Private Client Banker

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

Build and manage end-to-end relationships with private clients using a plan-based approach to financial wellness. You will assess client needs, gather and document data, and deliver customized recommendations by referring investment and insurance solutions. The role focuses on achieving sales, activity, and outcome goals up to $2M in investable assets, developing referral pipelines, partnering with branch and line-of-business teams, and maintaining compliance while supporting teller transactions as needed.

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FursaFursa
KeyCorp
KeyCorp
2 months ago

Private Client Banker

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 16 hours agoStatus: Live
Reposted: similar role first listed 2 months ago

Job Summary

Build and manage end-to-end relationships with private clients using a plan-based approach to financial wellness. You will assess client needs, gather and document data, and deliver customized recommendations by referring investment and insurance solutions. The role focuses on achieving sales, activity, and outcome goals up to $2M in investable assets, developing referral pipelines, partnering with branch and line-of-business teams, and maintaining compliance while supporting teller transactions as needed.
Location: Pennsylvania
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit

Key Responsibilities

  • •Assess client needs and provide customized financial wellness recommendations by delivering and referring investment and insurance products.
  • •Build a client referral pipeline by prospecting, identifying and developing internal/external centers of influence, and documenting calling efforts.
  • •Develop and maintain in-depth knowledge of private client products and competitive offerings to support meaningful client conversations.
  • •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 maintain appropriate documentation of client interactions.

Pay and Benefits

Salary: USD 25 - 38.46 hourly

Key Requirements

  • •High School Diploma, GED, or equivalent experience (required).
  • •Experience developing 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, including tele-consulting, outside calling, prospecting, and networking (required).
  • •Interpersonal skills to build rapport quickly and influence business partners using centers of influence (required).
  • •Working knowledge of PCs (MS Windows and Office including Word and Excel) and digital technology (mobile, apps, web browsing) (required).
Education:High School
Skills:IntegrityTime managementRapport buildingCustomer focusProblem-solving
Licenses:FINRA License S6FINRA License S63FINRA Security Industry Essentials (SIE)Life and Health Insurance Licenses
Tech Stack:MS WindowsWordExcelOfficeMobileAppsWeb-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