Private Client Banker, Raleigh Hills

KeyCorp

Portland, Oregon, US
Base: $25.00 - $38.46 ph; bonus/equity: incentive ...
Developing customer relationships
Achieving sales goals
Building referral sources
The Private Client Banker acts as a trusted advisor to help clients achieve confidence in their financial wellness through a plan-based approach

Job Summary

  • The Private Client Banker acts as a trusted advisor to help clients achieve confidence in their financial wellness through a plan-based approach.
  • This role requires identifying appropriate financial solutions, referring investment and insurance products, and building a robust client referral pipeline.
  • Compensation includes a base hourly rate ranging from $25.00 to $38.46 plus incentive compensation based on production and discretionary incentives.

Matching Summary

The Private Client Banker acts as a trusted advisor to help clients achieve confidence in their financial wellness through a plan-based approach.

Salary

Base: $25.00 - $38.46 per hour; Bonus/Equity: Incentive compensation including production, commission, and/or discretionary incentives; Benefits: Eligible for KeyBank benefits package

Skills & Requirements

Must-have

  • developing customer relationships
  • achieving sales goals
  • building referral sources
  • investment and insurance products
  • prospectng and networking
  • influencing business partners

Nice-to-have

  • overcoming objections
  • fact-finding questions
  • expert financial advice
  • market trend analysis
  • high-net-worth client service

Key Requirements

  • High School Diploma or GED required; Bachelor's preferred
  • FINRA License S6 upon hire
  • FINRA License S63 upon hire
  • FINRA Security Industry Essentials (SIE) upon hire
  • Life and Health Insurance Licenses upon hire
  • Experience with small business clients
  • Working knowledge of MS Windows and Office Products

Work Rights

Not specified

Tailored Resume

Cover Letter