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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 in Puyallup, WA, 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 Puyallup branch (15117 Meridian E), you will serve high-value clients with up to $2M in investable assets. This role focuses on holistic financial wellness, assessing needs, documenting data, and delivering tailored solutions. PCBs act as trusted advisors, referring to experts in investments, insurance, mortgages, and business banking while embodying exceptional client experiences.

Key Responsibilities

  • Listen for financial opportunities in client conversations and provide customized recommendations, referring investment and insurance products.
  • Prospect and build referral pipelines with internal and external centers of influence.
  • Open accounts including checking, business, deposits, lending, and CDs.
  • Partner with branch teams and lines of business for client acquisition and relationship deepening.
  • Ensure compliance, support teller operations, and participate in daily huddles.
  • Work Saturdays as directed and maintain ethical, professional conduct.

Required Qualifications

  • High School Diploma/GED required; Bachelor's Degree preferred.
  • FINRA S6, S63, and SIE licenses required upon hire.
  • Proven experience in customer relationships, sales goals, and referral building in insurance/investments.
  • Sales techniques including prospecting, networking, and objection handling.
  • PC proficiency (MS Office) and digital tech knowledge for client education.
  • Strong rapport-building and partner influencing skills.

Why Join Us

At KeyBank, you'll thrive in a supportive environment that prioritizes your growth and client impact. Enjoy a competitive salary range of $52,000 - $79,917 annually (based on $25.00 - $38.46/hour), opportunities to advance in private banking, and the pride of helping clients achieve financial confidence. Puyallup careers at KeyBank offer stability, community involvement, and a chance to make a real difference. Apply now for Licensed Private Client Banker jobs in Washington state!

Locations

  • Puyallup, Washington, United States

Salary

52,000 - 79,917 USD / yearly

Estimated Salary Rangehigh confidence

52,000 - 79,917 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

  • 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)
  • Proficiency in MS Office and digital technologies (experience)
  • Strong interpersonal and influencing skills (experience)

Responsibilities

  • Assess client financial needs and provide customized recommendations
  • Build referral pipelines through prospecting and centers of influence
  • Open personal and business accounts and refer to specialized services
  • Ensure compliance with operational and risk policies
  • Support branch operations including teller line as needed

Benefits

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

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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 in Puyallup, WA, 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 Puyallup branch (15117 Meridian E), you will serve high-value clients with up to $2M in investable assets. This role focuses on holistic financial wellness, assessing needs, documenting data, and delivering tailored solutions. PCBs act as trusted advisors, referring to experts in investments, insurance, mortgages, and business banking while embodying exceptional client experiences.

Key Responsibilities

  • Listen for financial opportunities in client conversations and provide customized recommendations, referring investment and insurance products.
  • Prospect and build referral pipelines with internal and external centers of influence.
  • Open accounts including checking, business, deposits, lending, and CDs.
  • Partner with branch teams and lines of business for client acquisition and relationship deepening.
  • Ensure compliance, support teller operations, and participate in daily huddles.
  • Work Saturdays as directed and maintain ethical, professional conduct.

Required Qualifications

  • High School Diploma/GED required; Bachelor's Degree preferred.
  • FINRA S6, S63, and SIE licenses required upon hire.
  • Proven experience in customer relationships, sales goals, and referral building in insurance/investments.
  • Sales techniques including prospecting, networking, and objection handling.
  • PC proficiency (MS Office) and digital tech knowledge for client education.
  • Strong rapport-building and partner influencing skills.

Why Join Us

At KeyBank, you'll thrive in a supportive environment that prioritizes your growth and client impact. Enjoy a competitive salary range of $52,000 - $79,917 annually (based on $25.00 - $38.46/hour), opportunities to advance in private banking, and the pride of helping clients achieve financial confidence. Puyallup careers at KeyBank offer stability, community involvement, and a chance to make a real difference. Apply now for Licensed Private Client Banker jobs in Washington state!

Locations

  • Puyallup, Washington, United States

Salary

52,000 - 79,917 USD / yearly

Estimated Salary Rangehigh confidence

52,000 - 79,917 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

  • 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)
  • Proficiency in MS Office and digital technologies (experience)
  • Strong interpersonal and influencing skills (experience)

Responsibilities

  • Assess client financial needs and provide customized recommendations
  • Build referral pipelines through prospecting and centers of influence
  • Open personal and business accounts and refer to specialized services
  • Ensure compliance with operational and risk policies
  • Support branch operations including teller line as needed

Benefits

  • general: Competitive salary with performance incentives
  • general: Comprehensive professional development opportunities
  • general: Partnership in a client-focused culture
  • general: Support for work-life balance including Saturday scheduling
  • 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 BankerJobs in Puyallup WAFinancial Advisor JobsFINRA 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.