Licensed Private Client Banker

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

Deliver plan-based financial advice as part of the Private Client Program, building trusted client relationships and uncovering opportunities for financial wellness. Provide tailored recommendations and refer investment and insurance solutions, while consistently meeting activity and sales goals. Prospect, manage referral pipelines, open and support personal and small business accounts, and partner closely with branch and line-of-business teams. Ensure compliance and support branch operations including Teller transactions when needed.

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FursaFursa
KeyCorp
KeyCorp
3 days ago

Licensed Private Client Banker

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Source: Company careers pageValidated by: Fursa AI
Last checked: 1 hour agoStatus: Live

Job Summary

Deliver plan-based financial advice as part of the Private Client Program, building trusted client relationships and uncovering opportunities for financial wellness. Provide tailored recommendations and refer investment and insurance solutions, while consistently meeting activity and sales goals. Prospect, manage referral pipelines, open and support personal and small business accounts, and partner closely with branch and line-of-business teams. Ensure compliance and support branch operations including Teller transactions when needed.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit

Key Responsibilities

  • •Provide customized financial wellness recommendations by assessing client needs, gathering and documenting client data, and delivering or referring investment and insurance solutions.
  • •Develop and maintain private client product knowledge, including competitive products, to support meaningful client conversations.
  • •Build a client referral pipeline using prospecting, identifying centers of influence, documenting calling efforts, and leveraging internal/external referral sources.
  • •Open and support consumer and small business accounts and related banking products, 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-line client transactions as needed.

Pay and Benefits

Salary: USD 25 - 38.46 hourly

Key Requirements

  • •High school diploma (or GED) or equivalent experience (required).
  • •Experience developing customer relationships, achieving sales goals, and building referral sources in insurance and investment products (required).
  • •Foundational knowledge of sales and service techniques, including tele-consulting, outside calling, prospecting, and networking (required).
  • •Interpersonal skills to build rapport quickly with clients and ask fact-finding questions (required).
  • •Working knowledge of PCs (MS Windows and Office such as Word and Excel) and digital technology (mobile, apps, web browsing) (required).
Experience:Financial servicesBanking
Education:High School
Skills:Client serviceProblem-solvingIntegrityTime managementRelationship building
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 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