Licensed Private Client Banker

$25 - $38.46 per hour

KeyCorp

Oregon, WI

# Licensed Private Client BankerApplylocations: Mcminnville, ORtime type: Full timeposted on: Posted Todaytime left to apply: End Date: July 24, 2026 (30+ days left to apply)job requisition id: R-40338**Location:**342 Third Street - Mcminnville, Oregon 97128**Job Summary** Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank 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. **Essential Functions*** 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 goals and 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 through in-person meetings– 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 in-person morning huddles and end of day debriefs.* Work on Saturdays as directed by management.* 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*** High School Diploma , GED, or equivalent experience (required) or* Bachelor's Degree (preferred)**Work Experience*** 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)* Demonstrated experience with influencing business partners and leveraging centers of influence, as this role will require significant influence of partners such as Key Investment Services, Mortgage and Business Banking sales professionals. (required)* Working knowledge of PCs (MS Windows and Office Products including Word, Excel, etc.). (required)* Working knowledge of digital technology (mobile, apps, web-based browsing) and ability to educate clients on digital platforms and capabilities within Key (required)**Licenses and Certifications*** FINRA License S6 (required)* FINRA License S63 (required)* FINRA Security Industry Essentials (SIE) (required)* Life and Health Insurance Licenses Upon Hire (required)**Skills*** Is knowledgeable about the client’s accounts and business with the bank and uses sound judgment with clients and transactions.* Demonstrated ability to attain sales and referral goals through preset appointments and quality conversations leading to recommendations that support clients’ financial wellness goals, leveraging system generated lead lists, walk-ins, and professional contacts.* Strong work ethic and high level of integrity.* Excellent time management skills.* Providing clients with expert advice on managing their finances, including investment strategies, retirement planning, and tax optimization. This role requires assessing clients' financial situations and offering tailored advice to help them achieve their financial goals.* Building and nurturing relationships with clients to understand their needs and provide solutions that enhance their financial well-being. This involves identifying potential clients, developing trust, and maintaining long-term relationships.* Evaluating the overall health of a client's financial situation, including their ability to manage day-to-day finances, save for the future, and protect against financial risks. As a Private Client Banker, you will help clients achieve financial wellness through effective financial planning and advice.* Actively identifying and developing new client relationships through prospecting and networking.* Developing and maintaining strong relationships with high-net-worth clients, providing personalized service to meet their financial needs.* Staying updated with market trends and analyzing market conditions to provide informed financial advice.**Core Competencies*** All KeyBank employees are expected to demonstrate Key’s Values and abide by Key’s Code of Conduct.**Physical Demands*** Consumer Retail - Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 – 10 lbs., occasional lifting of up to 30 lbs.**Driving Requirements*** Ability to routinely and frequently operate a motor vehicle with a valid driver's license.**Work Location Category*** BranchCOMPENSATION AND BENEFITSThis 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.Please click here for a list of benefits for which this position is eligible.Job Posting Expiration Date: 07/24/2026KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR\View email address on click.appcast.io is an organization collectively committed to helping you unlock your potential and discover what truly drives you. Working here means sharing our purpose to help our clients, colleagues, and communities thrive. You’ll find genuinely supportive teammates, a flexible, inclusive work environment, challenging projects, accessible leaders, and opportunities to grow in your position and your career. For 200 years, Key has opened doors in our communities. Let us open one for you.
J-18808-Ljbffr KeyCorp

Apply

Vacancy posted 1 day ago

Similar jobs that could be interesting for youBased on the Licensed Private Client Banker in Oregon, WI vacancy

