Private Client Banker

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

Serve as a trusted advisor to private client relationships within the Key Private Client Program, delivering plan-based financial guidance and referring investment and insurance solutions. Build and manage a client referral pipeline, open personal and business accounts, and deepen partnerships with branch and line-of-business teams. Meet individual activity, behavior, and outcome goals while ensuring compliance with operational, risk, security, and audit procedures, including accurate documentation of client interactions.

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FursaFursa
KeyCorp
KeyCorp
2 months ago

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 to private client relationships within the Key Private Client Program, delivering plan-based financial guidance and referring investment and insurance solutions. Build and manage a client referral pipeline, open personal and business accounts, and deepen partnerships with branch and line-of-business teams. Meet individual activity, behavior, and outcome goals while ensuring compliance with operational, risk, security, and audit procedures, including accurate documentation of client interactions.
Location: Utah
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit

Key Responsibilities

  • •Provide personalized financial wellness recommendations during client conversations and deliver solutions through investment and insurance referrals.
  • •Build a client referral pipeline by identifying and developing internal and external centers of influence; prospect and document calling efforts.
  • •Develop and maintain in-depth knowledge of private client products and services and competitive offerings for meaningful conversations.
  • •Open 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 as needed, including Teller line transactions.

Pay and Benefits

Salary: USD 25 - 38.46 hourly

Key Requirements

  • •High school diploma, GED, or equivalent experience.
  • •Experience developing new and current customer relationships, achieving sales goals, and building referral sources in 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 with clients.
  • •Working knowledge of PCs (MS Windows and Office including Word and Excel) and digital technology (mobile, apps, web-based browsing).
Education:High School
Skills:Client relationship buildingRapport buildingIntegrityTime managementProblem-solving
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