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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 committed to empowering clients in their financial journeys. With a strong presence in communities across the United States, KeyBank offers innovative banking solutions, investment services, and personalized financial advice. Our Licensed Private Client Bankers play a pivotal role in delivering exceptional service to high-net-worth clients with up to $2M in investable assets. Join KeyBank and be part of a team that fights harder for clients' success.

Position Summary

The Licensed Private Client Banker (PCB) at KeyBank's Seattle branch is a trusted advisor focused on comprehensive client relationships. Located at 2401 34th W, Seattle, WA 98199, this role involves assessing financial needs, recommending solutions, and referring to specialized services in investments, insurance, mortgages, and business banking. PCBs embody a client-first culture, driving financial wellness through plan-based advice and strong partnerships.

Key Responsibilities

  • Deliver outstanding client experiences by listening for financial opportunities and providing tailored recommendations.
  • Prospect and build referral networks with internal 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 banking products to deepen client relationships and achieve sales goals.

Required Qualifications

  • FINRA Licenses: S6, S63, and SIE required upon hire; Life and Health Insurance licenses preferred.
  • High School Diploma or GED required; Bachelor's Degree preferred.
  • Proven experience in sales, customer relationship development, and referral building in financial services.
  • Strong sales techniques, including prospecting, networking, and objection handling.
  • PC proficiency (MS Office) and digital technology knowledge for client education.

Why Join Us

At KeyBank, you'll thrive in a supportive environment that values professional growth and client impact. Enjoy a competitive salary range of $52,000 - $80,000 annually (converted from $25.00 - $38.46/hour), opportunities to influence partners across lines of business, and the pride of helping clients achieve financial confidence. KeyBank offers a dynamic workplace in vibrant Seattle, WA, with full-time mid-level opportunities for Licensed Private Client Bankers passionate about banking careers. Apply now for KeyBank careers in Seattle and advance your finance career!

Locations

  • Seattle, Washington, United States

Salary

52,000 - 80,000 USD / yearly

Estimated Salary Rangehigh confidence

52,000 - 80,000 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 Banking Educationintermediate

Required Qualifications

  • FINRA Licenses S6, S63, SIE required upon hire (experience)
  • High School Diploma or equivalent (Bachelor's preferred) (experience)
  • Experience in sales goals achievement and building referral sources (experience)
  • Strong interpersonal and rapport-building skills (experience)
  • Proficiency in MS Office and digital technologies (experience)

Responsibilities

  • Assess client financial needs and provide customized recommendations
  • 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 banking 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 committed to empowering clients in their financial journeys. With a strong presence in communities across the United States, KeyBank offers innovative banking solutions, investment services, and personalized financial advice. Our Licensed Private Client Bankers play a pivotal role in delivering exceptional service to high-net-worth clients with up to $2M in investable assets. Join KeyBank and be part of a team that fights harder for clients' success.

Position Summary

The Licensed Private Client Banker (PCB) at KeyBank's Seattle branch is a trusted advisor focused on comprehensive client relationships. Located at 2401 34th W, Seattle, WA 98199, this role involves assessing financial needs, recommending solutions, and referring to specialized services in investments, insurance, mortgages, and business banking. PCBs embody a client-first culture, driving financial wellness through plan-based advice and strong partnerships.

Key Responsibilities

  • Deliver outstanding client experiences by listening for financial opportunities and providing tailored recommendations.
  • Prospect and build referral networks with internal 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 banking products to deepen client relationships and achieve sales goals.

Required Qualifications

  • FINRA Licenses: S6, S63, and SIE required upon hire; Life and Health Insurance licenses preferred.
  • High School Diploma or GED required; Bachelor's Degree preferred.
  • Proven experience in sales, customer relationship development, and referral building in financial services.
  • Strong sales techniques, including prospecting, networking, and objection handling.
  • PC proficiency (MS Office) and digital technology knowledge for client education.

Why Join Us

At KeyBank, you'll thrive in a supportive environment that values professional growth and client impact. Enjoy a competitive salary range of $52,000 - $80,000 annually (converted from $25.00 - $38.46/hour), opportunities to influence partners across lines of business, and the pride of helping clients achieve financial confidence. KeyBank offers a dynamic workplace in vibrant Seattle, WA, with full-time mid-level opportunities for Licensed Private Client Bankers passionate about banking careers. Apply now for KeyBank careers in Seattle and advance your finance career!

Locations

  • Seattle, Washington, United States

Salary

52,000 - 80,000 USD / yearly

Estimated Salary Rangehigh confidence

52,000 - 80,000 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 Banking Educationintermediate

Required Qualifications

  • FINRA Licenses S6, S63, SIE required upon hire (experience)
  • High School Diploma or equivalent (Bachelor's preferred) (experience)
  • Experience in sales goals achievement and building referral sources (experience)
  • Strong interpersonal and rapport-building skills (experience)
  • Proficiency in MS Office and digital technologies (experience)

Responsibilities

  • Assess client financial needs and provide customized recommendations
  • 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 banking 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 BankerFinancial Advisor JobsJobs in Seattle WABankingFinanceCustomer 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.