Private Client Banker
2 weeks ago
Private Client BankerLocation: 11422 South District Drive - South Jordan, Utah 84095Be 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 FunctionsEmbodies 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 noticeComplies 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.EducationHigh School Diploma, GED, or equivalent experience (required) or Bachelor's Degree (preferred)Work ExperienceExperience in developing current and new customer relationships, achieving...
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Private Client Banker
3 weeks ago
South Jordan, United States KeyCorp Full timePrivate Client BankerBe 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...
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Senior Client Relationship Banker
6 days ago
West Jordan, United States U.S. Bank Full timeA leading financial institution in West Jordan, UT, is seeking a Client Relationship Consultant 3 (Banker) to foster strong relationships with clients through in-person and virtual engagement. Responsibilities include assessing clients' banking needs, guiding them on available products, and ensuring a premium customer experience. Candidates should have a...
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Private Client Advisor
2 hours ago
South Jordan, United States Columbia Bank Full timePrivate Client AdvisorOur Private Client Advisor will work with the high and ultra-high net wealth individual, non-profit organizations, and fiduciary relationships, often providing client leadership in these roles. Initially, the priority of the role is responsible for identifying, closing, and deepening client relationships. The PCA uses familiarity with...
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Private Client Advisor
4 hours ago
South Jordan, United States Columbia Bank (WA, OR & ID) Full timeAbout the Role:Our Private Client Advisor will work with the high and ultra-high net wealth individual, non-profit organizations, and fiduciary relationships, often providing client leadership in these roles. Initially, the priority of the role is responsible for identifying, closing, and deepening client relationships. The PCA uses familiarity with client...
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Private Client Advisor
4 hours ago
South Jordan, United States Columbia Banking System, Inc. Full timeAbout the Role:Our Private Client Advisor will work with the high and ultra-high net wealth individual, non-profit organizations, and fiduciary relationships, often providing client leadership in these roles. Initially, the priority of the role is responsible for identifying, closing, and deepening client relationships. The PCA uses familiarity with client...
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Private Client Advisor
1 week ago
South Jordan, UT, United States Columbia Banking System, Inc. Full timeAbout the Role: Our Private Client Advisor will work with the high and ultra-high net wealth individual, non-profit organizations, and fiduciary relationships, often providing client leadership in these roles. Initially, the priority of the role is responsible for identifying, closing, and deepening client relationships. The PCA uses familiarity with client...
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Private Client Advisor
1 week ago
South Jordan, UT, United States Columbia Banking System, Inc. Full timeAbout the Role: Our Private Client Advisor will work with the high and ultra-high net wealth individual, non-profit organizations, and fiduciary relationships, often providing client leadership in these roles. Initially, the priority of the role is responsible for identifying, closing, and deepening client relationships. The PCA uses familiarity with client...
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Business Banker
3 hours ago
Jordan, United States Frandsen Bank Full timeFrandsen Bank & Trust is seeking a Business Banker for the Jordan location. This position is responsible for supporting a dynamic lending team for prospecting and developing new client relationships, managing existing client relationships, and use consultative interactions with clients and prospects to identify cross-selling opportunities with our wide range...
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Market Relationship Banker
3 weeks ago
South Bend, United States Old National Bank Full timeMarket Relationship Banker Job Locations US-IN-South Bend Category/Function Retail Banking Center Position Type Regular Full-Time Requisition ID 2025-18498 Workplace Type On Site Overview Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities...
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Market Relationship Banker
5 hours ago
South Bend, United States Old National Bank Full timeMarket Relationship BankerJob Locations US-IN-South BendCategory/Function Retail Banking CenterPosition Type Regular Full-TimeRequisition ID 2025-18498Workplace Type On SiteOverviewOld National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we...
