Licensed Private Client Banker

KeyCorp
United States
Workplace: OnsiteFull timeUSD 25 - 38.46 hourlyFunction: Banking, Lending & CreditEducation: high_schoolSkills: ["Client relationship building","Sales and referral goal attainment","Integrity","Time management","Financial planning advice"]

Deliver plan-based financial advice as part of the Private Client Program, owning the full client relationship and helping clients achieve financial wellness. Assess client needs, gather and document information, and recommend appropriate investment and insurance solutions (with up to $2M in investable assets). Prospect, build referral pipelines with centers of influence, coordinate with branch partners, and support branch operations while meeting goals and compliance standards.

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FursaFursa
KeyCorp
KeyCorp
49 minutes ago

Licensed Private Client Banker

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Source: Company careers pageValidated by: Fursa AI
Last checked: 48 minutes agoStatus: Live

Job Summary

Deliver plan-based financial advice as part of the Private Client Program, owning the full client relationship and helping clients achieve financial wellness. Assess client needs, gather and document information, and recommend appropriate investment and insurance solutions (with up to $2M in investable assets). Prospect, build referral pipelines with centers of influence, coordinate with branch partners, and support branch operations while meeting goals and compliance standards.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit

Key Responsibilities

  • •Serve as a trusted advisor in the Private Client Program by assessing clients’ financial needs and delivering customized financial wellness recommendations.
  • •Deliver client solutions by referring and recommending appropriate investment and insurance products, with a focus on meeting individual activity, behavior, and outcome goals.
  • •Build and document a client referral pipeline through prospecting, identification/development of centers of influence, and quality client conversations.
  • •Maintain in-depth knowledge of private client products and services (and competitive offerings) to support meaningful financial wellness discussions.
  • •Ensure compliance with operational, risk, security, and audit procedures; support branch operations, including assisting on the teller line and participating in branch huddles and debriefs.

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 skills to build rapport quickly and ask fact-finding questions (required).
  • •FINRA and insurance licenses: S6, S63, FINRA SIE, and Life/Accident/Health Insurance licenses (required).
Education:High School
Skills:Client relationship buildingSales and referral goal attainmentIntegrityTime managementFinancial planning advice
Licenses:FINRA License S6FINRA License S63FINRA Security Industry Essentials (SIE)Life, Accident, and Health Insurance Licenses
Certifications:FINRA License S6FINRA License S63FINRA Security Industry Essentials (SIE)Life, Accident, and Health Insurance Licenses
Tech Stack:MS WindowsWordExcelMobileAppsWeb-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