Talent.com
Licensed Private Client Banker
Licensed Private Client BankerKeyCorp • Marysville, WA, US
No se aceptan más aplicaciones
Licensed Private Client Banker

Licensed Private Client Banker

KeyCorp • Marysville, WA, US
Hace más de 30 días
Tipo de contrato
  • A tiempo completo
Descripción del trabajo

divh2Private Client Banker / h2pLocation : 1300 State Avenue - Marysville, Washington 98270 / ppJob Summary : Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and refer appropriate financial solutions to KeyBanks client base with up to $2M in investable assets. The PCB helps new and existing clients achieve confidence in their financial wellness by assessing their financial needs, gathering and documenting client data, and offering appropriate products and services. PCBs identify products and services to meet client needs and refer to appropriate sales professionals in Retail, Key Investment Services, Private Bank, Mortgage or Business Banking. At KeyBank, we believe its our opportunity and our privilege to help our clients move forward in their financial journey. We take pride in serving our clients and making them feel that no bank will fight harder for them. / ppResponsibilities : / pulliEmbodies a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their day, personally, professionally, and financially. / liliListen for clues for financial wellness opportunities during client conversations and provide effective and customized financial wellness recommendations to clients; Delivers on client solutions through referring of investment and insurance products / liliConsistently attains individual activity, behavior, and outcome expectations. / liliBuilds a client referral pipeline via identification and development of internal and external centers of influence; Employs a disciplined approach to prospecting; documents calling efforts. / liliDevelops and maintains an in-depth knowledge of private client products and services, as well as knowledge of competitive products and services to ensure meaningful in-depth financial wellness conversations with clients / liliOpening personal and business accounts (consumer checking, small business, various deposit products, home equity, unsecured lending, certificates of deposit, etc.). / liliDeveloping strong partnerships with branch teammates and line of business partners focusing on client acquisition and deepening the relationship of current clients; effectively managing internal and external centers of influence. / liliEnsuring compliance with operational, risk, security and audit procedures and policies including appropriate documentation of client interactions. / liliSupport of branch operations including assisting with client transactions on the Teller line as needed. / liliParticipate in and occasionally facilitate morning huddles and end of day debriefs / liliPerforms other duties as assigned; duties, responsibilities and / or activities may change or new ones may be assigned at any time with or without notice / liliComplies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Keys clients and Key. / li / ulpEducation Qualifications : / pulliHigh School Diploma, GED, or equivalent experience (required) or / liliBachelors Degree (preferred) / li / ulpExperience Qualifications : / pulliExperience in developing current and new customer relationships, achieving sales goals and building referral sources in insurance and investment products. (required) / liliFoundational knowledge of sales and service techniques with clients, including tele-consulting, outside calling, prospecting and networking. (required) / liliComfortable interacting with small business clients, overcoming objection, and asking fact-finding questions with the goal of being helpful. (preferred) / liliInterpersonal interaction skills and an ability to build rapport in matter of minutes is vital. (required) / liliDemonstrated experience with influencing business partners and leveraging centers of influence, as this role will require significant influence of partners such as Key Investment Services, Mortgage and Business Banking sales professionals. (required) / liliWorking knowledge of PCs (MS Windows and Office Products including Word, Excel, etc.). (required) / liliWorking knowledge of digital technology (mobile, apps, web-based browsing) and ability to educate clients on digital platforms and capabilities within Key (required) / li / ulpLicenses and Certifications : / pulliFINRA License S6 Upon Hire (required) / liliFINRA License S63 Upon Hire (required) / liliFINRA Security Industry Essentials (SIE) Upon Hire (required) / liliLife and Health Insurance Licenses Upon Hire (required) / li / ulpTactical Skills : / pulliIs knowledgeable about the clients accounts and business with the bank and uses sound judgment with customers and transactions / liliDemonstrated ability to attain sales and referral goals through preset appointments and quality conversations leading to recommendations that support clients financial wellness goals, leveraging system generated lead lists, walk ins, and professional contacts / liliStrong work ethic and high level of integrity / liliExcellent Time management skills / li / ulpPersonal Skills : / pulliAdaptability : Demonstrates a willingness to listen to other opinions and adjusts to new or changing assignments, processes, and people while avoiding snap reactions / liliCollaboration : Demonstrates experience in participating in productive collaborative processes that help solve business problems and meet business goals / liliCritical Thinking : The ability to identify, obtain, and organize relevant data and ideas and prioritize concerns in the decision-making process / liliDecision Making : The ability to select the right activities to work on from a range of competing priorities and stands by decisions in the face of conflict or unexpected outcomes / liliEmotional Intelligence : Identifies relevant EI components, practices, benefits, and development venues and discusses issues and considerations needed to advance ones own EI maturity / li / ulpPractical Skills : / pulliBusiness Acumen : Participates in business tasks to get things done in own business unit and communicates key considerations for business decision-making processes / liliOral Written Communication : Possesses the ability to adapt listening and facilitation style to others communication styles and uses various approaches appropriately and effectively / liliRisk Management : Implements or manages risk management for own business unit and documents key steps of the risk management process and associated procedures / liliStorytelling : Demonstrates basic storytelling principles to create compelling stories that will positively influence clients and potential clients / liliChange Navigation : Articulates the rationale for, and positive and negative consequences of change so as to help others adapt; encourages exploration of non-traditional ideas by team members leveraging the concept of continuous improvement / li / ulpCore Competencies : / pulliAll KeyBank employees are expected to demonstrate Keys Values and sustain proficiency in identified Leadership Competencies. / li / ulpPhysical Demands : / pulliConsumer Retail - Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate / grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 10 lbs., occasional lifting of up to 30 lbs. / li / ulpDriving Requirements : / pulliAbility to routinely and frequently operate a motor vehicle with a valid drivers license. / li / ulpCompensation and Benefits : / ppThis position is eligible to earn a base hourly rate in the range of $25.00 to $37.50 per hour depending on location and job-related factors such as level of experience. Compensation for this role also includes short-term incentive compensation subject to individual and company performance. / ppJob Posting Expiration Date : 08 / 08 / 2025 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status. / ppQualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com. / p / div