Personal Banker
$20.67 - $31.25 per hour
...people and businesses in our KeyBank communities. Personal Bankers engage clients in deeper conversations to uncover needs and provide guidance... ...digital platforms and capabilities within Key. (required) Licenses and Certifications Notary License (preferred) Skills Is...
Suggested
Hourly pay
Work experience placement
Day shift
Key Bank
Oregon, WI
3 days ago
Tax Senior Manager
...strategic solutions in accounting, assurance, tax, advisory, and private client services.At Sorren, we believe that success is a shared... ...Your Background: 8+ years of experience in tax preparation CPA license or eligible Bachelor’s degree in accounting or related field...
Private client
Full time
Local area
Sorren, Inc.
Madison, WI
3 days ago
Relationship Banker
...Description As a First Commonwealth Relationship Banker you will live out our Mission to improve... ...more years of relevant experience in a client‑centric sales environment with a proven... ...registration with the National Mortgage Licensing System & Registry (NMLS). The NMLS...
Suggested
Live out
Work at office
First Commonwealth Bank
Oregon, WI
5 hours ago
Financial Solutions Advisor Registration Candidate- Williamette Valley Market
...Advisor Stage I (FSA I), you will obtain the Securities Industry licenses (Securities Industry Essentials [SIE], Series 7 and Series 66... ...develop the foundational advising skills needed to build and manage client relationships. After licensing, you will work in a financial...
Suggested
Work at office
Immediate start
Monday to Friday
Shift work
Day shift
Bank of America
Oregon, WI
5 days ago
Structural Engineer - Transportation
...experience ~ A Professional Engineer (PE) License in the State of Wisconsin or ability to... ...tasks independently ~ Knowledge of client and internal software required to complete... ...delivering proven results to public and private clients. This is more than just a company...
Private client
Work at office
Local area
Flexible hours
Night shift
JT Engineering, Inc.
Oregon, WI
9 days ago
Tax Director
...accounting, assurance, tax, advisory, and private client services. At Sorren, we... ...international) and external advisors (attorneys, bankers) to deliver integrated solutions... ...of experience in tax preparation CPA license or eligible Bachelor's degree in accounting...
Private client
Full time
Local area
Shift work
Sorren, Inc.
Madison, WI
14 days ago
J.P. Morgan Wealth Management - Private Client Advisor - Fox Point, WI
...business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This... ...valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the...
Private client
TwinThread LLC
Madison, WI
2 days ago
Transportation Engineer
...firm that offers a full range of services to both public and private sector clients. They are expanding their team and looking for a... ...various transportation projects Required Experience: ~ Licensed Professional Engineer (PE) - ability to obtain within 6 months...
Private client
Flexible hours
gpac
Madison, WI
4 days ago
Personal Banker Stoughton
...Associate Personal Banker (SAFE) Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part... ..., this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is...
Work experience placement
Work at office
Immediate start
Wells Fargo
Stoughton, WI
2 days ago
Relationship Banker
$17 - $27.5 per hour
...National Bank has been serving clients and communities since 1834.... ...Responsibilities The Relationship Banker develops and cultivates long-... ..., Merchant Services, Private Banking, Wealth Management, Commercial... ...required training programs, licensing or specialized training, and...
Immediate start
Old National Bank
Madison, WI
5 days ago
Retail Relationship Banker
$41.71k - $65k
...for-self applications)), and small business solutions). Offers clients advice and guidance on available digital and self-serve options... ...Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration...
Local area
Immediate start
Day shift
Bmo
Madison, WI
12 hours ago
Financial Consultant
...quota system, you have complete control on how and when you want to work. Qualifications Minimum 18 years of age Legal U.S. Resident, Citizen, or Work Permit with SSN Soft background check required Able to complete licensing requirements within 14 days #J-18808-Ljbffr...
Full time
Temporary work
Part time
Flexible hours
Davis Family Financial
Oregon, WI
5 days ago
Financial Representative
...We are seeking a motivated and client-focused Financial Representative to help individuals, families, and business owners develop personalized... ..., or Work Permit with SSN Soft background check required Able to complete licensing requirements within 14 days #J-18808-Ljbffr...
Full time
Temporary work
Part time
Flexible hours
Davis Family Financial LLC
Oregon, WI
2 days ago
Financial representative
...of many. Qualifications Passion for bettering members’ financial lives. Ability to obtain or already hold: an active life insurance license, FINRA securities registration (Securities Industry Essentials®/SIE), Series 6 and/or 7 license, and Series 63 license, as required...
Local area
Modern Woodmen
Oregon, WI
3 days ago
Senior Landscape Architect
...Senior Landscape Architect + Practice Lead Licensed PLA | Madison, WI Office Full-Time In-... ...places, guide high-performing teams, grow client relationships, and help position JSD for... ...site planning, land planning, and public/private development projects across Wisconsin and...
Private client
Full time
For contractors
Work at office
Flexible hours
JSD Professional Services, Inc.
Madison, WI
4 days ago
Structural Project Manager
$125k - $145k
...into a firm of more than 200 employees, serving public and private sector clients on projects across the country from offices in the Midwest... ...Structural Engineering required; Master's degree a plus PE license in Wisconsin, SE is a plus Responsibilities Coach engineers...
