Private Client Banker

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

Build trusted relationships with KeyBank private clients, assessing financial needs and delivering tailored financial wellness recommendations. Prospect and develop referral pipelines through internal and external centers of influence, while meeting sales activity and outcome goals. Open and service consumer and small business accounts, refer clients to relevant specialists across investments, insurance, mortgage, and business banking, and support branch operations while ensuring compliance with operational, risk, security, and audit procedures.

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FursaFursa
KeyCorp
KeyCorp
2 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: 11 hours agoStatus: Live
Reposted: similar role first listed 3 months ago

Job Summary

Build trusted relationships with KeyBank private clients, assessing financial needs and delivering tailored financial wellness recommendations. Prospect and develop referral pipelines through internal and external centers of influence, while meeting sales activity and outcome goals. Open and service consumer and small business accounts, refer clients to relevant specialists across investments, insurance, mortgage, and business banking, and support branch operations while ensuring compliance with operational, risk, security, and audit procedures.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit

Key Responsibilities

  • •Listen for financial wellness opportunities during client conversations and provide effective, customized financial wellness recommendations.
  • •Deliver client solutions by referring appropriate investment and insurance products, and develop a client referral pipeline through disciplined prospecting and documentation.
  • •Build and maintain in-depth knowledge of private client products and services, as well as competitive products, to support meaningful client discussions.
  • •Open personal and business accounts and support branch operations, including assisting with client transactions on the Teller line as needed.
  • •Ensure compliance with operational, risk, security, and audit procedures and policies, including documentation of client interactions.

Pay and Benefits

Salary: USD 25 - 38.46 hourly

Key Requirements

  • •High school diploma or GED (or equivalent experience).
  • •Experience developing new and existing 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 and ask fact-finding questions to be helpful.
  • •Working knowledge of PCs (MS Windows and Office) and digital technology to educate clients on mobile, apps, and web-based platforms.
Education:High School
Skills:IntegrityTime managementRapport buildingCustomer relationship buildingProblem solving
Licenses:Life InsuranceAccident InsuranceHealth Insurance
Certifications:FINRA License S6FINRA License S63FINRA Security Industry Essentials (SIE)
Tech Stack:MS WindowsWordExcelMobileAppsWeb-based browsing

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