Private Client Banker (PCB) provides financial advice and product referrals to clients with up to $2M in investable assets, managing client relationships and supporting branch operations.
Compensation
This position is eligible to earn a base hourly rate in the range of $25.00 - $38.46 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation which may include production, commission, and/or discretionary incentives.
Responsibilities
Deliver and refer appropriate financial solutions to clients
Assess client financial needs and document data
Provide customized financial wellness recommendations
Build client referral pipeline and prospect
Maintain knowledge of private client products
Requirements
High School Diploma or GED
Bachelor's Degree (preferred)
Nice to have: Comfortable interacting with small business clients
Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. The Private Client Banker (PCB) focuses on the entire client relationship with a plan-based approach to financial advice.
Compensation
This position is eligible to earn a base hourly rate in the range of $25.00 - $38.46 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience, and geographic location. Compensation for this role also includes incentive compensation which may include production, commission, and/or discretionary incentives.
Responsibilities
Deliver and refer appropriate financial solutions to KeyBank's client base
Assess clients' financial needs and gather documentation
Provide customized financial wellness recommendations
Build client referral pipeline
Develop and maintain knowledge of private client products and services
Requirements
High School Diploma
GED
Bachelor's Degree
Nice to have: Comfortable interacting with small business clients
Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. Personal Bankers engage clients in deeper conversations to uncover needs and provide guidance and solutions to assist in client financial wellness both in person and through proactive calling efforts.
Compensation
This position is eligible to earn a base hourly rate in the range of $20.67 - $31.25 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation which may include production, commission, and/or discretionary incentives.
Responsibilities
Listen for clues for financial wellness opportunities during in-person and over the phone client conversations and provide effective and customized financial wellness recommendations to clients.
Consistently attains individual activity, behavior, and outcome goals and expectations.
Opening personal and business accounts (consumer checking, small business, various deposit products, home equity, unsecured lending, certificates of deposit, etc.).
Developing 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.
Ensuring compliance with operational, risk, security and audit procedures and policies including appropriate documentation of client interactions.
Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities.
Compensation
This position is eligible to earn a base hourly rate in the range of $20.67 - $31.25 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation which may include production, commission, and/or discretionary incentives.
Responsibilities
Engage clients in conversations to uncover needs and provide guidance
Open personal and business accounts
Develop partnerships with branch teammates and line of business partners
Ensure compliance with operational, risk, security and audit procedures
Support branch operations including assisting with client transactions on the Teller line
Personal Bankers engage clients in deeper conversations to uncover needs and provide guidance and solutions to assist in client’s financial wellness both in person and through proactive calling efforts.
Compensation
This position is eligible to earn a base hourly rate in the range of $20.67 - $31.25 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation which may include production, commission, and/or discretionary incentives.
Responsibilities
Listen for clues for financial wellness opportunities during in-person and over the phone client conversations and provide effective and customized financial wellness recommendations to clients.
Opening personal and business accounts (consumer checking, small business, various deposit products, home equity, unsecured lending, certificates of deposit, etc.).
Developing 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.
Ensuring compliance with operational, risk, security and audit procedures and policies including appropriate documentation of client interactions.
Support of branch operations including assisting with client transactions on the Teller line as needed.
Personal Bankers engage clients in deeper conversations to uncover needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts.
Locations (2)
Aloha, Oregon, United States
17455 SW Farmington, Oregon, United States
Compensation
This position is eligible to earn a base hourly rate in the range of $20.67 - $31.25 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation which may include production, commission, and/or discretionary incentives.
Responsibilities
Listen for clues for financial wellness opportunities during in-person and over the phone client conversations and provide effective and customized financial wellness recommendations to clients.
Opening personal and business accounts (consumer checking, small business, various deposit products, home equity, unsecured lending, certificates of deposit, etc.).
Developing 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.
Personal Bankers engage clients in deeper conversations to uncover needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts.
Compensation
This position is eligible to earn a base hourly rate in the range of $20.67 - $31.25 per hour.
Responsibilities
Embody a strong client experience culture, being present with every client and teammate.
Listen for clues for financial wellness opportunities during in-person and over the phone client conversations and provide effective customized recommendations.
Consistently attain individual activity, behavior, and outcome goals and expectations.
Open personal and business accounts (consumer checking, small business, various deposit products, home equity, unsecured lending, certificates of deposit, etc.).
Develop strong partnerships with branch teammates and line of business partners.
Requirements
High School Diploma
GED or equivalent business experience
Bachelor's Degree
Nice to have: Bachelor's Degree
Nice to have: interacting with small business clients
The Private Client Banker focuses on the entire client relationship with a plan-based approach to financial advice, delivering and referring financial solutions to clients with up to $2M in investable assets.
Compensation
base hourly rate in the range of $25.00 - $38.46 per hour
Responsibilities
Embody a strong client experience culture
Listen for clues for financial wellness opportunities and provide customized financial wellness recommendations
Deliver on client solutions through referral of investment and insurance products
Consistently attain individual activity, behavior, and outcome goals
Build a client referral pipeline via internal and external centers of influence
Personal Bankers engage clients in deeper conversations to uncover needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts.
Compensation
This position is eligible to earn a base hourly rate in the range of $20.67 - $31.25 per hour. Compensation for this role also includes incentive compensation which may include production, commission, and/or discretionary incentives.
Responsibilities
Embodies a strong client experience culture
Listen for clues for financial wellness opportunities during in-person and over the phone client conversations and provide effective and customized financial wellness recommendations
Consistently attains individual activity, behavior, and outcome goals and expectations
Opening personal and business accounts (consumer checking, small business, various deposit products, home equity, unsecured lending, certificates of deposit, etc.)
Developing strong partnerships with branch teammates and line of business partners
Requirements
High School Diploma
GED
Bachelor's Degree
Nice to have: Bachelor's Degree
Nice to have: interacting with small business clients
Personal Bankers engage clients in deeper conversations to uncover needs and provide guidance and solutions to assist in client’s financial wellness both in person and through proactive calling efforts.
Locations (2)
Denver, Colorado, United States
5901 West 44th Avenue, Colorado, United States
Compensation
This position is eligible to earn a base hourly rate in the range of $20.67 - $31.25 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation which may include production, commission, and/or discretionary incentives.
Responsibilities
Opening personal and business accounts
Developing strong partnerships with branch teammates
Ensuring compliance with operational, risk, security and audit procedures
Supporting branch operations including assisting with client transactions on the Teller line
Participating in and occasionally facilitating in-person morning huddles and end of day debriefs