Licensed Private Client Banker

KeyCorp
Washington
Workplace: OnsiteFull timeUSD 25 - 38.46 hourlyFunction: Banking, Lending & CreditEducation: high_schoolSkills: ["Client-focused service","Integrity","Time management","Rapport building","Compliance mindset"]

Serve as a trusted advisor to individuals and businesses, owning the full client relationship under a plan-based approach to financial wellness. Assess client needs, gather and document data, and deliver tailored recommendations by referring investment and insurance solutions. Build a referral pipeline through prospecting and relationship management, open and manage accounts, partner with branch and line-of-business teams, and ensure compliance with operational, risk, security, and audit procedures.

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FursaFursa
KeyCorp
KeyCorp
2 months ago

Licensed Private Client Banker

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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 4 months ago

Job Summary

Serve as a trusted advisor to individuals and businesses, owning the full client relationship under a plan-based approach to financial wellness. Assess client needs, gather and document data, and deliver tailored recommendations by referring investment and insurance solutions. Build a referral pipeline through prospecting and relationship management, open and manage accounts, partner with branch and line-of-business teams, and ensure compliance with operational, risk, security, and audit procedures.
Location: Washington
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit

Key Responsibilities

  • •Provide customized financial wellness recommendations by assessing client needs and referring appropriate investment and insurance solutions.
  • •Build and maintain a client referral pipeline by identifying/proveloping centers of influence, prospecting, and documenting outreach.
  • •Develop and maintain in-depth knowledge of private client products/services and competitive offerings to support meaningful client conversations.
  • •Open and manage personal and business accounts and assist with branch transactions on the teller line as needed.
  • •Ensure compliance with operational, risk, security, and audit procedures, including proper documentation of client interactions.

Pay and Benefits

Salary: USD 25 - 38.46 hourly

Key Requirements

  • •High school diploma/GED (or equivalent experience) with a preferred bachelor’s degree.
  • •Experience developing new and current customer relationships, achieving sales goals, and building referral sources in insurance and investment products.
  • •Foundational knowledge of sales/service techniques including tele-consulting, outside calling, prospecting, and networking.
  • •Working knowledge of PCs (MS Windows and Office, including Word and Excel) plus comfort educating clients on digital technology and platforms.
  • •FINRA licenses (S6, S63) and FINRA Security Industry Essentials (SIE), plus life and health insurance licenses (upon hire).
Education:High School
Skills:Client-focused serviceIntegrityTime managementRapport buildingCompliance mindset
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