Private Client Banker- Shoppingtown

KeyCorp
New York
Workplace: OnsiteFull timeUSD 25 - 38.46 hourlyFunction: Banking, Lending & CreditEducation: bachelorsSkills: ["Integrity","Time management","Rapport building","Client-focused communication","Problem solving"]

Serve as a trusted advisor to individuals and businesses as part of the Key Private Client Program. Assess clients’ financial wellness needs, gather and document information, and provide plan-based financial advice using investment and insurance solutions. Build referral pipelines through prospecting and centers of influence, open personal and business accounts, and partner with branch and line-of-business teams while ensuring compliance and supporting branch operations.

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KeyCorp
KeyCorp
2 months ago

Private Client Banker- Shoppingtown

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Last checked: 2 hours agoStatus: Live

Job Summary

Serve as a trusted advisor to individuals and businesses as part of the Key Private Client Program. Assess clients’ financial wellness needs, gather and document information, and provide plan-based financial advice using investment and insurance solutions. Build referral pipelines through prospecting and centers of influence, open personal and business accounts, and partner with branch and line-of-business teams while ensuring compliance and supporting branch operations.
Location: New York
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit

Key Responsibilities

  • •Provide a strong client experience by being present with clients and teammates and delivering customized financial wellness recommendations.
  • •Develop client referral pipelines through prospecting, identifying centers of influence, and documenting calling efforts while meeting activity and outcome goals.
  • •Maintain in-depth knowledge of private client products and competitive offerings to support meaningful client conversations.
  • •Open and manage personal and business accounts, including deposit products, home equity, unsecured lending, and certificates of deposit.
  • •Ensure compliance with operational, risk, security, and audit procedures, and support branch operations including assisting with teller transactions as needed.

Pay and Benefits

Salary: USD 25 - 38.46 hourly

Key Requirements

  • •High School Diploma, GED, or equivalent experience (required), with a Bachelor’s Degree preferred.
  • •Experience developing customer relationships, achieving sales goals, and building referral sources in insurance and investment products (required).
  • •Foundational sales and service skills with clients, including tele-consulting, outside calling, prospecting, and networking (required).
  • •Working knowledge of PCs (MS Windows and Office products including Word and Excel) and digital technology to educate clients on mobile/apps/web platforms (required).
  • •FINRA and insurance licensing: FINRA S6, FINRA S63, FINRA SIE, and Life and Health Insurance Licenses upon hire (required).
Education:Bachelor's
Skills:IntegrityTime managementRapport buildingClient-focused communicationProblem solving
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 WindowsWordExcelMobileAppsWeb-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