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.

Key Duties Started a Scratch agency with Farmers Insurance in Bremerton Washington. Hired a great cohesive team that exceeds all goals. Marketing my new agency to provide constant stream of new clients and opportunities. Became an advocate for Hagerty Insurance and have served on the Agents Council for three years.

Key Duties-Lead and manage a diverse team in the branch to achieve high customer satisfaction while exceeding our productivity goals. Interact with new and established clients in a professional manner, presenting a complete banking solution. Follow up with customers to answer questions and resolve concerns. Seek out additional services while also saving clients’ money by consolidating into one company for multiple services. Generate referrals to my branch partners and build personal relationships with each client. Key Achievements • Moved branch from the bottom 50% the Top 10% of all Branches company wide • Top branch in the district in New accounts and Deposits • High Customer satisfaction scores

Key Achievements• Nationally ranked in the Top 5% of all Bankers company wide • Rapidly advanced becoming the Small Business Relationship banker • High Customer satisfaction scores