Private Client Banker

KeyCorp
Ann Arbor
Workplace: OnsiteFull timeUSD 25 - 38.46 hourlyFunction: Banking, Lending & CreditEducation: high_schoolSkills: ["Integrity","Time management","Client rapport","Problem-solving","Relationship building"]

Serve as a trusted advisor for a plan-based portfolio of private clients, delivering and referring investment and insurance solutions to support financial wellness goals. Build a client referral pipeline through prospecting, networking, and managing centers of influence, while maintaining deep knowledge of private client products and competitive offerings. Open and support consumer and business accounts, collaborate with branch teammates, and ensure compliance with operational, risk, security, and audit procedures.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
KeyCorp
KeyCorp
2 months ago

Private Client Banker

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 2 hours agoStatus: Live

Job Summary

Serve as a trusted advisor for a plan-based portfolio of private clients, delivering and referring investment and insurance solutions to support financial wellness goals. Build a client referral pipeline through prospecting, networking, and managing centers of influence, while maintaining deep knowledge of private client products and competitive offerings. Open and support consumer and business accounts, collaborate with branch teammates, and ensure compliance with operational, risk, security, and audit procedures.
Location: Ann Arbor
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit

Key Responsibilities

  • •Listen for financial wellness opportunities during client conversations and deliver customized financial wellness recommendations, including referring investment and insurance products.
  • •Consistently meet individual activity, behavior, and outcome goals and expectations while building a client referral pipeline.
  • •Develop and maintain in-depth knowledge of private client products and services as well as competitive offerings to support meaningful client discussions.
  • •Open and support consumer and business accounts (including deposit products, home equity, unsecured lending, and certificates of deposit) and assist with client transactions on the Teller line as needed.
  • •Ensure compliance with operational, risk, security, and audit procedures, and participate in branch operations such as morning huddles and end-of-day debriefs.

Pay and Benefits

Salary: USD 25 - 38.46 hourly

Key Requirements

  • •High School Diploma, GED, or equivalent experience.
  • •Experience building relationships with new and existing customers while achieving sales goals and referral sources in insurance and investment products.
  • •Foundational knowledge of sales and service techniques, including tele-consulting, outside calling, prospecting, and networking.
  • •Interpersonal skills to build rapport quickly and effectively handle client interactions, including overcoming objections and asking fact-finding questions.
  • •FINRA license requirements and Life & Health Insurance licenses upon hire.
Education:High School
Skills:IntegrityTime managementClient rapportProblem-solvingRelationship building
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 WindowsWordExcelMobile appsWeb-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