Private Client Banker (PCB) provides financial advice and product referrals to KeyBank clients with up to $2M in investable assets, focusing on client relationship and financial wellness.
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
Embodies a strong client experience culture, being present with every client and teammate
Listen for clues for financial wellness opportunities during client conversations and provide effective and customized financial wellness recommendations
Consistently attains individual activity, behavior, and outcome goals and expectations
Builds a client referral pipeline via identification and development of internal and external centers of influence
Develops and maintains an in-depth knowledge of private client products and services
Requirements
High School Diploma
GED
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 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
Open personal and business accounts
Develop strong 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
Participate in and occasionally facilitate in-person morning huddles and end of day debriefs
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 deeper conversations to uncover needs and provide guidance and solutions
Open personal and business accounts
Develop strong 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
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.
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.
Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities.
Compensation
This position is eligible to earn a base hourly rate in the range of $19.23 - $28.37 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
Embodies a strong client experience culture
Accepts and accurately processes all financial service transactions
Acts as a resource to identify and resolve more complex client servicing issues
Listens for clues for financial wellness opportunities during client conversations
Provides effective and customized financial wellness recommendations to clients
Requirements
High School Diploma or GED, or equivalent business experience
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 deeper conversations to uncover needs and provide guidance and solutions
Open personal and business accounts
Develop strong 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.
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.
Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. FWA's split their time between client servicing and transaction support (70% of time), and engaging clients in deeper conversation to uncover needs and provide guidance and solutions to assist in client's financial wellness, both in person and through proactive calling efforts (30% of time).
Compensation
This position is eligible to earn a base hourly rate in the range of $19.23 - $28.37 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
Embodies 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.
Accepts and accurately processes all financial service transactions, while identifying opportunities during the transaction to deepen and expand the client relationship.
Acts as a resource to identify and resolve more complex client servicing issues.
Listens for clues for financial wellness opportunities during client conversations and then appropriately transitions the clients either individually or to a Banker; Provides effective and customized financial wellness recommendations to clients.
Consistently attains individual activity, behavior, and outcome goals and expectations.
Requirements
High School Diploma GED, or equivalent business experience
A problem solver and trusted advisor who engages clients in deeper conversations to uncover needs and provide guidance and solutions to assist in financial wellness both in person and through proactive calling.
Compensation
This position is eligible to earn a base hourly rate in the range of $20.67 - $31.25 per hour.
Responsibilities
Engage clients in deeper conversations to uncover needs and provide financial wellness recommendations.
Open personal and business accounts (consumer checking, small business, deposit products, home equity, unsecured lending, certificates of deposit, etc.).
Develop partnerships with branch teammates and line of business partners for client acquisition.
Ensure compliance with operational, risk, security, and audit procedures.
Assist with client transactions on the Teller line as needed.
Requirements
High School Diploma, GED or equivalent business experience
Bachelor's Degree (preferred)
Nice to have: Interacting with small business clients