Private Client Banker, River Road

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

Own the full client relationship in KeyBank’s Private Client Program using a plan-based approach to financial wellness. Listen for financial needs during client conversations, recommend and refer investment and insurance solutions, and reliably achieve activity and outcomes goals. Build a client referral pipeline through prospecting and partnerships across branch and line-of-business teams, while opening accounts and supporting teller transactions as needed—ensuring compliance at all times.

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FursaFursa
KeyCorp
KeyCorp
5 days ago

Private Client Banker, River Road

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Source: Company careers pageValidated by: Fursa AI
Last checked: 5 hours agoStatus: Live

Job Summary

Own the full client relationship in KeyBank’s Private Client Program using a plan-based approach to financial wellness. Listen for financial needs during client conversations, recommend and refer investment and insurance solutions, and reliably achieve activity and outcomes goals. Build a client referral pipeline through prospecting and partnerships across branch and line-of-business teams, while opening accounts and supporting teller transactions as needed—ensuring compliance at all times.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit

Key Responsibilities

  • •Deliver customized financial wellness recommendations by assessing client needs and documenting client data.
  • •Refer and deliver appropriate investment and insurance products to meet client solutions needs.
  • •Consistently meet individual activity, behavior, and outcome goals and expectations.
  • •Build and maintain knowledge of private client products and competitive offerings to support meaningful financial wellness conversations.
  • •Open and service consumer and business accounts and support branch operations, including teller-line transaction assistance as needed.

Pay and Benefits

Salary: USD 25 - 38.46 hourly

Key Requirements

  • •High school diploma, GED, or equivalent experience (required).
  • •Experience building current and new 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 interaction skills and ability to build rapport quickly (required).
  • •Working knowledge of PCs (MS Windows and Office including Word and Excel) and digital technology (mobile, apps, and web-based browsing) (required).
Education:High School
Skills:IntegrityTime managementRelationship buildingProblem-solvingCustomer-focused communication
Licenses:FINRA License S6FINRA License S63FINRA Security Industry Essentials (SIE)Life, Accident, and Health Insurance Licenses
Certifications:FINRA License S6FINRA License S63FINRA Security Industry Essentials (SIE)Life, Accident, 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