Licensed Private Client Banker

Location

21105 Bothell Everett Highway - Bothell, Washington 98021

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 keybank's 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, investment services, private bank, mortgage or business banking. At Key Bank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey.

• 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.
• Listen for clues for financial wellness opportunities during client conversations and provide effective and customized financial wellness recommendations.
• Deliver client solutions through referring of investment and insurance products.
• Consistently attain individual activity, behavior, and outcome goals and expectations.
• Build a client referral pipeline via identification and development of internal and external centers of influence.
• Employ a disciplined approach to prospecting and document calling efforts.
• Develop and maintain an in‑depth knowledge of private client products and services, as well as competitive products, to ensure meaningful financial wellness conversations.
• Open personal and business accounts (consumer checking, small business, deposit products, home equity, unsecured lending, certificates of deposit, etc.).
• Develop strong partnerships with branch teammates and line‑of‑business partners through in‑person meetings, focusing on client acquisition and deepening relationships.
• Ensure compliance with operational, risk, security, and audit procedures and policies, including documentation of client interactions.
• Support branch operations by assisting with client transactions on the teller line as needed.
• Participate in and occasionally facilitate in‑person morning huddles and end‑of‑day debriefs.
• Work on Saturdays as directed by management.
• Perform other duties as assigned; duties and responsibilities may change with or without notice.
• Comply with all Key Bank policies and procedures, acting professionally, ethically, and in the best interests of clients.

• High School Diploma, GED, or equivalent experience (required)
• Bachelor's Degree (preferred)

• Experience in developing current and new customer relationships, achieving sales goals, and building referral sources in insurance and investment products (required).
• Foundational knowledge of sales and service techniques with clients, including tele‑consulting, outside calling, prospecting and networking (required).
• Comfortable interacting with small business clients, overcoming objections, and asking fact‑finding questions (preferred).
• Interpersonal interaction skills and the ability to build rapport in minutes (required).
• Demonstrated experience influencing business partners and leveraging centers of influence, including key investment, mortgage and business banking sales professionals (required).
• Working knowledge of PCs (MS Windows and Office, including Word and Excel) (required).
• Working knowledge of digital technology (mobile, apps, web) and ability to educate clients on digital platforms within Key Bank (required).

• FINRA License S6 Upon Hire (required)
• FINRA License S63 Upon Hire (required)
• FINRA Security Industry Essentials (SIE) Upon Hire (required)
• Life and Health Insurance Licenses Upon Hire (required)

• Knowledgeable about the client’s accounts and business with the bank and uses sound judgment in client interactions.
• D…