Private Client Banker - Fairview

KeyCorp
Boise
Workplace: OnsiteFull timeUSD 25 - 38.46 hourlyFunction: Banking, Lending & CreditEducation: high_schoolSkills: ["Integrity","Time management","Customer-focused service","Relationship building","Sound judgment"]

Serve as a Private Client Banker by building trusted relationships and delivering plan-based financial advice to KeyBank clients. Assess client financial needs, gather and document information, and recommend appropriate investment and insurance solutions, while consistently meeting sales and activity goals. Develop a referral pipeline through prospecting and trusted centers of influence, partner with branch and line-of-business teammates, and ensure compliance. Support branch operations, including teller transactions as needed.

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FursaFursa
KeyCorp
KeyCorp
5 days ago

Private Client Banker - Fairview

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Source: Company careers pageValidated by: Fursa AI
Last checked: 5 hours agoStatus: Live

Job Summary

Serve as a Private Client Banker by building trusted relationships and delivering plan-based financial advice to KeyBank clients. Assess client financial needs, gather and document information, and recommend appropriate investment and insurance solutions, while consistently meeting sales and activity goals. Develop a referral pipeline through prospecting and trusted centers of influence, partner with branch and line-of-business teammates, and ensure compliance. Support branch operations, including teller transactions as needed.
Location: Boise
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Deliver personalized financial wellness recommendations by assessing client needs and documenting client data.
  • •Refer and deliver appropriate investment and insurance products to support client goals, including up to $2M in investable assets.
  • •Develop and maintain a client referral pipeline through prospecting, centers of influence, and disciplined calling efforts.
  • •Build partnerships with branch and line-of-business teammates through in-person meetings to acquire clients and deepen relationships.
  • •Ensure compliance with operational, risk, security, and audit procedures; assist with teller transactions as needed.

Pay and Benefits

Salary: USD 25 - 38.46 hourly

Key Requirements

  • •High school diploma or GED (or equivalent experience).
  • •Experience developing customer relationships, achieving sales goals, and building referral sources in insurance and investment products.
  • •Foundational knowledge of sales and service techniques with clients (tele-consulting, outside calling, prospecting, networking).
  • •Interpersonal skills to build rapport quickly and ask fact-finding questions to be helpful.
  • •Working knowledge of PCs (MS Windows and Office like Word and Excel) and digital technology (mobile, apps, web browsing).
Education:High School
Skills:IntegrityTime managementCustomer-focused serviceRelationship buildingSound judgment
Certifications:FINRA License S6FINRA License S63FINRA Security Industry Essentials (SIE)Life, Accident, and Health Insurance Licenses
Tech Stack:MS WindowsMicrosoft OfficeWordExcelMobileAppsWeb-based browsing

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