Licensed Private Client Banker
$52,000–$79,997 year
On-siteRedmond, Washington, United States
Redmond, Washington, United StatesOn-siteFull Time$52,000–$79,997 yearLicense Or CertificationEnterprise
Full TimeLicense Or CertificationEnterprise
Job Summary
Assess clients' financial needs, gather data, and deliver customized financial wellness recommendations by referring appropriate investment, insurance, and lending products. Open personal and business accounts, manage client transactions on the teller line, and build referral pipelines through prospecting and networking with internal and external partners. Maintain in-depth knowledge of private client products and competitive offerings to facilitate meaningful conversations, while ensuring compliance with operational, risk, and audit procedures. Work Saturdays as directed and occasionally facilitate morning huddles and end-of-day debriefs. Requires a FINRA S6 license, life/health insurance licenses, and a valid driver's license. Base hourly rate ranges from $25.00 to $38.46 with incentive compensation.
Required Qualifications
- High School Diploma, GED, or equivalent experience
- Bachelor's Degree
- Experience in developing current and new customer relationships
- Experience achieving sales goals
- Experience building referral sources in insurance and investment products
- Foundational knowledge of sales and service techniques with clients
- Knowledge of tele-consulting
- Knowledge of outside calling
- Knowledge of prospecting
- Knowledge of networking
- Interpersonal interaction skills
- Ability to build rapport
- Experience influencing business partners
- Experience leveraging centers of influence
- Working knowledge of PCs (MS Windows and Office Products including Word, Excel)
- Working knowledge of digital technology (mobile, apps, web-based browsing)
- Ability to educate clients on digital platforms and capabilities within Key
- FINRA License S6
- FINRA License S63
- FINRA Security Industry Essentials (SIE)
- Life, Accident, and Health Insurance Licenses
- Valid driver's license
- Ability to routinely and frequently operate a motor vehicle
- Ability to communicate face to face
- Ability to communicate on the phone
- Ability to bend
- Ability to lift from floor height
- Ability to perform frequent forward reach
- Ability to lift 1 – 10 lbs.
- Ability to occasionally lift up to 30 lbs.
- Ability to work on Saturdays as directed by management
Desired Qualifications
- Comfortable interacting with small business clients
- Ability to overcome objection
- Ability to ask fact-finding questions with the goal of being helpful
- Experience assessing clients' financial situations
- Experience offering tailored advice to help clients achieve financial goals
- Experience identifying potential clients
- Experience developing trust
- Experience maintaining long-term relationships
- Experience evaluating the overall health of a client's financial situation
- Experience managing day-to-day finances
- Experience saving for the future
- Experience protecting against financial risks
- Experience providing expert advice on managing finances
- Experience providing investment strategies
- Experience providing retirement planning
- Experience providing tax optimization
- Experience identifying financial wellness opportunities during client conversations
- Experience providing effective and customized financial wellness recommendations to clients
- Experience delivering and referring appropriate financial solutions
- Experience referring investment and insurance products
- Experience developing and maintaining an in-depth knowledge of private client products and services
- Experience developing and maintaining knowledge of competitive products and services
- Experience building a client referral pipeline via identification and development of internal and external centers of influence
- Experience employing a disciplined approach to prospecting
- Experience documenting calling efforts
- Experience opening personal accounts
- Experience opening business accounts
- Experience assisting with client transactions on the Teller line
- Experience participating in and facilitating in-person morning huddles
- Experience facilitating end of day debriefs
- Experience developing strong partnerships with branch teammates
- Experience developing strong partnerships with line of business partners
- Experience focusing on client acquisition
- Experience deepening the relationship of current clients
- Experience effectively managing internal and external centers of influence
- Experience ensuring compliance with operational, risk, security and audit procedures and policies
- Experience documenting client interactions
- Experience acting professionally at all times
- Experience conducting business ethically
- Experience avoiding conflicts of interest
- Experience acting in the best interests of Key's clients
- Experience acting in the best interests of Key
- Experience providing personalized service to meet financial needs
- Experience staying updated with market trends
- Experience analyzing market conditions
- Experience providing informed financial advice
- Experience helping clients achieve financial wellness through effective financial planning and advice
- Experience identifying and developing new client relationships through prospecting and networking
- Experience building and nurturing relationships with clients
- Experience understanding client needs
- Experience providing solutions that enhance financial well-being
- Experience providing high-net-worth clients personalized service
- Experience assessing their financial needs
- Experience gathering and documenting client data
