Licensed Private Client Banker

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

Serve as a trusted advisor for the full client relationship in the Key Private Client Program, helping individuals and small businesses reach financial wellness through plan-based advice. Assess client needs, gather and document data, and deliver or refer appropriate investment and insurance solutions. Build referral pipelines, deepen relationships with existing clients, coordinate with branch and line-of-business partners, and ensure compliance while supporting branch operations as needed.

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FursaFursa
KeyCorp
KeyCorp
2 months ago

Licensed Private Client Banker

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Source: Company careers pageValidated by: Fursa AI
Last checked: 16 hours agoStatus: Live

Job Summary

Serve as a trusted advisor for the full client relationship in the Key Private Client Program, helping individuals and small businesses reach financial wellness through plan-based advice. Assess client needs, gather and document data, and deliver or refer appropriate investment and insurance solutions. Build referral pipelines, deepen relationships with existing clients, coordinate with branch and line-of-business partners, and ensure compliance while supporting branch operations as needed.
Location: Massachusetts
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit

Key Responsibilities

  • •Provide customized financial wellness recommendations by listening for opportunities in client conversations and delivering/referring investment and insurance solutions.
  • •Develop and maintain a referral pipeline through prospecting, identifying centers of influence, documenting calling efforts, and meeting client acquisition goals.
  • •Open and manage personal and business accounts, including deposit products, home equity, unsecured lending, and certificates of deposit.
  • •Maintain in-depth knowledge of private client products and competitive offerings to support meaningful client conversations.
  • •Ensure compliance with operational, risk, security, and audit procedures, including documentation of client interactions, while supporting branch operations 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 current customer relationships, achieving sales goals, and building referral sources in insurance and investment products (required).
  • •Foundational knowledge of sales and service techniques with clients, including tele-consulting, outside calling, prospecting, and networking (required).
  • •Interpersonal skills to build rapport quickly with clients (required).
  • •Working knowledge of PCs (MS Windows and Office products including Word and Excel) and digital technology (mobile, apps, web-based browsing) (required).
Education:High School
Skills:Client-focusedIntegrityTime managementProblem-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 WindowsMicrosoft OfficeWordExcelMobileAppsWeb-based browsingPCs

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