Licensed Private Client Banker

KeyCorp
Washington
Workplace: OnsiteFull timeUSD 24.52 - 37.5 hourlyFunction: Banking, Lending & CreditEducation: high_schoolSkills: ["Client-focused","Problem-solving","Rapport building","Integrity","Time management"]

Deliver plan-based financial advice as part of the Private Client Program, building and managing a complete client relationship for clients with up to $2M in investable assets. Identify financial wellness opportunities during conversations, recommend investment and insurance solutions, and develop internal/external referral sources through prospecting and documentation. Open and support consumer and business accounts, partner with branch and line-of-business teams, and ensure compliance and proper documentation while assisting branch operations as needed.

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FursaFursa
KeyCorp
KeyCorp
2 months 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: 16 hours agoStatus: Live
Reposted: similar role first listed 4 months ago

Job Summary

Deliver plan-based financial advice as part of the Private Client Program, building and managing a complete client relationship for clients with up to $2M in investable assets. Identify financial wellness opportunities during conversations, recommend investment and insurance solutions, and develop internal/external referral sources through prospecting and documentation. Open and support consumer and business accounts, partner with branch and line-of-business teams, and ensure compliance and proper documentation while assisting branch operations as needed.
Location: Washington
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit

Key Responsibilities

  • •Assess client needs and provide tailored financial wellness recommendations, delivering solutions through referring investment and insurance products.
  • •Build and maintain a client referral pipeline by identifying centers of influence, prospecting, documenting calling efforts, and developing internal/external referral sources.
  • •Maintain in-depth knowledge of private client products/services and competitive offerings to lead meaningful financial wellness conversations.
  • •Open personal and business accounts and support branch operations, including assisting with client transactions on the Teller line as needed.
  • •Ensure compliance with operational, risk, security, and audit procedures, including appropriate documentation of client interactions.

Pay and Benefits

Salary: USD 24.52 - 37.5 hourly

Key Requirements

  • •High School Diploma, GED, or equivalent experience.
  • •Experience developing new and current customer relationships and achieving sales goals with insurance and investment products.
  • •Foundational knowledge of sales and service techniques with clients, including tele-consulting, outside calling, prospecting, and networking.
  • •Interpersonal skills to build rapport quickly and influence business partners through centers of influence.
  • •Working knowledge of PCs (MS Windows and Office including Word and Excel) and digital technology (mobile, apps, web browsing).
Education:High School
Skills:Client-focusedProblem-solvingRapport buildingIntegrityTime management
Licenses:Life and Health Insurance Licenses
Certifications:FINRA License S6FINRA License S63FINRA Security Industry Essentials (SIE)
Tech Stack:MS WindowsMicrosoft OfficeWordExcelMobile appsWeb-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