Licensed Private Client Banker

Licensed Private Client Banker

11 Nov 2024
Washington, Seattle-tacoma, 98101 Seattle-tacoma USA

Licensed Private Client Banker

Location:

17500 Aurora Avenue N - Seattle, Washington 98133-9941

Job Summary

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, Key Investment Services, Private Bank, Mortgage or Business Banking. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey. We take pride in serving our clients and making them feel that no bank will fight harder for them.

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.

Listen for clues for financial wellness opportunities during client conversations and provide effective and customized financial wellness recommendations to clients; Delivers on client solutions through referring of investment and insurance products

Consistently attains individual activity, behavior, and outcome expectations.

Builds a client referral pipeline via identification and development of internal and external centers of influence; Employs a disciplined approach to prospecting; documents calling efforts.

Develops and maintains an in-depth knowledge of private client products and services, as well as knowledge of competitive products and services to ensure meaningful in-depth financial wellness conversations with 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.

Participate in and occasionally facilitate morning huddles and end of day debriefs

Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice

Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key.

Education Qualifications

High School Diploma , GED, or equivalent experience (required) or

Bachelor's Degree (preferred)

Experience Qualifications

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 objection, and asking fact-finding questions with the goal of being helpful. (preferred)

Interpersonal interaction skills and an ability to build rapport in matter of minutes is vital. (required)

Demonstra

Related jobs

  • YOUR IMPACT Are you a quick-thinking self-starter with a passion for client service, the desire to work closely with teammates and clients, and the ability to problem solve and to think outside the box? Our Wealth Management Professionals support all aspects of our business from an operational and relationship management perspective. We are seeking professionals with an interest in the markets who have the ability to thrive in a fast-paced environment where attention to detail, strong communication and organizational skills, and client service expertise are essential to maintaining and enhancing our business. THIS ROLE WILL HAVE A 2025 START. OUR IMPACT Wealth Management Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data and design. Private Wealth Management (PWM) Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for high net worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams work one-on-one with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. As client needs evolve, this close relationship allows the team to offer complementary services and new opportunities by leveraging the resources of Goldman Sachs and beyond. Wealth Management Professionals work directly with our clients to provide exceptional client service, operational support and risk management. They serve as a primary point of contact for clients, and are responsible for the operational management and oversight of the client experience. Some of the main responsibilities are managing the onboarding of client relationships, ensuring we are meeting our client\'s investment objectives, managing fraud risk, trade execution, liquidity management and ongoing relationship management. HOW YOU WILL FULFILL YOUR POTENTIAL Leverage your interpersonal skills to contribute to a growing business Act as key relationship manager for ultra-high net worth clients Work closely with Private Wealth Advisors and teammates to service our clients Oversee asset movements, portfolio implementations and leverage your understanding of organizational documents, estate planning and tax concepts Introduce new and existing clients to the firm\'s offerings including but not limited to client reporting, digital capabilities and banking services Identify opportunities for wealth advisory services for clients Understand client suitability and risk tolerance Help to identify and prevent fraudulent activities by leveraging your deep understanding of our clients and their behaviors Work with our middle and back office colleagues to ensure an exceptional client experience Execute, process and reconcile trading and other investment related transactions WHERE WILL YOU MAKE AN IMPACT Our Private Wealth Management business spans the globe, with the following locations in the United States: Atlanta,

  • Job Details Level Experienced Job Location Seattle 16 - Seattle, WA Position Type Full Time   Salary Range $130,000.00 - $145,000.00 Salary Description Join a winning team at United Business Bank and enjoy a friendly and collaborative work environment where opportunities for advancement are encouraged and supported. We pride ourselves on the team that we have in place, and we proudly state that our success is due largely to our team and their commitment to our client base. Thank you for considering United Business Bank as your next step in your career path, we look forward to hearing from you. About United Business Bank We are a publicly traded Regional Bank with over $2.5B in assets and 35 offices in 5 states. We have an entrepreneurial spirit and focus on the community by specializing in small to medium sized business clients. Our single point of contact model delivers outstanding customer service. United Business Bank\'s comprehensive benefit package includes medical, dental, vision, 401K, long and short term disability insurance, flexible spending account, a generous vacation and sick policy. About the Position The Client Relationship Manager (CRM) III is responsible for developing relationships with prospective clients by identifying the financial needs of those clients and to fill those needs with the wide range of products and services offered by United Business Bank. These products and services may include extensions of commercial and/or real estate credits, demand, savings or time deposit account products or other services offered. They are responsible for knowing all aspects of loans including CRE, C&I, Construction, Lines of Credit, Letters of Credit and other complex loans. They are responsible for analyzing a clients loan request and determining whether a loan is within an acceptable risk within the framework of the Banks policy and for preparing the required documents and submitting it for approval. The CRM III is also responsible for providing service to existing client relationships, as well as to represent the Bank through involvement in local, civic, social and professional organizations. The CRM III is also responsible for retaining and growing the loan and deposit relationships, and other duties as assigned. Qualifications About You You are a self-starter with an entrepreneurial spirit who thrives in a team environment. You also have the following: Education/Certification: Bachelors Degree in Business or related field. Required Knowledge: Knowledge of banking and lending operations and procedures, as well as the various regulations and standard banking practices. Experience Required: Minimum of 8 years experience in the financial services industry. Skills/Abilities: Strong oral and written communication abilities. Strong math skills. Strong interpersonal skills. Strong business development techniques and cross-selling skills. Ability to identify, analyze and handle credit requests. Good organizational skills. Good personal computer skills, ability to use Word and Excel. Professional appearance, dress and attitude. Compensation Hiring Salary Range: $130,000 to $145,000. This compensation information is United Business Bank\'s good-faith estimate and is provided pursuant to Washington\'s Equal Pay for Equal Work Act. Actual compensation offer to candidate may vary from posted hiring range based upon geographic location, work experience, education, and/or skill level. The base pay and target incentive (if applicable) will be finalized at offer. Benefits We offer competitive financial compensation, including various compensation plans and a solid benefits package for regular full-time salaried and hourly positions. Medical, Dental, Vision Insurance at a shared premium c

  • Specialty/Competency: IFS - Clients & Markets

  • Allied Universal®, North America’s leading security and facility services company, provides rewarding careers that give you a sense of purpose. While working in a dynamic, diverse and inclusive workplace, you will be part of a team that fuels a culture that will reflect in our communities and customers we serve. We offer medical, dental and vision coverage, life insurance, retirement plan, employee assistance programs, company discounts, perks and more for most full-time positions!

  • Description

  • Work with Dogs ♥ Bellevue ♥ Dog Wrangler and Client Services ♥

  • Description

Job Details

Jocancy Online Job Portal by jobSearchi.