Private client
Permanent employment
Local area
Flexible hours
Australia-Employment
Madison, WI
12 hours ago
Transportation Design Project Manager
...passion for high-quality project delivery and client service. Success in this position means... ..., area counties, municipalities, and private-sector partners, including client communications... ...or client locations. Valid driver’s license and an acceptable driving record. Desired...
Private client
Contract work
Temporary work
Work at office
Local area
Flexible hours
AYRES Inc
Madison, WI
1 day ago
Tax Senior Associate
...strategic solutions in accounting, assurance, tax, advisory, and private client services.At Sorren, we believe that success is a shared... ...productivityYour Background:3-5 years of experience in tax preparationCPA license or eligibleBachelor’s degree in accounting or related fieldIn...
Private client
Full time
Sorren
Madison, WI
3 days ago
Business Development Manager
...Business Development Manager to support continued growth in our private commercial and industrial heavy civil work, while also... ...Company is a heavy civil and highway construction company serving clients in both the public and private sectors, and has the people and...
Private client
Temporary work
For contractors
E.S. Wagner Company
Oregon, WI
1 day ago
Licensed Practical Nurse - Clinic
...registered nurse or physician, functioning within the scope of license. Job Responsibilities and Requirements: PRIMARY RESPONSIBILITIES... ...consultations or discussions with family and/or the patient‘s private physician or the on-call physician. Works in a constant...
Hourly pay
Flexible hours
Shift work
Day shift
SSM
Madison, WI
1 day ago
Financial Advisor
$90k - $110k
...Advisor to join our advisory team and take over an established client portfolio as the current advisor plans to retire within the next... ..., etc.) Series 7, 66 (BD/RIA) Series 65 (RIA Only) Insurance Licenses 4+ years of experience within the wealth management industry Ability...
Full time
Temporary work
Work at office
Flexible hours
Wealth Enhancement Group, LLC
Oregon, WI
1 day ago
Civil Engineering Manager - Land Development
...technical requirements, contractual obligations, client communications, staffing, and budget for... ...~ A Professional Engineer (PE) License in the State of Wisconsin or ability to obtain... ...proven results to public and private clients. This is more than just a company...
Private client
Temporary work
Work at office
Local area
Flexible hours
Night shift
JT Engineering, Inc.
Oregon, WI
9 days ago
Civil Engineering Project Manager - Transportation (Design)
...staffing Effectively communicate with clients Ensure project-specific delivery requirements... ...~ A Professional Engineer (PE) License (preferred) ~ Excellent written and verbal... ...delivering proven results to public and private clients. This is more than just a company...
Private client
Contract work
Work at office
Local area
Flexible hours
Night shift
JT Engineering, Inc.
Oregon, WI
9 days ago
Civil Engineering Project Manager - Traffic
...Serve as the primary point of contact for clients, ensuring clear and effective... ...leading projects A Professional Engineer (PE) License (preferred) A Professional Traffic Operations... ...delivering proven results to public and private clients. This is more than just a company...
Private client
Contract work
Work at office
Local area
Flexible hours
Night shift
JT Engineering, Inc
Madison, WI
1 day ago
Client Services Associate
$70k - $85k
...Client Service Associate (In-Office and Remote) | Wealth Management (RIA) Pinnacle Wealth Advisors is a Portland-based boutique firm... ...planning and investment processes Bonus would be Series 7 and/or 65 licensed (or actively pursuing) Salary Range: $70,000 – $85,000 annually...
Work at office
Remote work
Pinnacle Wealth Advisors
Oregon, WI
2 days ago
PWM Private Wealth Advisor
$134.28k - $164.12k
...Private Wealth Advisor U.S. Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives. Our teams advise clients holistically... ...region. This position requires National Mortgage Licensing System (NMLS) registration under the terms...
Temporary work
Work experience placement
Local area
U.S. Bancorp
Madison, WI
1 day ago
Civil Engineering Manager - Municipal
...technical requirements, contractual obligations, client communications, staffing, and budget for... ...~ A Professional Engineer (PE) License in the State of Wisconsin or ability to obtain... ...proven results to public and private clients. This is more than just a company...
Private client
Temporary work
Work at office
Local area
Flexible hours
Night shift
JT Engineering, Inc.
Oregon, WI
9 days ago
Capital Projects and Real Estate Advisory Senior
$86.66k - $164.3k
...advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global... ...standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest... ...monitoring for both public and private sector clients is preferred Excellent written...
Private client
Contract work
For contractors
Local area
Worldwide
Visa sponsorship
Baker Tilly US
Madison, WI
1 day ago
Investment Consultant
$101.23k - $172.36k
...of Independent Financial Advisors, CPAs and attorneys referring clients to Rochdale and to communicate and meet high net worth... ...Ability to travel 40-50% of the time FINRA Series 7 and 63 or 66 licenses Additional Qualifications CFA – Chartered Financial Analyst (or...
Remote work
City National Bank
Madison, WI
5 days ago
Tax Director
$750 per month
...Opportunity w/ Real Estate & Income Tax Focus - Madison, WI (Hybrid) Our client is a Modern Tax, Wealth, and Accounting Firm who are performing... ...PTO and no crazy busy season hours. Qualifications CPA Licensed Required 10+ years in Public Accounting or a Wealth Management...
SR Staffing
Madison, WI
5 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Licensed Private Client Banker. Be the first to apply!