KeyCorp

3 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: 20 hours agoStatus: Live

Job Summary

Serve as a Private Client Banker and trusted advisor for clients in the Key Private Client Program, using a plan-based approach to financial wellness. Assess client needs, gather and document data, and deliver or refer appropriate investment and insurance solutions, supporting up to $2M in investable assets. Build a referral pipeline through prospecting and centers of influence, partner with branch teams, and ensure compliance while supporting branch operations as needed.

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Banking, Lending & Credit

Key Responsibilities

•Provide client experience and serve as a trusted advisor by engaging clients and teammates with a strong client-first approach.
•Assess financial wellness needs, deliver customized recommendations, and refer investment and insurance solutions to support client goals.
•Build and maintain a client referral pipeline by identifying/developing centers of influence, prospecting, and documenting calling efforts.
•Maintain in-depth knowledge of private client products/services and competitive offerings to hold meaningful financial wellness conversations.
•Ensure compliance with operational, risk, security, and audit procedures, including proper documentation, and support branch operations/Teller transactions as needed.

Pay and Benefits

Salary: USD 25 - 38.46 hourly

Key Requirements

•High school diploma, GED, or equivalent experience (required).
•Experience developing new and existing customer relationships, achieving sales goals, and building referral sources in insurance and investment products (required).
•Foundational sales and service knowledge, including tele-consulting, outside calling, prospecting, and networking (required).
•Ability to build rapport quickly and interact effectively with clients (required).
•FINRA S6 and S63 licenses, FINRA SIE, and Life & Health Insurance licenses upon hire (required).

Experience:Financial servicesBankingPrivate bankingInsuranceInvestments

Education:High School

Skills:Client relationship buildingProblem-solvingIntegrityTime managementCommunication

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 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

3 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: 20 hours agoStatus: Live

Job Summary

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Banking, Lending & Credit

Key Responsibilities

•Provide client experience and serve as a trusted advisor by engaging clients and teammates with a strong client-first approach.
•Assess financial wellness needs, deliver customized recommendations, and refer investment and insurance solutions to support client goals.
•Build and maintain a client referral pipeline by identifying/developing centers of influence, prospecting, and documenting calling efforts.
•Maintain in-depth knowledge of private client products/services and competitive offerings to hold meaningful financial wellness conversations.
•Ensure compliance with operational, risk, security, and audit procedures, including proper documentation, and support branch operations/Teller transactions as needed.

Pay and Benefits

Salary: USD 25 - 38.46 hourly

Key Requirements

•High school diploma, GED, or equivalent experience (required).
•Experience developing new and existing customer relationships, achieving sales goals, and building referral sources in insurance and investment products (required).
•Foundational sales and service knowledge, including tele-consulting, outside calling, prospecting, and networking (required).
•Ability to build rapport quickly and interact effectively with clients (required).
•FINRA S6 and S63 licenses, FINRA SIE, and Life & Health Insurance licenses upon hire (required).

Experience:Financial servicesBankingPrivate bankingInsuranceInvestments

Education:High School

Skills:Client relationship buildingProblem-solvingIntegrityTime managementCommunication

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 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