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.
• Identify and refer clients to specialized partners in Retail, Key Investment Services, Private Bank, Mortgage, or Business Banking.
• Build a client referral pipeline by developing internal and external centers of influence and employing disciplined prospecting.
• Open personal and business accounts, including consumer checking, small business, and various deposit products.
• Maintain 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 required (Bachelor's Degree preferred).
• Proven 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.
• Strong interpersonal skills with the ability to build rapport quickly.
• Proficiency with MS Office (Word, Excel) and digital banking technologies.
• Must possess or obtain the following upon hire: FINRA Series 6, Series 63, SIE, and Life and Health Insurance Licenses.

About the Company

KeyBank is an organization committed to helping clients, colleagues, and communities thrive. With a 200-year history, KeyBank provides a supportive and inclusive work environment where employees have the opportunity to grow their careers while making a meaningful impact in their local communities.