Licensed Private Client Banker - Careers at KeyBank
KeyBank
Licensed Private Client Banker - Careers at KeyBank
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 offers comprehensive solutions in retail banking, investment services, private banking, mortgages, and business banking. Join our Poulsbo, WA team and become part of a culture that values problem-solving, trusted advising, and community impact.
Position Summary
As a Licensed Private Client Banker (PCB) at KeyBank's Poulsbo branch (19735 Tenth Avenue NE), you will serve clients with up to $2M in investable assets. Embrace a plan-based approach to financial advice, assessing needs, documenting data, and referring to specialized products. High school diploma required (Bachelor's preferred), plus essential FINRA licenses (S6, S63, SIE) and Life/Health Insurance licenses upon hire. Earn $50,998 - $78,000 annually in this full-time, mid-level role.
Key Responsibilities
- Champion exceptional client experiences by listening for financial opportunities and providing tailored recommendations.
- Prospect and build referral networks with internal partners like Key Investment Services and external influencers.
- Open accounts including checking, business, home equity, and CDs; support teller transactions as needed.
- Maintain compliance, document interactions, and participate in daily huddles.
- Deepen client relationships through sales expertise and digital tool education.
Required Qualifications
- Proven sales experience in insurance/investments and relationship building.
- Strong interpersonal skills for rapport-building and objection-handling.
- Knowledge of MS Office, digital platforms, and banking products.
- FINRA S6, S63, SIE and Life/Health licenses required upon hire.
Why Join Us
At KeyBank, you'll thrive in a collaborative environment focused on your professional growth and client success. Enjoy competitive pay, career advancement in banking, and the pride of helping communities achieve financial wellness. KeyBank careers in Poulsbo, WA offer stability, impact, and a team that values your contributions. Apply now for Licensed Private Client Banker jobs and advance your banking career with us!
Locations
- Poulsbo, 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
- 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 platform knowledge (experience)
Responsibilities
- Deliver customized financial solutions and referrals
- Build client referral pipelines through prospecting
- Open personal and business accounts
- Ensure compliance with policies and procedures
- Support branch operations and team partnerships
Benefits
- general: Competitive salary and performance incentives
- general: Comprehensive professional development
- general: Opportunities for career growth in banking
- general: Supportive team environment
- general: Focus on work-life balance and client impact
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 national bank dedicated to empowering clients in their financial journeys. With a commitment to being the bank that fights hardest for its customers, KeyBank offers comprehensive solutions in retail banking, investment services, private banking, mortgages, and business banking. Join our Poulsbo, WA team and become part of a culture that values problem-solving, trusted advising, and community impact.
Position Summary
As a Licensed Private Client Banker (PCB) at KeyBank's Poulsbo branch (19735 Tenth Avenue NE), you will serve clients with up to $2M in investable assets. Embrace a plan-based approach to financial advice, assessing needs, documenting data, and referring to specialized products. High school diploma required (Bachelor's preferred), plus essential FINRA licenses (S6, S63, SIE) and Life/Health Insurance licenses upon hire. Earn $50,998 - $78,000 annually in this full-time, mid-level role.
Key Responsibilities
- Champion exceptional client experiences by listening for financial opportunities and providing tailored recommendations.
- Prospect and build referral networks with internal partners like Key Investment Services and external influencers.
- Open accounts including checking, business, home equity, and CDs; support teller transactions as needed.
- Maintain compliance, document interactions, and participate in daily huddles.
- Deepen client relationships through sales expertise and digital tool education.
Required Qualifications
- Proven sales experience in insurance/investments and relationship building.
- Strong interpersonal skills for rapport-building and objection-handling.
- Knowledge of MS Office, digital platforms, and banking products.
- FINRA S6, S63, SIE and Life/Health licenses required upon hire.
Why Join Us
At KeyBank, you'll thrive in a collaborative environment focused on your professional growth and client success. Enjoy competitive pay, career advancement in banking, and the pride of helping communities achieve financial wellness. KeyBank careers in Poulsbo, WA offer stability, impact, and a team that values your contributions. Apply now for Licensed Private Client Banker jobs and advance your banking career with us!
Locations
- Poulsbo, 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
- 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 platform knowledge (experience)
Responsibilities
- Deliver customized financial solutions and referrals
- Build client referral pipelines through prospecting
- Open personal and business accounts
- Ensure compliance with policies and procedures
- Support branch operations and team partnerships
Benefits
- general: Competitive salary and performance incentives
- general: Comprehensive professional development
- general: Opportunities for career growth in banking
- general: Supportive team environment
- general: Focus on work-life balance and client impact
Tags & Categories
Answer 10 quick questions to check your fit for Licensed Private Client Banker - Careers at KeyBank @ KeyBank.
Related Books and Jobs