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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 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 at the McMinnville, OR branch and become part of a culture that values problem-solving, trusted partnerships, and client success.

Position Summary

As a Licensed Private Client Banker (PCB) at KeyBank's McMinnville location (342 Third Street, McMinnville, Oregon 97128), you will serve as a trusted advisor to clients with up to $2M in investable assets. This full-time role focuses on holistic financial wellness, assessing needs, recommending solutions, and referring to specialized services in investments, insurance, mortgages, and business banking. Ideal for banking professionals seeking to deepen client relationships and drive financial confidence in a dynamic branch environment.

Key Responsibilities

  • Deliver exceptional client experiences by listening for financial opportunities and providing tailored recommendations.
  • Prospect and build referral networks with internal partners and external centers of influence.
  • Open accounts, process transactions, and support branch operations including teller duties.
  • Maintain compliance with all policies, document interactions, and participate in team huddles.
  • Leverage knowledge of KeyBank products to educate clients on digital tools and services.

Required Qualifications

  • High School Diploma/GED required; Bachelor's Degree preferred.
  • FINRA S6, S63, and SIE licenses required upon hire.
  • Proven experience in sales, client relationship development, and referral building in financial services.
  • Strong sales techniques, interpersonal skills, and comfort with small business clients.
  • Proficiency in MS Office, PCs, and digital banking technologies.

Why Join Us

At KeyBank, you'll thrive in a supportive environment that prioritizes your professional growth and client impact. Enjoy a competitive salary range of $50,998 - $78,000 annually (converted from $24.52 - $37.50/hour), opportunities to influence partners across lines of business, and the pride of helping clients achieve financial wellness. KeyBank offers a collaborative culture, ethical standards, and the chance to make a real difference in McMinnville, OR. Apply now for Licensed Private Client Banker jobs at KeyBank and advance your banking career!

Locations

  • McMinnville, Oregon, 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 Technology Proficiencyintermediate

Required Qualifications

  • High School Diploma or GED (required), Bachelor's Degree (preferred) (experience)
  • FINRA Licenses S6, S63, and SIE (required upon hire) (experience)
  • Experience in sales goals achievement and building referral sources in insurance/investments (experience)
  • Strong interpersonal skills and rapport-building (experience)
  • Knowledge of PCs, MS Office, and digital banking platforms (experience)

Responsibilities

  • Assess client financial needs and provide customized solutions
  • Build referral pipelines through prospecting and networking
  • Open personal and business accounts and refer to specialists
  • Ensure compliance with operational and risk policies
  • Support branch operations including teller line as needed

Benefits

  • general: Competitive salary and performance incentives
  • general: Comprehensive professional development opportunities
  • general: Partnership in a client-focused culture
  • general: Support for work-life balance including Saturday scheduling flexibility
  • general: Access to KeyBank's financial wellness resources

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Tags & Categories

Banking JobsKeyBank CareersPrivate Client BankerFinancial Advisor JobsJobs in McMinnville ORFINRA Licensed RolesBankingFinanceCustomer Service

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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 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 at the McMinnville, OR branch and become part of a culture that values problem-solving, trusted partnerships, and client success.

Position Summary

As a Licensed Private Client Banker (PCB) at KeyBank's McMinnville location (342 Third Street, McMinnville, Oregon 97128), you will serve as a trusted advisor to clients with up to $2M in investable assets. This full-time role focuses on holistic financial wellness, assessing needs, recommending solutions, and referring to specialized services in investments, insurance, mortgages, and business banking. Ideal for banking professionals seeking to deepen client relationships and drive financial confidence in a dynamic branch environment.

Key Responsibilities

  • Deliver exceptional client experiences by listening for financial opportunities and providing tailored recommendations.
  • Prospect and build referral networks with internal partners and external centers of influence.
  • Open accounts, process transactions, and support branch operations including teller duties.
  • Maintain compliance with all policies, document interactions, and participate in team huddles.
  • Leverage knowledge of KeyBank products to educate clients on digital tools and services.

Required Qualifications

  • High School Diploma/GED required; Bachelor's Degree preferred.
  • FINRA S6, S63, and SIE licenses required upon hire.
  • Proven experience in sales, client relationship development, and referral building in financial services.
  • Strong sales techniques, interpersonal skills, and comfort with small business clients.
  • Proficiency in MS Office, PCs, and digital banking technologies.

Why Join Us

At KeyBank, you'll thrive in a supportive environment that prioritizes your professional growth and client impact. Enjoy a competitive salary range of $50,998 - $78,000 annually (converted from $24.52 - $37.50/hour), opportunities to influence partners across lines of business, and the pride of helping clients achieve financial wellness. KeyBank offers a collaborative culture, ethical standards, and the chance to make a real difference in McMinnville, OR. Apply now for Licensed Private Client Banker jobs at KeyBank and advance your banking career!

Locations

  • McMinnville, Oregon, 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 Technology Proficiencyintermediate

Required Qualifications

  • High School Diploma or GED (required), Bachelor's Degree (preferred) (experience)
  • FINRA Licenses S6, S63, and SIE (required upon hire) (experience)
  • Experience in sales goals achievement and building referral sources in insurance/investments (experience)
  • Strong interpersonal skills and rapport-building (experience)
  • Knowledge of PCs, MS Office, and digital banking platforms (experience)

Responsibilities

  • Assess client financial needs and provide customized solutions
  • Build referral pipelines through prospecting and networking
  • Open personal and business accounts and refer to specialists
  • Ensure compliance with operational and risk policies
  • Support branch operations including teller line as needed

Benefits

  • general: Competitive salary and performance incentives
  • general: Comprehensive professional development opportunities
  • general: Partnership in a client-focused culture
  • general: Support for work-life balance including Saturday scheduling flexibility
  • general: Access to KeyBank's financial wellness resources

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 McMinnville ORFINRA 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.