Licensed Private Client Banker

KeyCorp
Vermont
Workplace: OnsiteFull timeUSD 25 - 38.46 hourlyFunction: Banking, Lending & CreditEducation: high_schoolSkills: ["Client relationship management","Rapport building","Time management","Integrity","Problem solving"]

Build and manage full client relationships within the Key Private Client Program, delivering plan-based financial advice to help clients improve financial wellness. Assess client needs, gather and document data, and recommend investment and insurance solutions, while using internal centers of influence to grow a referral pipeline. Meet individual sales and activity goals, support branch operations, ensure compliance, and occasionally assist with teller transactions and branch huddles.

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FursaFursa
KeyCorp
KeyCorp
2 months ago

Licensed Private Client Banker

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Source: Company careers pageValidated by: Fursa AI
Last checked: 16 hours agoStatus: Live

Job Summary

Build and manage full client relationships within the Key Private Client Program, delivering plan-based financial advice to help clients improve financial wellness. Assess client needs, gather and document data, and recommend investment and insurance solutions, while using internal centers of influence to grow a referral pipeline. Meet individual sales and activity goals, support branch operations, ensure compliance, and occasionally assist with teller transactions and branch huddles.
Location: Vermont
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit

Key Responsibilities

  • •Provide client solutions by assessing financial needs, gathering and documenting client data, and delivering customized financial wellness recommendations.
  • •Deliver and refer appropriate investment and insurance products to support clients’ financial wellness goals.
  • •Build a client referral pipeline by identifying and developing internal and external centers of influence, prospecting, and documenting calling efforts.
  • •Maintain in-depth knowledge of private client products and services (and competitors) to lead meaningful financial wellness conversations.
  • •Ensure compliance with operational, risk, security, and audit procedures, including documentation; support branch operations and assist with teller transactions as needed.

Pay and Benefits

Salary: USD 25 - 38.46 hourly

Key Requirements

  • •FINRA License S6, FINRA License S63, FINRA SIE, and Life and Health Insurance Licenses upon hire.
  • •High school diploma, GED, or equivalent experience.
  • •Experience developing current and new customer relationships, achieving sales goals, and building referral sources in insurance and investment products.
  • •Knowledge of sales and service techniques with clients, including tele-consulting, outside calling, prospecting, and networking.
  • •Working knowledge of PCs (MS Windows and Office such as Word and Excel) and digital technology (mobile, apps, web browsing).
Education:High School
Skills:Client relationship managementRapport buildingTime managementIntegrityProblem solving
Licenses:FINRA License S6FINRA License S63FINRA Security Industry Essentials (SIE)Life and Health Insurance Licenses
Certifications:FINRA License S6FINRA License S63FINRA Security Industry Essentials (SIE)Life and Health Insurance Licenses
Tech Stack:MS WindowsWordExcelMobileAppsWeb-based browsingPCs

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