The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the ... Work on Saturdays as directed by management. * Performs other duties as assigned; duties ...
The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the ... Work on Saturdays as directed by management. * Performs other duties as assigned; duties ...
Private Client Banker, West Lane
$25 - $38.46/hr
The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the ... Work on Saturdays as directed by management. * Performs other duties as assigned; duties ...
Private Client Banker, West Lane
$25 - $38.46/hr
The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the ... Work on Saturdays as directed by management. * Performs other duties as assigned; duties ...
Dining Services Department Manager (CDM Qualified)
Eugene, OR · On-site
$58K - $62K/yr
Communicate directives from client managers, building occupants, and administrators to HCSG staff effectively. * Use protective gear, ensure safe mixing and use of cleaning solutions, and report ...
Dining Services Department Manager (CDM Qualified)
Eugene, OR · On-site
$58K - $62K/yr
Communicate directives from client managers, building occupants, and administrators to HCSG staff effectively. * Use protective gear, ensure safe mixing and use of cleaning solutions, and report ...
Communicate directives from client managers, building occupants, and administrators to HCSG staff effectively. * Use protective gear, ensure safe mixing and use of cleaning solutions, and report ...
Communicate directives from client managers, building occupants, and administrators to HCSG staff effectively. * Use protective gear, ensure safe mixing and use of cleaning solutions, and report ...
Dining Services Department Manager (CDM Qualified)
Eugene, OR · On-site
$58K - $62K/yr
Communicate directives from client managers, building occupants, and administrators to HCSG staff effectively. * Use protective gear, ensure safe mixing and use of cleaning solutions, and report ...
Dining Services Department Manager (CDM Qualified)
Eugene, OR · On-site
$58K - $62K/yr
Communicate directives from client managers, building occupants, and administrators to HCSG staff effectively. * Use protective gear, ensure safe mixing and use of cleaning solutions, and report ...
IT Client Engineer
Lebanon, OR · On-site
$25 - $35/hr
ENTEK is excited to welcome a Client Engineer to our team in Lebanon, Oregon. If you thrive on ... Configure and manage user devices using endpoint management tools such as Microsoft Intune, JAMF ...
IT Client Engineer
Lebanon, OR · On-site
$25 - $35/hr
ENTEK is excited to welcome a Client Engineer to our team in Lebanon, Oregon. If you thrive on ... Configure and manage user devices using endpoint management tools such as Microsoft Intune, JAMF ...
IT Client Engineer
Lebanon, OR · On-site
$25 - $35/hr
ENTEK is excited to welcome a Client Engineer to our team in Lebanon, Oregon. If you thrive on ... Configure and manage user devices using endpoint management tools such as Microsoft Intune, JAMF ...
IT Client Engineer
Lebanon, OR · On-site
$25 - $35/hr
ENTEK is excited to welcome a Client Engineer to our team in Lebanon, Oregon. If you thrive on ... Configure and manage user devices using endpoint management tools such as Microsoft Intune, JAMF ...
Manager
Eugene, OR · On-site
Maintain confidentiality of employee and client company files. Education & License Requirements ... Promote, position and manage community relationships to expand commercial insurance, Medicare ...
Manager
Eugene, OR · On-site
Maintain confidentiality of employee and client company files. Education & License Requirements ... Promote, position and manage community relationships to expand commercial insurance, Medicare ...
Client Accounting and Advisory Services (CAAS) Associate * **Location:** Isler CPA, Eugene, Oregon ... Excellent communication and time management abilities * Ability to work effectively in a team and ...
Client Accounting and Advisory Services (CAAS) Associate * **Location:** Isler CPA, Eugene, Oregon ... Excellent communication and time management abilities * Ability to work effectively in a team and ...
Client Accounting and Advisory Services (CAAS) Associate * **Location:** Isler CPA, Eugene, Oregon ... Excellent communication and time management abilities * Ability to work effectively in a team and ...
Client Accounting and Advisory Services (CAAS) Associate * **Location:** Isler CPA, Eugene, Oregon ... Excellent communication and time management abilities * Ability to work effectively in a team and ...
Client Accounting & Advisory Services (CAAS) Associate
Eugene, OR · On-site
$51K - $60K/yr
Client Accounting and Advisory Services (CAAS) Associate * **Location:** Isler CPA, Eugene, Oregon ... Excellent communication and time management abilities * Ability to work effectively in a team and ...
Client Accounting & Advisory Services (CAAS) Associate
Eugene, OR · On-site
$51K - $60K/yr
Client Accounting and Advisory Services (CAAS) Associate * **Location:** Isler CPA, Eugene, Oregon ... Excellent communication and time management abilities * Ability to work effectively in a team and ...
Client Accounting & Advisory Services (CAAS) Associate
Eugene, OR · On-site
$51K - $60K/yr
Client Accounting and Advisory Services (CAAS) Associate**Location:** Isler CPA, Eugene, Oregon ... management abilitiesAbility to work effectively in a team and independently in a fast-paced ...
