Private Client Banker- Glenville

KeyCorp
New York
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 within the Key Private Client Program, owning the end-to-end client relationship and helping clients move forward through plan-based financial advice. Assess client needs, gather and document information, and deliver or refer appropriate investment and insurance solutions. Build referral pipelines through internal/external centers of influence, support branch operations, and ensure compliance while meeting individual sales activity and outcome goals.

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FursaFursa
KeyCorp
KeyCorp
4 months ago

Private Client Banker- Glenville

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Source: Company careers pageValidated by: Fursa AI
Last checked: 16 hours agoStatus: Live

Job Summary

Serve as a trusted advisor within the Key Private Client Program, owning the end-to-end client relationship and helping clients move forward through plan-based financial advice. Assess client needs, gather and document information, and deliver or refer appropriate investment and insurance solutions. Build referral pipelines through internal/external centers of influence, support branch operations, and ensure compliance while meeting individual sales activity and outcome goals.
Location: New York
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit

Key Responsibilities

  • •Provide personalized financial wellness recommendations by assessing client needs, gathering and documenting client data, and delivering or referring investment and insurance solutions.
  • •Build and maintain a client referral pipeline using internal and external centers of influence, prospecting, outside calling, and documentation of calling efforts.
  • •Develop and maintain in-depth knowledge of private client products and services and competitive offerings to lead meaningful financial wellness conversations.
  • •Open and manage personal and business accounts and help 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 appropriate documentation of client interactions.

Pay and Benefits

Salary: USD 25 - 38.46 hourly

Key Requirements

  • •High School Diploma, GED, or equivalent experience (required); Bachelor's Degree preferred.
  • •Experience developing current and new 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.
  • •Interpersonal skills to build rapport quickly and ask fact-finding questions to be helpful.
  • •Working knowledge of PCs (MS Windows and Office such as Word and Excel) and digital technology (mobile, apps, and web-based browsing).
Experience:InsuranceInvestment productsFinancial servicesPrivate client
Education:High School
Skills:Client relationship buildingRapport buildingIntegrityTime managementProblem-solving
Licenses:FINRA License S6FINRA License S63FINRA Security Industry Essentials (SIE)Life and Health Insurance Licenses
Tech Stack:MS WindowsMicrosoft OfficeWordExcelMobileAppsWeb-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