Private Client Banker

KeyCorp
United States
Workplace: OnsiteFull timeUSD 25 - 38.46 hourlyFunction: Banking, Lending & CreditEducation: high_schoolSkills: ["Client relationship building","Sales goal achievement","Rapport building","Time management","Integrity"]

Build trusted relationships with private clients by listening for financial wellness opportunities and delivering customized recommendations. Manage an end-to-end client relationship using a plan-based approach, including delivering investment and insurance solutions and referring to relevant specialists. Prospect and grow a referral pipeline, collaborate with branch partners, and open consumer and business accounts. Meet individual sales and activity goals while following compliance, risk, and audit requirements.

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FursaFursa
KeyCorp
KeyCorp
4 days ago

Private Client Banker

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 9 hours agoStatus: Live
Reposted: similar role first listed 4 months ago

Job Summary

Build trusted relationships with private clients by listening for financial wellness opportunities and delivering customized recommendations. Manage an end-to-end client relationship using a plan-based approach, including delivering investment and insurance solutions and referring to relevant specialists. Prospect and grow a referral pipeline, collaborate with branch partners, and open consumer and business accounts. Meet individual sales and activity goals while following compliance, risk, and audit requirements.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Deliver client solutions by listening for financial wellness opportunities and providing customized financial recommendations.
  • •Refer appropriate investment and insurance products to clients and connect clients with internal sales professionals as needed.
  • •Consistently attain individual activity, behavior, and outcome goals and expectations.
  • •Build and document a client referral pipeline by identifying and developing internal and external centers of influence and prospecting.
  • •Ensure compliance with operational, risk, security, and audit procedures and assist with branch operations including client transactions on the Teller line as needed.

Pay and Benefits

Salary: USD 25 - 38.46 hourly

Key Requirements

  • •High School Diploma or GED (or equivalent experience) is required; a Bachelor's Degree is preferred.
  • •Hold FINRA License S6, FINRA License S63, and FINRA Security Industry Essentials (SIE), plus Life, Accident, and Health Insurance licenses.
  • •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, including tele-consulting, outside calling, prospecting, and networking.
  • •Working knowledge of PCs (MS Windows and Office such as Word and Excel) and digital technology (mobile, apps, and web browsing).
Education:High School
Skills:Client relationship buildingSales goal achievementRapport buildingTime managementIntegrity
Certifications:FINRA License S6FINRA License S63FINRA Security Industry Essentials (SIE)Life, Accident, and Health Insurance Licenses
Tech Stack:MS WindowsMicrosoft WordMicrosoft Excel

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
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Glassdoor: 3.6
WebsiteLinkedIn