Quick apply
Client Accounting & Advisory Services (CAAS) Associate
Eugene, OR · On-site
$51K - $60K/yr
Client Accounting and Advisory Services (CAAS) Associate**Location:** Isler CPA, Eugene, Oregon ... management abilitiesAbility to work effectively in a team and independently in a fast-paced ...
Medical Office Client Service Representative On Call
Sweet Home, OR · On-site
$16.75 - $21/hr
Manage clinical scheduling and rescheduling of appointments as indicated. * Complete appointment ... Contact client if new proof of insurance is needed. * Educate clients about the Community Health ...
New
Medical Office Client Service Representative On Call
Sweet Home, OR · On-site
$16.75 - $21/hr
Manage clinical scheduling and rescheduling of appointments as indicated. * Complete appointment ... Contact client if new proof of insurance is needed. * Educate clients about the Community Health ...
New
Medical Office Client Service Representative On Call
Lebanon, OR · On-site
$18 - $22.50/hr
Manage clinical scheduling and rescheduling of appointments as indicated. * Complete appointment ... Contact client if new proof of insurance is needed. * Educate clients about the Community Health ...
New
Medical Office Client Service Representative On Call
Lebanon, OR · On-site
$18 - $22.50/hr
Manage clinical scheduling and rescheduling of appointments as indicated. * Complete appointment ... Contact client if new proof of insurance is needed. * Educate clients about the Community Health ...
New
Trust Portfolio Manager
Eugene, OR · On-site
$64K - $93K/yr
Trust Portfolio Manager Oregon Pacific Bank | Trust & Wealth Management * Are you interested in ... Ensure portfolio activities are documented appropriately and aligned with client objectives ...
Quick apply
Trust Portfolio Manager
Eugene, OR · On-site
$64K - $93K/yr
Trust Portfolio Manager Oregon Pacific Bank | Trust & Wealth Management * Are you interested in ... Ensure portfolio activities are documented appropriately and aligned with client objectives ...
Care Manager
Eugene, OR · On-site
$55K - $65K/yr
Prepare Client welcome materials, intake documentation, and manage authorizations to support billing accuracy * Support scheduling and staffing to minimize overtime, reduce service disruptions, and ...
Care Manager
Eugene, OR · On-site
$55K - $65K/yr
Prepare Client welcome materials, intake documentation, and manage authorizations to support billing accuracy * Support scheduling and staffing to minimize overtime, reduce service disruptions, and ...
Part of your job will be to check on our facilities to help us maintain client satisfaction. You will also coordinate with our Account Managers and Independent Contractors to assist in resolving ...
Part of your job will be to check on our facilities to help us maintain client satisfaction. You will also coordinate with our Account Managers and Independent Contractors to assist in resolving ...
Second Shift Services Manager
Eugene, OR · On-site
$41K/yr
Part of your job will be to check on our facilities to help us maintain client satisfaction. You will also coordinate with our Account Managers and Independent Contractors to assist in resolving ...
Quick apply
Second Shift Services Manager
Eugene, OR · On-site
$41K/yr
Part of your job will be to check on our facilities to help us maintain client satisfaction. You will also coordinate with our Account Managers and Independent Contractors to assist in resolving ...
Second Shift Services Manager
Sweet Home, OR · On-site
$41K/yr
Part of your job will be to check on our facilities to help us maintain client satisfaction. You will also coordinate with our Account Managers and Independent Contractors to assist in resolving ...
Quick apply
Second Shift Services Manager
Sweet Home, OR · On-site
$41K/yr
Part of your job will be to check on our facilities to help us maintain client satisfaction. You will also coordinate with our Account Managers and Independent Contractors to assist in resolving ...
Part of your job will be to check on our facilities to help us maintain client satisfaction. You will also coordinate with our Account Managers and Independent Contractors to assist in resolving ...
Part of your job will be to check on our facilities to help us maintain client satisfaction. You will also coordinate with our Account Managers and Independent Contractors to assist in resolving ...
Client Manager information
See Springfield, OR salary details
$34.2K - $41.1K
8% of jobs
$46.1K is the 25th percentile. Wages below this are outliers.
$41.1K - $48.1K
23% of jobs
$48.1K - $55K
6% of jobs
$55K - $62K
8% of jobs
The median wage is $63.4K / yr.
$62K - $69K
18% of jobs
$69K - $75.9K
8% of jobs
$77.7K is the 75th percentile. Wages above this are outliers.
$75.9K - $82.9K
9% of jobs
$82.9K - $89.9K
6% of jobs
$89.9K - $96.8K
3% of jobs
$96.8K - $103.8K
4% of jobs
$103.8K - $110.7K
4% of jobs
$34.2K
$68.4K
$110.7K
How much do client manager jobs pay per year?
What are the key skills and qualifications needed to thrive as a client manager, and why are they important?
