Private Client Banker, West Lane

Job Listing ID:

4495460

Job Title:

Private Client Banker, West Lane Application Deadline:

08/17/2026

Job Location:

Veneta

Date Posted:

05/22/2026

Hours Worked Per Week:

40

Shift:

Day Shift Duration of Job:

Full Time, more than 6 months You may contact this employer directly. (Obtain the contact information to print or add to your jobs.)

Job Summary:

Location:

88140 Territorial Road

• Veneta, Oregon 97487 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.

For full info follow application link: http://ipc.us/t/021CA3B669AA4939 KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to engaging a diverse workforce and 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, disability or veteran status.

Job Classification:

Securities, Commodities, and Financial Services Sales Agents Access our statewide or regional occupation report for more information about wages, employment outlooks, skills, training programs, related occupations, and more. Driver License Information

Required:

Non-Commercial Drivers License Compensation

Salary:

$25.00 to $38.46 per Hour Depending on Experience, Depending on Qualifications

Benefits Offered:

Medical, Retirement Job Requirements

Experience Required:

 None

Education Required:

High School Diploma/GED

Minimum Age:

N/A Gender:

N/A