Licensed Private Client Banker - Careers at KeyBank
KeyBank
Licensed Private Client Banker - Careers at KeyBank
Job Description
About KeyBank
KeyBank is a leading financial services company committed to empowering clients in their financial journeys. With a presence across the United States, KeyBank offers innovative banking solutions, investment services, and personalized advice to individuals and businesses. We pride ourselves on being the bank that fights hardest for our clients, fostering trust and long-term partnerships in communities like Mount Vernon, WA.
Position Summary
Join KeyBank as a Licensed Private Client Banker in Mount Vernon, WA, and become a trusted advisor for clients with up to $2M in investable assets. This full-time, mid-level role focuses on holistic financial wellness through a plan-based approach. Assess client needs, recommend tailored solutions, and refer to specialized partners in investments, insurance, mortgage, and business banking. With a competitive salary range of $50,998 - $78,000 annually (converted from $24.52 - $37.50/hour), enjoy a rewarding career in banking.
Key Responsibilities
- Embody a client-first culture, listening for financial opportunities and delivering customized recommendations.
- Prospect and build referral pipelines with internal and external centers of influence.
- Open accounts, process transactions, and support branch operations as needed.
- Maintain deep knowledge of KeyBank products and competitors for meaningful conversations.
- Ensure compliance with all policies, including documentation and ethical practices.
Required Qualifications
- Education: High School Diploma/GED required; Bachelor's Degree preferred.
- Experience: Proven sales success in insurance/investments, relationship building, prospecting, and influencing partners.
- Licenses: FINRA S6, S63, SIE, and Life/Health Insurance licenses required upon hire.
- Skills: Strong interpersonal skills, PC proficiency (MS Office), and digital technology expertise.
Why Join Us
At KeyBank, you'll thrive in a collaborative environment that values your impact on clients' lives. Gain access to ongoing training, career growth in private client services, and a supportive team dedicated to excellence. Located at 212 East College Way, Mount Vernon, WA, this role offers stability, competitive pay, and the chance to advance in banking careers. Apply now for Licensed Private Client Banker jobs at KeyBank and help clients achieve financial confidence!
Locations
- Mount Vernon, Washington, United States
Salary
50,998 - 78,000 USD / yearly
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 Technology Proficiencyintermediate
Required Qualifications
- High School Diploma or GED (required), Bachelor's Degree (preferred) (experience)
- FINRA Licenses S6, S63, SIE (required) (experience)
- Life and Health Insurance Licenses (required) (experience)
- Experience in sales goals achievement and building referral sources (experience)
- PC and digital technology knowledge (experience)
Responsibilities
- Deliver customized financial wellness recommendations and refer investment/insurance products
- Build client referral pipeline through prospecting and centers of influence
- Open personal and business accounts including deposits and lending
- Ensure compliance with operational, risk, and audit procedures
- Support branch operations and participate in team huddles
Benefits
- general: Competitive salary and performance incentives
- general: Comprehensive professional development opportunities
- general: Strong team collaboration and partnership focus
- general: Opportunity to impact client financial journeys
- general: Supportive work environment with client-first culture
Tags & Categories
Answer 10 quick questions to check your fit for Licensed Private Client Banker - Careers at KeyBank @ KeyBank.
Related Books and Jobs
Licensed Private Client Banker - Careers at KeyBank
KeyBank
Licensed Private Client Banker - Careers at KeyBank
Job Description
About KeyBank
KeyBank is a leading financial services company committed to empowering clients in their financial journeys. With a presence across the United States, KeyBank offers innovative banking solutions, investment services, and personalized advice to individuals and businesses. We pride ourselves on being the bank that fights hardest for our clients, fostering trust and long-term partnerships in communities like Mount Vernon, WA.
Position Summary
Join KeyBank as a Licensed Private Client Banker in Mount Vernon, WA, and become a trusted advisor for clients with up to $2M in investable assets. This full-time, mid-level role focuses on holistic financial wellness through a plan-based approach. Assess client needs, recommend tailored solutions, and refer to specialized partners in investments, insurance, mortgage, and business banking. With a competitive salary range of $50,998 - $78,000 annually (converted from $24.52 - $37.50/hour), enjoy a rewarding career in banking.
Key Responsibilities
- Embody a client-first culture, listening for financial opportunities and delivering customized recommendations.
- Prospect and build referral pipelines with internal and external centers of influence.
- Open accounts, process transactions, and support branch operations as needed.
- Maintain deep knowledge of KeyBank products and competitors for meaningful conversations.
- Ensure compliance with all policies, including documentation and ethical practices.
Required Qualifications
- Education: High School Diploma/GED required; Bachelor's Degree preferred.
- Experience: Proven sales success in insurance/investments, relationship building, prospecting, and influencing partners.
- Licenses: FINRA S6, S63, SIE, and Life/Health Insurance licenses required upon hire.
- Skills: Strong interpersonal skills, PC proficiency (MS Office), and digital technology expertise.
Why Join Us
At KeyBank, you'll thrive in a collaborative environment that values your impact on clients' lives. Gain access to ongoing training, career growth in private client services, and a supportive team dedicated to excellence. Located at 212 East College Way, Mount Vernon, WA, this role offers stability, competitive pay, and the chance to advance in banking careers. Apply now for Licensed Private Client Banker jobs at KeyBank and help clients achieve financial confidence!
Locations
- Mount Vernon, Washington, United States
Salary
50,998 - 78,000 USD / yearly
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 Technology Proficiencyintermediate
Required Qualifications
- High School Diploma or GED (required), Bachelor's Degree (preferred) (experience)
- FINRA Licenses S6, S63, SIE (required) (experience)
- Life and Health Insurance Licenses (required) (experience)
- Experience in sales goals achievement and building referral sources (experience)
- PC and digital technology knowledge (experience)
Responsibilities
- Deliver customized financial wellness recommendations and refer investment/insurance products
- Build client referral pipeline through prospecting and centers of influence
- Open personal and business accounts including deposits and lending
- Ensure compliance with operational, risk, and audit procedures
- Support branch operations and participate in team huddles
Benefits
- general: Competitive salary and performance incentives
- general: Comprehensive professional development opportunities
- general: Strong team collaboration and partnership focus
- general: Opportunity to impact client financial journeys
- general: Supportive work environment with client-first culture
Tags & Categories
Answer 10 quick questions to check your fit for Licensed Private Client Banker - Careers at KeyBank @ KeyBank.
Related Books and Jobs