Licensed Private Client Banker
KeyBank(2 months ago)
Poulsbo, WAOnsiteFull TimeMedior$49,040 - $75,000Private Client / Wealth Management
Apply NowAbout this role
The Private Client Banker is a client-facing banking professional in KeyBank’s Private Client Program who provides plan-based financial advice and support to clients with up to $2M in investable assets. The role focuses on assessing client needs, documenting financial information, delivering appropriate banking and referral solutions, and helping clients improve their financial wellness. This position is branch-based and supports both client transactions and relationship development across KeyBank lines of business.
Required Skills
- Client Service
- Financial Advice
- Relationship Building
- Prospecting
- Referrals
- Sales
- Account Opening
- Risk Management
- Communication
- Time Management
+1 more
Qualifications
- High School Diploma
- Bachelor's Degree (preferred)
- FINRA Series 6
- FINRA Series 63
- FINRA SIE
- Life and Health Insurance License
- Valid Driver's License
About KeyBank
key.comEnjoy the benefits of being a KeyBank client. We offer checking & savings accounts, credit cards, insurance, and loans. Open your KeyBank account today!
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