
  • FINRA Licenses: S6, S63, SIE (upon hire).
  • Life and Health Insurance Licenses (upon hire).
  • Strong interpersonal skills, PC proficiency (MS Office), and digital technology knowledge.

Why Join Us

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

Locations

  • Marysville, 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)
  • Experience in sales goals and referral building (experience)
  • PC and digital technology proficiency (experience)

Responsibilities

  • Deliver customized financial wellness recommendations
  • Build client referral pipelines through prospecting
  • Open personal and business accounts
  • Partner with branch and line of business teams
  • Ensure compliance with policies and support branch operations

Benefits

  • general: Competitive salary and performance incentives
  • general: Comprehensive professional development
  • general: Opportunities for career advancement at KeyBank
  • general: Supportive team environment
  • general: Focus on work-life balance and client impact

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 Marysville WAFINRA Licensed RolesBankingFinanceCustomer 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 committed to empowering clients in their financial journeys. With a presence across the United States, we pride ourselves on being problem solvers, trusted advisors, and dedicated partners to individuals and businesses in our communities. Join our Key Private Client Program and help clients achieve financial confidence through personalized solutions.

Position Summary

As a Licensed Private Client Banker in Marysville, WA, you will focus on comprehensive client relationships using a plan-based approach to financial advice. Serving clients with up to $2M in investable assets, you'll assess needs, recommend products, and refer to specialists in investments, insurance, mortgages, and business banking. This full-time role combines sales expertise, relationship building, and branch support to drive client success.

Key Responsibilities

  • Embody a client-first culture by listening for financial opportunities and delivering customized recommendations.
  • Prospect and build referral pipelines with internal and external centers of influence.
  • Open accounts including checking, business, deposits, lending, and CDs.
  • Develop partnerships to deepen client relationships and acquire new business.
  • Ensure compliance, support teller operations, and participate in team huddles.

Required Qualifications

  • High School Diploma or GED (Bachelor's Degree preferred).
  • Experience in customer relationships, sales goals, and referrals for insurance/investments.
  • FINRA Licenses: S6, S63, SIE (upon hire).
  • Life and Health Insurance Licenses (upon hire).
  • Strong interpersonal skills, PC proficiency (MS Office), and digital technology knowledge.

Why Join Us

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

Locations

  • Marysville, 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)
  • Experience in sales goals and referral building (experience)
  • PC and digital technology proficiency (experience)

Responsibilities

  • Deliver customized financial wellness recommendations
  • Build client referral pipelines through prospecting
  • Open personal and business accounts
  • Partner with branch and line of business teams
  • Ensure compliance with policies and support branch operations

Benefits

  • general: Competitive salary and performance incentives
  • general: Comprehensive professional development
  • general: Opportunities for career advancement at KeyBank
  • general: Supportive team environment
  • general: Focus on work-life balance and client impact

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 Marysville WAFINRA Licensed RolesBankingFinanceCustomer 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.