What does a client manager do?
What is the difference between Client Manager vs Account Executive?
| Aspect | Client Manager | Account Executive |
|---|---|---|
| Primary Role | Maintains client relationships, ensures client satisfaction, manages ongoing accounts | Generates new business, acquires new clients, presents products/services |
| Required Skills | Customer service, communication, relationship management | Sales, negotiation, presentation skills |
| Work Environment | Long-term client engagement, account management teams | Sales pitches, client meetings, prospecting |
| Industry Usage | Common in consulting, marketing, tech | Common in sales, advertising, tech |
While both roles involve client interaction, a Client Manager focuses on maintaining and growing existing client relationships, ensuring satisfaction and retention. An Account Executive primarily works on acquiring new clients and closing sales. Understanding these differences helps in choosing the right career path or job search focus.
What are some common challenges client managers face when handling multiple client accounts simultaneously?
How to become a client manager?
Is a client manager a good job?

KeyBank rating
8.2
Based on 99 frontline employees who took The Breakroom Quiz
51st of 170 rated banks
Job description
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.
- 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 notice
- Complies 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.
Education
- High School Diploma , GED, or equivalent experience (required) or
- Bachelor's Degree (preferred)
Work Experience
- Experience in developing current and new customer relationships, achieving sales goals and building referral sources in insurance and investment products. (required)
- Foundational knowledge of sales and service techniques with clients, including tele-consulting, outside calling, prospecting and networking. (required)
- Comfortable interacting with small business clients, overcoming objection, and asking fact-finding questions with the goal of being helpful. (preferred)
- Interpersonal interaction skills and an ability to build rapport in matter of minutes is vital. (required)
- Demonstrated experience with influencing business partners and leveraging centers of influence, as this role will require significant influence of partners such as Key Investment Services, Mortgage and Business Banking sales professionals. (required)
- Working knowledge of PCs (MS Windows and Office Products including Word, Excel, etc.). (required)
- Working knowledge of digital technology (mobile, apps, web-based browsing) and ability to educate clients on digital platforms and capabilities within Key (required)
Licenses and Certifications
- FINRA License S6 Upon Hire (required)
- FINRA License S63 Upon Hire (required)
- FINRA Security Industry Essentials (SIE) Upon Hire (required)
- Life and Health Insurance Licenses Upon Hire (required)
Skills
- Is knowledgeable about the client's accounts and business with the bank and uses sound judgment with clients and transactions.
- Demonstrated ability to attain sales and referral goals through preset appointments and quality conversations leading to recommendations that support clients' financial wellness goals, leveraging system generated lead lists, walk-ins, and professional contacts.
- Strong work ethic and high level of integrity.
- Excellent time management skills.
- Providing clients with expert advice on managing their finances, including investment strategies, retirement planning, and tax optimization. This role requires assessing clients' financial situations and offering tailored advice to help them achieve their financial goals.
- Building and nurturing relationships with clients to understand their needs and provide solutions that enhance their financial well-being. This involves identifying potential clients, developing trust, and maintaining long-term relationships.
- Evaluating the overall health of a client's financial situation, including their ability to manage day-to-day finances, save for the future, and protect against financial risks. As a Private Client Banker, you will help clients achieve financial wellness through effective financial planning and advice.
- Actively identifying and developing new client relationships through prospecting and networking.
- Developing and maintaining strong relationships with high-net-worth clients, providing personalized service to meet their financial needs.
- Staying updated with market trends and analyzing market conditions to provide informed financial advice.
Core Competencies
- All KeyBank employees are expected to demonstrate Key's Values and abide by Key's Code of Conduct.
Physical Demands
- Consumer Retail - Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 - 10 lbs., occasional lifting of up to 30 lbs.
Driving Requirements
- Ability to routinely and frequently operate a motor vehicle with a valid driver's license.
Work Location Category
- Branch
COMPENSATION AND BENEFITS
This position is eligible to earn a base hourly rate in the range of $25.00 - $38.46 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation which may include production, commission, and/or discretionary incentives.
Please click here for a list of benefits for which this position is eligible.
Job Posting Expiration Date: 07/03/2026KeyCorp is an Equal Opportunity Employer committed to 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, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
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 HR_Compliance@keybank.com.
About KeyBank
Sourced by ZipRecruiter
Key is one of the nation's largest bank-based financial services companies. Key provides deposit, lending, cash management, insurance, and investment services to individuals and businesses in 15 states under the name KeyBank National Association through a network of more than 1,200 branches and more than 1,500 ATMs. Key also provides a broad range of sophisticated corporate and investment banking products, such as merger and acquisition advice, public and private debt and equity, syndications, and derivatives to middle market companies in selected industries throughout the United States under the KeyBanc Capital Markets trade name.
Industry
Banking and credit intermediation
Company size
10,000+ Employees
Headquarters location
Cleveland, OH, US
Year founded
1849