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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 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 a trusted partner that fights harder for our clients' success. Join our team in Seattle, WA, and contribute to a culture of client-centric excellence and community impact.

Position Summary

As a Licensed Private Client Banker (PCB) at KeyBank's Seattle branch located at 1700 N 45th Street, you will serve as a problem solver, trusted advisor, and partner to clients with up to $2M in investable assets. This full-time role focuses on holistic financial planning, assessing client needs, and delivering tailored solutions through referrals to Key Investment Services, Private Bank, Mortgage, and Business Banking. Embody our client experience culture while supporting branch operations and driving financial wellness.

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, documenting efforts diligently.
  • Open accounts including consumer checking, small business deposits, home equity, and CDs.
  • Foster partnerships with branch teammates and line-of-business professionals for client acquisition and relationship deepening.
  • Maintain compliance with all policies, support teller line as needed, and participate in daily huddles.

Required Qualifications

  • Education: High School Diploma, GED, or equivalent (Bachelor's Degree preferred).
  • Experience: Proven track record in customer relationships, sales goals, prospecting, networking, and influencing partners; comfortable with small business clients.
  • Skills: Strong interpersonal skills, PC proficiency (MS Office), digital technology knowledge, and ability to educate clients on platforms.
  • Licenses: FINRA S6, S63, SIE, and Life & Health Insurance licenses required upon hire.

Why Join Us

At KeyBank, you'll thrive in a supportive environment that values your growth and impact. Enjoy a competitive salary range of $50,998 - $78,000 annually (converted from $24.52 - $37.50/hour), opportunities for advancement, and the pride of helping clients achieve financial confidence. Be part of a team that embodies excellence in banking jobs in Seattle, WA. Apply now for KeyBank careers and elevate your professional journey with us!

Locations

  • Seattle, 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 Technology Proficiencyintermediate

Required Qualifications

  • FINRA Licenses S6, S63, SIE required (experience)
  • Life and Health Insurance Licenses required (experience)
  • Experience in sales goals and building referral sources (experience)
  • High School Diploma or equivalent (Bachelor's preferred) (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

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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 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 a trusted partner that fights harder for our clients' success. Join our team in Seattle, WA, and contribute to a culture of client-centric excellence and community impact.

Position Summary

As a Licensed Private Client Banker (PCB) at KeyBank's Seattle branch located at 1700 N 45th Street, you will serve as a problem solver, trusted advisor, and partner to clients with up to $2M in investable assets. This full-time role focuses on holistic financial planning, assessing client needs, and delivering tailored solutions through referrals to Key Investment Services, Private Bank, Mortgage, and Business Banking. Embody our client experience culture while supporting branch operations and driving financial wellness.

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, documenting efforts diligently.
  • Open accounts including consumer checking, small business deposits, home equity, and CDs.
  • Foster partnerships with branch teammates and line-of-business professionals for client acquisition and relationship deepening.
  • Maintain compliance with all policies, support teller line as needed, and participate in daily huddles.

Required Qualifications

  • Education: High School Diploma, GED, or equivalent (Bachelor's Degree preferred).
  • Experience: Proven track record in customer relationships, sales goals, prospecting, networking, and influencing partners; comfortable with small business clients.
  • Skills: Strong interpersonal skills, PC proficiency (MS Office), digital technology knowledge, and ability to educate clients on platforms.
  • Licenses: FINRA S6, S63, SIE, and Life & Health Insurance licenses required upon hire.

Why Join Us

At KeyBank, you'll thrive in a supportive environment that values your growth and impact. Enjoy a competitive salary range of $50,998 - $78,000 annually (converted from $24.52 - $37.50/hour), opportunities for advancement, and the pride of helping clients achieve financial confidence. Be part of a team that embodies excellence in banking jobs in Seattle, WA. Apply now for KeyBank careers and elevate your professional journey with us!

Locations

  • Seattle, 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 Technology Proficiencyintermediate

Required Qualifications

  • FINRA Licenses S6, S63, SIE required (experience)
  • Life and Health Insurance Licenses required (experience)
  • Experience in sales goals and building referral sources (experience)
  • High School Diploma or equivalent (Bachelor's preferred) (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

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, WAInvestment SalesBankingFinanceCustomer 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.