Licensed Private Client Banker

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