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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 Key Private Client Program and become part of a team that values problem-solving, trusted partnerships, and exceptional client experiences.

Position Summary

As a Licensed Private Client Banker in Port Orchard, WA, you will serve as a trusted advisor to high-value clients with up to $2M in investable assets. This full-time role combines relationship management, financial planning, and sales expertise to help clients achieve financial wellness. You'll assess needs, recommend solutions, and collaborate with specialists in investments, insurance, mortgages, and business banking. With a salary range of $50,998 - $78,000 annually (converted from $24.52 - $37.50/hour), this position offers competitive compensation in a dynamic banking environment.

Key Responsibilities

  • Embody a client-first culture by listening for financial opportunities and delivering customized recommendations.
  • Prospect and build referral networks with internal partners and external influencers.
  • Open accounts, process transactions, and support branch operations as needed.
  • Maintain deep knowledge of KeyBank products and competitors to provide informed advice.
  • Ensure full compliance with all policies, risk management, and documentation standards.

Required Qualifications

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

Why Join Us

At KeyBank, you'll thrive in a collaborative culture that prioritizes your professional growth and client impact. Enjoy comprehensive benefits, ongoing training, and the chance to advance within our prestigious Private Client Program. Located at 1301 Bay Street in Port Orchard, Washington, this mid-level opportunity is perfect for licensed banking professionals seeking meaningful work. Apply now for Licensed Private Client Banker jobs at KeyBank and elevate your career in financial services. Keywords: banking careers, private client banker, KeyBank jobs Port Orchard WA, FINRA licensed roles.

Locations

  • Port Orchard, 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/investments (experience)
  • PC and digital technology proficiency (experience)

Responsibilities

  • Deliver plan-based financial advice to clients with up to $2M investable assets
  • Assess client needs and refer to investment, insurance, mortgage, or business banking specialists
  • Build referral pipelines through prospecting and centers of influence
  • Open personal and business accounts including deposits and lending products
  • Ensure compliance with operational, risk, and audit policies

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 focused on client success

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Banking JobsKeyBank CareersPrivate Client BankerJobs in Port Orchard WAFINRA 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 Key Private Client Program and become part of a team that values problem-solving, trusted partnerships, and exceptional client experiences.

Position Summary

As a Licensed Private Client Banker in Port Orchard, WA, you will serve as a trusted advisor to high-value clients with up to $2M in investable assets. This full-time role combines relationship management, financial planning, and sales expertise to help clients achieve financial wellness. You'll assess needs, recommend solutions, and collaborate with specialists in investments, insurance, mortgages, and business banking. With a salary range of $50,998 - $78,000 annually (converted from $24.52 - $37.50/hour), this position offers competitive compensation in a dynamic banking environment.

Key Responsibilities

  • Embody a client-first culture by listening for financial opportunities and delivering customized recommendations.
  • Prospect and build referral networks with internal partners and external influencers.
  • Open accounts, process transactions, and support branch operations as needed.
  • Maintain deep knowledge of KeyBank products and competitors to provide informed advice.
  • Ensure full compliance with all policies, risk management, and documentation standards.

Required Qualifications

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

Why Join Us

At KeyBank, you'll thrive in a collaborative culture that prioritizes your professional growth and client impact. Enjoy comprehensive benefits, ongoing training, and the chance to advance within our prestigious Private Client Program. Located at 1301 Bay Street in Port Orchard, Washington, this mid-level opportunity is perfect for licensed banking professionals seeking meaningful work. Apply now for Licensed Private Client Banker jobs at KeyBank and elevate your career in financial services. Keywords: banking careers, private client banker, KeyBank jobs Port Orchard WA, FINRA licensed roles.

Locations

  • Port Orchard, 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/investments (experience)
  • PC and digital technology proficiency (experience)

Responsibilities

  • Deliver plan-based financial advice to clients with up to $2M investable assets
  • Assess client needs and refer to investment, insurance, mortgage, or business banking specialists
  • Build referral pipelines through prospecting and centers of influence
  • Open personal and business accounts including deposits and lending products
  • Ensure compliance with operational, risk, and audit policies

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 focused on client success

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 Port Orchard 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.