Private Client Banker

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

Serve as a trusted advisor within the Key Private Client Program, managing end-to-end client relationships using a plan-based approach to financial wellness. Assess clients’ needs, gather and document data, and recommend appropriate investment and insurance solutions for clients up to $2M in investable assets. Build referral pipelines through prospecting and centers of influence, partner with branch teams, maintain compliance, and support branch operations including teller assistance as needed.

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FursaFursa
KeyCorp
KeyCorp
5 months ago

Private Client Banker

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Last checked: 16 hours agoStatus: Live

Job Summary

Serve as a trusted advisor within the Key Private Client Program, managing end-to-end client relationships using a plan-based approach to financial wellness. Assess clients’ needs, gather and document data, and recommend appropriate investment and insurance solutions for clients up to $2M in investable assets. Build referral pipelines through prospecting and centers of influence, partner with branch teams, maintain compliance, and support branch operations including teller assistance as needed.
Location: Colorado
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit

Key Responsibilities

  • •Provide a strong client experience, delivering customized financial wellness recommendations based on client conversations.
  • •Deliver client solutions by referring appropriate investment and insurance products to meet client goals.
  • •Build and maintain a client referral pipeline by developing internal/external centers of influence and documenting calling efforts.
  • •Maintain in-depth knowledge of private client and competitive products/services to support meaningful financial wellness conversations.
  • •Ensure compliance with operational, risk, security, and audit procedures, including appropriate documentation, and assist with branch operations as needed.

Pay and Benefits

Salary: USD 25 - 38.46 hourly

Key Requirements

  • •High school diploma, GED, or equivalent experience.
  • •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.
  • •Ability to build rapport quickly and use fact-finding questions with the goal of being helpful.
  • •Working knowledge of PCs (MS Windows and Office products including Word and Excel) and digital technology (mobile, apps, and web-based browsing).
Education:High School
Skills:Client relationship buildingRapport buildingTime managementIntegrityProblem-solving
Certifications:FINRA License S6FINRA License S63FINRA Security Industry Essentials (SIE)Life and Health Insurance Licenses
Tech Stack:PCsMS 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