• Private Client Advisor

    KeyBank (Lake Oswego, OR)
    …sales production and referral goals to the Bank (closed and accepted) by working book of business, lead lists, and closing on received referrals. + Develop a ... client base. + Coordinate all aspects of investment product delivery within assigned Branch(es), including the in person coaching...communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop,… more
    KeyBank (09/12/25)
    - Related Jobs