KeyCorp

4 weeks ago

Licensed Private Client Banker

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 21 hours agoStatus: Live

Job Summary

Serve as a Private Client Banker, building trusted relationships and delivering plan-based financial advice to help clients improve financial wellness. You’ll assess client needs, document information, open personal and business accounts, and recommend investment and insurance solutions. Grow a referral pipeline through prospecting and partnerships, maintain strong knowledge of private client products and competitive offerings, and ensure compliance while supporting branch operations on the teller line as needed.

Location: United States

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.
•Recommend and refer appropriate investment and insurance solutions to support client financial wellness goals.
•Build and maintain a client referral pipeline through prospecting, networking, and internal/external centers of influence.
•Open personal and business accounts and support teller-line client transactions as needed.
•Ensure compliance with operational, risk, security, and audit procedures, including documentation of client interactions.

Pay and Benefits

Salary: USD 25 - 38.46 hourly

Key Requirements

•High School Diploma/GED (or equivalent experience) and strong ability to develop current and new customer relationships.
•Experience achieving sales goals and building referral sources in insurance and investment products.
•Foundational knowledge of sales and service techniques with clients, including tele-consulting, outside calling, prospecting, and networking.
•Interpersonal skills to build rapport quickly and influence business partners/leverage centers of influence.
•Working knowledge of PCs (MS Windows and Office such as Word and Excel) and digital technology (mobile, apps, web-based browsing).

Education:High School

Skills:Client rapportIntegrityTime managementProblem-solvingSales execution

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 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: 3.6

Website LinkedIn

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KeyCorp

4 weeks ago

Licensed Private Client Banker

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 21 hours agoStatus: Live

Job Summary

Location: United States

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.
•Recommend and refer appropriate investment and insurance solutions to support client financial wellness goals.
•Build and maintain a client referral pipeline through prospecting, networking, and internal/external centers of influence.
•Open personal and business accounts and support teller-line client transactions as needed.
•Ensure compliance with operational, risk, security, and audit procedures, including documentation of client interactions.

Pay and Benefits

Salary: USD 25 - 38.46 hourly

Key Requirements

•High School Diploma/GED (or equivalent experience) and strong ability to develop current and new customer relationships.
•Experience achieving sales goals and building referral sources in insurance and investment products.
•Foundational knowledge of sales and service techniques with clients, including tele-consulting, outside calling, prospecting, and networking.
•Interpersonal skills to build rapport quickly and influence business partners/leverage centers of influence.
•Working knowledge of PCs (MS Windows and Office such as Word and Excel) and digital technology (mobile, apps, web-based browsing).

Education:High School

Skills:Client rapportIntegrityTime managementProblem-solvingSales execution

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 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: 3.6

Website LinkedIn