Private Client Banker

Responsibilities

• Provide financial advice and solutions to clients with up to $2M in investable assets using a plan-based approach.
• Assess client financial needs, gather data, and offer appropriate products and services to improve financial wellness.
• Build a client referral pipeline by identifying and developing internal and external centers of influence.
• Open personal and business accounts, including consumer checking, small business, and various deposit products.
• Partner with branch teammates and line of business partners in Retail, Mortgage, and Business Banking to deepen client relationships.
• Ensure compliance with all operational, risk, security, and audit procedures.
• Support branch operations, including assisting with client transactions on the teller line as needed.

Requirements

• High School Diploma, GED, or equivalent experience (Bachelor's Degree preferred).
• Experience in developing customer relationships and achieving sales goals in insurance and investment products.
• Foundational knowledge of sales and service techniques, including prospecting and networking.
• FINRA License S6, FINRA License S63, and FINRA SIE (required upon hire).
• Life and Health Insurance Licenses (required upon hire).
• Proficiency in MS Office and digital technology platforms.
• Strong interpersonal skills and the ability to build rapport quickly.

About the Company

KeyBank is an organization collectively committed to helping you unlock your potential and discover what truly drives you. For 200 years, Key has opened doors in our communities, providing a supportive, inclusive, and flexible work environment where clients, colleagues, and communities can thrive.