Crear una alerta de empleo para esta búsqueda

Licensed Private Client Banker • Marysville, WA, US

Ofertas similares
Remote Forex & Crypto Trading Opportunity

Remote Forex & Crypto Trading Opportunity

Maverick Trading • Seattle, WA
Teletrabajo
A tiempo completo
Remote Day Trader – Stocks, Options & Futures | Amsterdam, North Holland.We profit only when you profit — no challenges, no gimmicks. Before you continue, please watch this short recruiting vid...Mostrar más
Última actualización: hace 15 días • Oferta promocionada
Client Specialist

Client Specialist

Baird • Seattle, WA, US
A tiempo completo
As a Client Specialist at Baird, you'll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. Your work will directly contribute to ...Mostrar más
Última actualización: hace 1 día • Oferta promocionada
Licensed Client Executive

Licensed Client Executive

VirtualVocations • Everett, Washington, United States
A tiempo completo
A company is looking for a Client Executive - Private Client Services.Key Responsibilities Manage a book of business, servicing and soliciting new business leads Evaluate client coverage portfol...Mostrar más
Última actualización: hace 2 días • Oferta promocionada
Remote Financial Analyst - AI Trainer ($50-$60 / hour)

Remote Financial Analyst - AI Trainer ($50-$60 / hour)

Data Annotation • Burlington, Washington
Teletrabajo
A tiempo completo +1
We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...Mostrar más
Última actualización: hace 11 días • Oferta promocionada
Associate, Client Advisory

Associate, Client Advisory

Pathstone • Bellevue, WA, US
A tiempo completo
Pathstone is a dynamic, rapidly growing, partner-owned wealth management firm that serves ultra-high net worth families, single family offices, and foundations and endowments.Our comprehensive rang...Mostrar más
Última actualización: hace más de 30 días • Oferta promocionada
Private markets professional

Private markets professional

Verus • Seattle, WA, United States
A tiempo completo
San Francisco, CA or Seattle, WA.We also have offices in Los Angeles or Pittsburgh that candidates could work out of.Our office culture is one that values in-person collaboration and interaction.We...Mostrar más
Última actualización: hace 7 días • Oferta promocionada
Client Account Assistant

