Licensed Private Client Banker

KeyCorp
Juneau
Workplace: OnsiteFull timeUSD 25 - 38.46 hourlyFunction: Banking, Lending & CreditEducation: high_schoolSkills: ["Integrity","Time management","Client rapport","Partner influence","Problem-solving"]

Build trusted relationships with private clients by listening for financial wellness opportunities, gathering and documenting client data, and delivering plan-based financial advice. Meet client activity and referral goals through prospecting, appointments, and managing centers of influence across internal partners. Provide investment and insurance solutions, open accounts, support branch operations, and ensure compliance with operational, risk, security, and audit procedures.

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FursaFursa
KeyCorp
KeyCorp
1 week ago

Licensed Private Client Banker

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Source: Company careers pageValidated by: Fursa AI
Last checked: 4 hours agoStatus: Live

Job Summary

Build trusted relationships with private clients by listening for financial wellness opportunities, gathering and documenting client data, and delivering plan-based financial advice. Meet client activity and referral goals through prospecting, appointments, and managing centers of influence across internal partners. Provide investment and insurance solutions, open accounts, support branch operations, and ensure compliance with operational, risk, security, and audit procedures.
Location: Juneau
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit

Key Responsibilities

  • •Deliver customized financial wellness recommendations by assessing client needs and documenting client data.
  • •Refer and deliver investment and insurance solutions while meeting activity, behavior, and outcome goals.
  • •Build and maintain a client referral pipeline by prospecting, networking, documenting calling efforts, and developing centers of influence.
  • •Open personal and business accounts and develop partnerships with branch teammates and line-of-business partners through in-person meetings.
  • •Ensure compliance with operational, risk, security, and audit procedures; support branch operations and assist on the teller line as needed.

Pay and Benefits

Salary: USD 25 - 38.46 hourly

Key Requirements

  • •High School Diploma, GED, or equivalent experience (required).
  • •Experience 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 including tele-consulting, outside calling, prospecting, and networking (required).
  • •Interpersonal interaction skills with the ability to build rapport quickly (required).
  • •FINRA License S6, FINRA License S63, FINRA Security Industry Essentials (SIE), and Life and Health Insurance Licenses upon hire (required).
Experience:BankingFinancial servicesInsuranceInvestment products
Education:High School
Skills:IntegrityTime managementClient rapportPartner influenceProblem-solving
Licenses:FINRA License S6FINRA License S63FINRA Security Industry Essentials (SIE)Life and Health Insurance Licenses
Tech Stack:MS WindowsMicrosoft WordMicrosoft ExcelMobile appsWeb-based browsingTele-consulting

Company Brief

KeyCorp
KeyCorp operates KeyBank, providing retail and commercial banking, lending, wealth management, and investment services to individuals, businesses, and institutions across the United States.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Cleveland, United States
Founded: 1849
Glassdoor
Glassdoor: 3.6
WebsiteLinkedIn