Licensed Private Client Banker

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

Build trusted relationships with KeyBank clients by assessing financial needs and delivering plan-based advice within the Private Client Program. Develop and manage a referral pipeline through disciplined prospecting, client conversations, and partnerships with branch teams and business lines. Open and support consumer and small business accounts, refer investment and insurance solutions, and ensure compliant client documentation while supporting branch operations as needed.

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FursaFursa
KeyCorp
KeyCorp
2 days ago

Licensed Private Client Banker

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Source: Company careers pageValidated by: Fursa AI
Last checked: 12 hours agoStatus: Live

Job Summary

Build trusted relationships with KeyBank clients by assessing financial needs and delivering plan-based advice within the Private Client Program. Develop and manage a referral pipeline through disciplined prospecting, client conversations, and partnerships with branch teams and business lines. Open and support consumer and small business accounts, refer investment and insurance solutions, and ensure compliant client documentation while supporting branch operations as needed.
Location: United States
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.
  • •Consistently meet individual activity, behavior, and outcome goals and expectations while attaining sales and referral targets.
  • •Build a client referral pipeline by identifying centers of influence, prospecting, documenting calling efforts, and developing partnerships with internal and external stakeholders.
  • •Develop and maintain in-depth knowledge of private client products and services and competitive offerings to support meaningful client conversations.
  • •Ensure compliance with operational, risk, security, and audit procedures, including appropriate documentation of client interactions; support branch operations and assist with teller transactions as needed.

Pay and Benefits

Salary: USD 25 - 38.46 hourly

Key Requirements

  • •High school diploma, GED, or equivalent experience (required).
  • •Experience developing new and existing 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 ask fact-finding questions with the goal of being helpful (required).
  • •FINRA S6, FINRA S63, FINRA Security Industry Essentials (SIE), and Life, Accident, and Health Insurance licenses (required).
Experience:Financial servicesBanking
Education:High School
Skills:IntegrityTime managementCustomer relationship buildingRapport buildingProblem solving
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:PCsMS WindowsMicrosoft WordMicrosoft ExcelMobileAppsWeb-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