Client Account Assistant

Cooley LLP • Seattle, WA, United States
A tiempo completo
Cooley is seeking a Client Account Assistant to join the Accounting team.Under the direction of the Client Account Manager or Supervisor, the Client Account Assistant is responsible for providing r...Mostrar más
Última actualización: hace 18 días • Oferta promocionada
Relationship Banker

Relationship Banker

USA Jobs • Mill Creek, WA, US
A tiempo completo
Woodinville, Washington; Mill Creek, Washington; Lynnwood, Washington.To proceed with your application, you must be at least 18 years of age. At Bank of America, we are guided by a common purpose to...Mostrar más
Última actualización: hace 11 horas • Oferta promocionada • Nueva oferta
Client Services Associate

Client Services Associate

SPS-North America • Seattle, WA, US
A tiempo completo
Overall, this position continuously offers the highest level of service to all client and SPS employees while maintaining a professional image of the company by providing prompt, courteous and effi...Mostrar más
Última actualización: hace 1 día • Oferta promocionada
Enterprise Account Executive

Enterprise Account Executive

Astound • La Conner, WA, United States
A tiempo completo
Astound is a leading provider of internet, WiFi, mobile, and TV services, dedicated to connecting communities and empowering lives through innovative technology. We also keep businesses connected wi...Mostrar más
Última actualización: hace 7 días • Oferta promocionada
Flexible

Flexible

HomeJobFinder • La Conner, WA
Teletrabajo
A tiempo completo
Flexible Job Opportunity : Link Posting Marketing Rep (No Experience Needed!) • •Are you driven, dependable, and ready to build income from ANYWHERE? • • We’re searching for motivated ...Mostrar más
Última actualización: hace 26 días • Oferta promocionada
Household chores / with same client only or rotating clients

Household chores / with same client only or rotating clients

Catholic Community Services • Everett, WA, United States
A tiempo completo
Light housework to help a senior stay in their own home.You can work with the same client and only one client or you can work with different clients on a rotating basis. Some people just want to get...Mostrar más
Última actualización: hace más de 30 días • Oferta promocionada
Client Service, Associate

Client Service, Associate

Freestone Capital Management • Seattle, WA, US
A tiempo completo
At Freestone, we believe in making a meaningful difference by focusing on what truly matters to our clients.With a 26-year history of consistent growth and success, we are an independent wealth and...Mostrar más
Última actualización: hace 1 día • Oferta promocionada
Associate Financial Advisor

Associate Financial Advisor

Edward Jones • Seattle, WA, US
A tiempo completo
Associate Financial Advisor / h2pClient Support Team / ppLicensed Branch Associates / ppSeattle, WA / ppJob# 106419BR / p / div.Mostrar más
Última actualización: hace 2 días • Oferta promocionada
Licensed Behavioral Clinician / Therapist-Hybrid

Licensed Behavioral Clinician / Therapist-Hybrid

Optum • Mukilteo, WA, USA
A tiempo completo
Licensed Behavioral Clinician / Therapist-Hybrid at Optum summary : .Salveo Counseling is seeking a Licensed Behavioral Clinician or Therapist to join our team, providing mental health treatments such...Mostrar más
Última actualización: hace más de 30 días • Oferta promocionada
Licensed Private Client Banker

Licensed Private Client Banker

Seattle Staffing • Seattle, WA, US
A tiempo completo
Location : 9255 Rainier Avenue S - Seattle, Washington 98118.Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. The Private Client Banker (PCB)...Mostrar más
Última actualización: hace 6 días • Oferta promocionada
Remote Side Hustle Evaluator - Flexible Online Gig Work

Remote Side Hustle Evaluator - Flexible Online Gig Work

Finance Buzz • Mount Vernon, Washington, US
Teletrabajo
Temporal
Are you looking to earn extra income from the comfort of your home? We're seeking motivated individuals to explore and test a variety of remote side hustle opportunities featured on FinanceBuzz.Thi...Mostrar más
Última actualización: hace 3 días • Oferta promocionada
Client Service Associate (Seattle, WA)

Client Service Associate (Seattle, WA)

Oppenheimer & Co. Inc. • Seattle, WA, US
A tiempo completo +1
Private Client Division is currently seeking a Client Service Associate for their Seattle, WA branch office.The CSA's primary responsibility is to support Financial Professionals in day-to-day oper...Mostrar más
Última actualización: hace 11 horas • Oferta promocionada • Nueva oferta