Private Client Banker

KeyCorp
United States
Workplace: OnsiteFull timeUSD 25 - 38.46 hourlyFunction: Banking, Lending & CreditEducation: high_schoolSkills: ["Client rapport","Sales and referral goal attainment","Integrity","Time management","Sound judgment"]

Build trusted advisor relationships with retail and private clients by assessing financial needs and delivering customized financial wellness recommendations. Open and manage personal and small business accounts, achieve individual sales and referral goals, and develop a referral pipeline through disciplined prospecting and centers of influence. Coordinate with internal partners across investment, mortgage, and business banking, while ensuring compliance with operational, risk, security, and audit procedures.

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FursaFursa
KeyCorp
KeyCorp
4 days ago

Private Client Banker

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 9 hours agoStatus: Live
Reposted: similar role first listed 4 months ago

Job Summary

Build trusted advisor relationships with retail and private clients by assessing financial needs and delivering customized financial wellness recommendations. Open and manage personal and small business accounts, achieve individual sales and referral goals, and develop a referral pipeline through disciplined prospecting and centers of influence. Coordinate with internal partners across investment, mortgage, and business banking, while ensuring compliance with operational, risk, security, and audit procedures.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit

Key Responsibilities

  • •Provide client-focused financial wellness recommendations by listening during client conversations and referring appropriate investment and insurance products.
  • •Consistently meet individual activity, behavior, and outcome goals and expectations.
  • •Build and document a client referral pipeline by identifying internal/external centers of influence and using a disciplined prospecting approach.
  • •Maintain in-depth knowledge of private client products/services and competitive offerings to support meaningful client conversations.
  • •Open and manage consumer and small business accounts and support branch operations including client transactions on the teller line as needed.

Pay and Benefits

Salary: USD 25 - 38.46 hourly

Key Requirements

  • •High School Diploma/GED (or equivalent experience).
  • •Experience developing new and current customer relationships, achieving sales goals, and building referral sources in insurance and investment products.
  • •Foundational knowledge of sales and service techniques, including tele-consulting, outside calling, prospecting, and networking.
  • •Demonstrated interpersonal skills to build rapport quickly and collect fact-finding information with clients.
  • •Working knowledge of MS Windows and Office (Word, Excel, etc.) and digital technology (mobile, apps, web browsing) to educate clients on platforms.
Education:High School
Skills:Client rapportSales and referral goal attainmentIntegrityTime managementSound judgment
Licenses:FINRA License S6FINRA License S63FINRA Security Industry Essentials (SIE)Life, Accident, and Health Insurance Licenses
Tech Stack:MS WindowsMicrosoft OfficeWordExcelMobileAppsWeb-based browsingDigital platforms

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