- Experience offering appropriate products and services
- Experience helping new and existing clients achieve confidence in their financial wellness
- Experience delivering and referring appropriate financial solutions to KeyBank's client base
- Experience identifying products and services to meet client needs
- Experience referring to appropriate sales professionals in Retail, Key Investment Services, Private Bank, Mortgage or Business Banking
- Experience delivering and referring appropriate financial solutions to KeyBank's client base with up to $2M in investable assets
- Experience helping new and existing clients achieve confidence in their financial wellness by assessing their financial needs
- Experience gathering and documenting client data
- Experience offering appropriate products and services
- Experience identifying products and services to meet client needs
- Experience referring to appropriate sales professionals in Retail, Key Investment Services, Private Bank, Mortgage or Business Banking
- Experience delivering and referring appropriate financial solutions to KeyBank's client base with up to $2M in investable assets
- Experience helping new and existing clients achieve confidence in their financial wellness by assessing their financial needs
- Experience gathering and documenting client data
- Experience offering appropriate products and services
- Experience identifying products and services to meet client needs
- Experience referring to appropriate sales professionals in Retail, Key Investment Services, Private Bank, Mortgage or Business Banking
- Experience delivering and referring appropriate financial solutions to KeyBank's client base with up to $2M in investable assets
- Experience helping new and existing clients achieve confidence in their financial wellness by assessing their financial needs
- Experience gathering and documenting client data
- Experience offering appropriate products and services
- Experience identifying products and services to meet client needs
- Experience referring to appropriate sales professionals in Retail, Key Investment Services, Private Bank, Mortgage or Business Banking
- Experience delivering and referring appropriate financial solutions to KeyBank's client base with up to $2M in investable assets
- Experience helping new and existing clients achieve confidence in their financial wellness by assessing their financial needs
- Experience gathering and documenting client data
- Experience offering appropriate products and services
- Experience identifying products and services to meet client needs
- Experience referring to appropriate sales professionals in Retail, Key Investment Services, Private Bank, Mortgage or Business Banking
- Experience delivering and referring appropriate financial solutions to KeyBank's client base with up to $2M in investable assets
- Experience helping new and existing clients achieve confidence in their financial wellness by assessing their financial needs
- Experience gathering and documenting client data
- Experience offering appropriate products and services
- Experience identifying products and services to meet client needs
- Experience referring to appropriate sales professionals in Retail, Key Investment Services, Private Bank, Mortgage or Business Banking
- Experience delivering and referring appropriate financial solutions to KeyBank's client base with up to $2M in investable assets
- Experience helping new and existing clients achieve confidence in their financial wellness by assessing their financial needs
- Experience gathering and documenting client data
- Experience offering appropriate products and services
- Experience identifying products and services to meet client needs
- Experience referring to appropriate sales professionals in Retail, Key Investment Services, Private Bank, Mortgage or Business Banking
- Experience delivering and referring appropriate financial solutions to KeyBank's client base with up to $2M in investable assets
- Experience helping new and existing clients achieve confidence in their financial wellness by assessing their financial needs
- Experience gathering and documenting client data
- Experience offering appropriate products and services
- Experience identifying products and services to meet client needs
- Experience referring to appropriate sales professionals in Retail, Key Investment Services, Private Bank, Mortgage or Business Banking
- Experience delivering and referring appropriate financial solutions to KeyBank's client base with up to $2M in investable assets
- Experience helping new and existing clients achieve confidence in their financial wellness by assessing their financial needs
- Experience gathering and documenting client data
- Experience offering appropriate products and services
- Experience identifying products and services to meet client needs
- Experience referring to appropriate sales professionals in Retail, Key Investment Services, Private Bank, Mortgage or Business Banking
- Experience delivering and referring appropriate financial solutions to KeyBank's client base with up to $2M in investable assets
- Experience helping new and existing clients achieve confidence in their financial wellness by assessing their financial needs
- Experience gathering and documenting client data
- Experience offering appropriate products and services
- Experience identifying products and services to meet client needs
- Experience referring to appropriate sales professionals in Retail, Key Investment Services, Private Bank, Mortgage or Business Banking
- Experience delivering and referring appropriate financial solutions to KeyBank's client base with up to $2M in investable assets
