Private Client Banker Trainee- Everett, WA
Company: Keybank National Association
Posted on: November 22, 2022
1902 110th Street SE - Everett, Washington 98208
At Key we pride ourselves on being a highly collaborative culture
that wins by sharing, networking, and supporting fellow team
members. We also extend that welcoming culture to the clients we
serve. We are seeing longer client tenure, higher savings growth
and higher satisfaction scores from clients who have gone through
financial wellness reviews. Our branch client impact stories are
inspiring. We are developing emotional connections with clients by
helping them on their path to smarter finances
ABOUT THE JOB (JOB BRIEF)
The Private Client Banker Trainee is a foundational role designed
to prepare you to play with confidence and obtain the necessary
licenses, training, skills, and behaviors to become a successful
Private Client Banker (PCB). At this stage, you'll earn the
required licenses, start building relationships that can shape your
career, and be exposed to the products, platforms and tools you
need to serve clients and play with confidence.
The full responsibility while in role is to study and test for
successful licensing of the 6, 63 and state insurance. After
successfully achieving licenses, the PCB Trainee will be placed
into the Private Client Banker (PCB) role. KeyBank will cover all
expenses for your study and examination materials.
Overview of the Private Client Banker role you will move to once
The PCB reports to the Branch Manager and is responsible for
acquiring new consumer and small business clients and to expand
relationships with existing clients. Serves as a proactive member
of the Retail branch team by being an initial sales and service
contact for new and existing clients. Effectively manages existing
clients/book of business to support the retention and growth of
profitable client relationships through sales of deposit, loan and
investment products (with appropriate licensing).
Develops a comprehensive understanding of client needs by using the
Client Experience (CE) Desktop technology to analyze client
financial and personal data to cross sell products and services.
Recommends products and services to help the client achieve
financial goals and the team to achieve business goals. Identifies
and resolves complex client service issues. Recognizes complex
product and financial services opportunities and refers to
appropriate sales professionals in Retail, Investment Services,
Mortgage, Business Banking, and Private Banking. Meets or exceeds
established sales, cross-sell and referral goals. Serves as a
backup to the Branch Manager when the Branch Manager is
What You'll Get from This Opportunity:
* Our total incentive compensation plan is highly competitive
(salary + generous bonuses for high performers).
* Generous and unique benefits - 401(k) matching (dollar-for-dollar
up to 6%), generous PTO, fitness and tuition reimbursement, and so
* You are exposed to many areas of expertise in this role (Mortgage
Loan Officers, Financial Advisors, Branch Managers, etc.) and will
uncover multiple avenues for career growth and development (we
support becoming licensed or following the many other career paths
within the bank).
* Paid job training and access to a library of specialized
professional development and training courses.
* Access to a formal enterprise mentoring program.
* There is a lot of daily variety in this role.
* High School Diploma or equivalent experience
* At least 1 year working experience in developing new and existing
client relationships, achieving sales goals and building referral
* Foundational knowledge of sales and service techniques with
consumers and small businesses, including tele-consulting, outside
calling, prospecting and networking
* Ability to interact with business partners such as Key Investment
Services, Mortgage and Business Banking Sales Professionals
* Must pass Series 6, 63 & State Insurance exams during training
* Ability to develop a base of Centers of Influence (COIs)
* Demonstrated strong client service skills
* Excellent communication skills and ability to work in a team
* Working knowledge of PC (MS Windows and Office Products including
Word, Excel, etc.)
* Ability to work branch hours which may include occasional
weekends and evenings
* Ability & desire to partner with all members within the branch,
Financial Advisors and extended network partners
Employees in this position are required to comply with all rules
and regulations of The Secure and Fair Enforcement for Mortgage
Licensing Act of 2008 (The SAFE Act). Employees hired or
transferring into this position will need to meet the qualification
requirements, in Key's sole discretion, under Reg. Z, prior to
acting as a loan originator in a consumer credit transaction
secured by a dwelling. Qualification requirements include but are
not limited to an assessment of overall financial responsibility,
character, and general fitness through review of a criminal
background check, credit report, and information about any
administrative, civil, or criminal findings by any government
* Undergraduate degree in business related field
* Possesses a general understanding of operations (risk,
compliance, fraud, loss);
* Working knowledge of Branch Teller Workstation
Investment products are offered through Key Investment Services LLC
(KIS), member FINRA/SIPC. Insurance products are offered through
KeyCorp Insurance Agency USA, Inc. (KIA). KIS and KIA are
affiliated with KeyBank National Association (KeyBank).
KeyCorp is an Equal Opportunity and Affirmative Action Employer
committed to building a diverse, equitable and inclusive culture.
All qualified applicants will receive consideration for employment
without regard to race, color, religion, sex, sexual orientation,
gender identity, national origin, disability, veteran status or
other protected category.
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
Keywords: Keybank National Association, Everett , Private Client Banker Trainee- Everett, WA, Other , Everett, Washington
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