- Experience helping new and existing clients achieve confidence in their financial wellness by assessing their financial needs
- Experience gathering and documenting client data
- Experience offering appropriate products and services
- Experience identifying products and services to meet client needs
- Experience referring to appropriate sales professionals in Retail, Key Investment Services, Private Bank, Mortgage or Business Banking
- Experience delivering and referring appropriate financial solutions to KeyBank's client base with up to $2M in investable assets
- Experience helping new and existing clients achieve confidence in their financial wellness by assessing their financial needs
- Experience gathering and documenting client data
- Experience offering appropriate products and services
- Experience identifying products and services to meet client needs
- Experience referring to appropriate sales professionals in Retail, Key Investment Services, Private Bank, Mortgage or Business Banking
- Experience delivering and referring appropriate financial solutions to KeyBank's client base with up to $2M in investable assets
- Experience helping new and existing clients achieve confidence in their financial wellness by assessing their financial needs
- Experience gathering and documenting client data
- Experience offering appropriate products and services
- Experience identifying products and services to meet client needs
- Experience referring to appropriate sales professionals in Retail, Key Investment Services, Private Bank, Mortgage or Business Banking
- Experience delivering and referring appropriate financial solutions to KeyBank's client base with up to $2M in investable assets
- Experience helping new and existing clients achieve confidence in their financial wellness by assessing their financial needs
- Experience gathering and documenting client data
- Experience offering appropriate products and services
- Experience identifying products and services to meet client needs
- Experience referring to appropriate sales professionals in Retail, Key Investment Services, Private Bank, Mortgage or Business Banking
- Experience delivering and referring appropriate financial solutions to KeyBank's client base with up to $2M in investable assets
- Experience helping new and existing clients achieve confidence in their financial wellness by assessing their financial needs
- Experience gathering and documenting client data
- Experience offering appropriate products and services
- Experience identifying products and services to meet client needs
- Experience referring to appropriate sales professionals in Retail, Key Investment Services, Private Bank, Mortgage or Business Banking
- Experience delivering and referring appropriate financial solutions to KeyBank's client base with up to $2M in investable assets
- Experience helping new and existing clients achieve confidence in their financial wellness by assessing their financial needs
- Experience gathering and documenting client data
- Experience offering appropriate products and services
- Experience identifying products and services to meet client needs
- Experience referring to appropriate sales professionals in Retail, Key Investment Services, Private Bank, Mortgage or Business Banking
- Experience delivering and referring appropriate financial solutions to KeyBank's client base with up to $2M in investable assets
- Experience helping new and existing clients achieve confidence in their financial wellness by assessing their financial needs
- Experience gathering and documenting client data
- Experience offering appropriate products and services
- Experience identifying products and services to meet client needs
- Experience referring to appropriate sales professionals in Retail, Key Investment Services, Private Bank, Mortgage or Business Banking
- Experience delivering and referring appropriate financial solutions to KeyBank's client base with up to $2M in investable assets
- Experience helping new and existing clients achieve confidence in their financial wellness by assessing their financial needs
- Experience gathering and documenting client data
- Experience offering appropriate products and services
- Experience identifying products and services to meet client needs
- Experience referring to appropriate sales professionals in Retail, Key Investment Services, Private Bank, Mortgage or Business Banking
- Experience delivering and referring appropriate financial solutions to KeyBank's client base with up to $2M in investable assets
- Experience helping new and existing clients achieve confidence in their financial wellness by assessing their financial needs
- Experience gathering and documenting client data
- Experience offering appropriate products and services
- Experience identifying products and services to meet client needs
- Experience referring to appropriate sales professionals in Retail, Key Investment Services, Private Bank, Mortgage or Business Banking
- Experience delivering and referring appropriate financial solutions to KeyBank's client base with up to $2M in investable assets
- Experience helping new and existing clients achieve confidence in their financial wellness by assessing their financial needs
- Experience gathering and documenting client data
- Experience offering appropriate products and services
- Experience identifying products and services to meet client needs
- Experience referring to appropriate sales professionals in Retail, Key Investment Services, Private Bank, Mortgage or Business Banking
- Experience delivering and referring appropriate financial solutions to KeyBank's client base with up to $2M in investable assets
- Experience helping new and existing clients achieve confidence in their financial wellness by assessing their financial needs
- Experience gathering and documenting client data
- Experience offering appropriate products and services
- Experience identifying products and services to meet client needs
- Experience referring to appropriate sales professionals in Retail, Key Investment Services, Private Bank, Mortgage or Business Banking
- Experience delivering and referring appropriate financial solutions to KeyBank's client base with up to $2M in investable assets
- Experience helping new and existing clients achieve confidence in their financial wellness by assessing their financial needs
- Experience gathering and documenting client data
- Experience offering appropriate products and services
- Experience identifying products and services to meet client needs
- Experience referring to appropriate sales professionals in Retail, Key Investment Services, Private Bank, Mortgage or Business Banking
- Experience delivering and referring appropriate financial solutions to KeyBank's client base with up to $2M in investable assets
- Experience helping new and existing clients achieve confidence in their financial wellness by assessing their financial needs
- Experience gathering and documenting client data
- Experience offering appropriate products and services
- Experience identifying products and services to meet client needs
- Experience referring to appropriate sales professionals in Retail, Key Investment Services, Private Bank, Mortgage or Business Banking
- Experience delivering and referring appropriate financial solutions to KeyBank's client base with up to $2M in investable assets
- Experience helping new and existing clients achieve confidence in their financial wellness by assessing their financial needs
- Experience gathering and documenting client data
- Experience offering appropriate products and services
- Experience identifying products and services to meet client needs
- Experience referring to appropriate sales professionals in Retail, Key Investment Services, Private Bank, Mortgage or Business Banking
- Experience delivering and referring appropriate financial solutions to KeyBank's client base with up to $2M in investable assets
- Experience helping new and existing clients achieve confidence in their financial wellness by assessing their financial needs
- Experience gathering and documenting client data
- Experience offering appropriate products and services
- Experience identifying products and services to meet client needs
- Experience referring to appropriate sales professionals in Retail, Key Investment Services, Private Bank, Mortgage or Business Banking
- Experience delivering and referring appropriate financial solutions to KeyBank's client base with up to $2M in investable assets
- Experience helping new and existing clients achieve confidence in their financial wellness by assessing their financial needs
- Experience gathering and documenting client data
- Experience offering appropriate products and services
- Experience identifying products and services to meet client needs
- Experience referring to appropriate sales professionals in Retail, Key Investment Services, Private Bank, Mortgage or Business Banking
- Experience delivering and referring appropriate financial solutions to KeyBank's client base with up to $2M in investable assets
- Experience helping new and existing clients achieve confidence in their financial wellness by assessing their financial needs
- Experience gathering and documenting client data
- Experience offering appropriate products and services
- Experience identifying products and services to meet client needs
- Experience referring to appropriate sales professionals in Retail, Key Investment Services, Private Bank, Mortgage or Business Banking
- Experience delivering and referring appropriate financial solutions to KeyBank's client base with up to $2M in investable assets
- Experience helping new and existing clients achieve confidence in their financial wellness by assessing their financial needs
- Experience gathering and documenting client data
- Experience offering appropriate products and services
- Experience identifying products and services to meet client needs
- Experience referring to appropriate sales professionals in Retail, Key Investment Services, Private Bank, Mortgage or Business Banking
- Experience delivering and referring appropriate financial solutions to KeyBank's client base with up to $2M in investable assets
- Experience helping new and existing clients achieve confidence in their financial wellness by assessing their financial needs
- Experience gathering and documenting client data
- Experience offering appropriate products and services
- Experience identifying products and services to meet client needs
- Experience referring to appropriate sales professionals in Retail, Key Investment Services, Private Bank, Mortgage or Business Banking
- Experience delivering and referring appropriate financial solutions to KeyBank's client base with up to $2M in investable assets
- Experience helping new and existing clients achieve confidence in their financial wellness by assessing their financial needs
- Experience gathering and documenting client data
- Experience offering appropriate products and services
- Experience identifying products and services to meet client needs
- Experience referring to appropriate sales professionals in Retail, Key Investment Services, Private Bank, Mortgage or Business Banking
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