Licensed Private Client Banker

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

Serve as a Private Client Banker focused on the full client relationship, delivering plan-based financial advice and referring investment and insurance solutions. Prospect, develop referral pipelines, and lead client conversations to identify financial wellness opportunities. Open and support consumer and small business accounts, partner in-person with branch and line-of-business teammates, and ensure compliance with operational, risk, security, and audit procedures.

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FursaFursa
KeyCorp
KeyCorp
22 hours ago

Licensed Private Client Banker

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Source: Company careers pageValidated by: Fursa AI
Last checked: 22 hours agoStatus: Live

Job Summary

Serve as a Private Client Banker focused on the full client relationship, delivering plan-based financial advice and referring investment and insurance solutions. Prospect, develop referral pipelines, and lead client conversations to identify financial wellness opportunities. Open and support consumer and small business accounts, partner in-person with branch and line-of-business teammates, and ensure compliance with operational, risk, security, and audit procedures.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit

Key Responsibilities

  • •Deliver plan-based financial advice as part of the Private Client Program by assessing client needs and recommending appropriate products and services.
  • •Deliver client solutions through referrals of investment and insurance products and help clients achieve financial wellness goals.
  • •Consistently attain individual activity, behavior, and outcome goals and expectations.
  • •Build and maintain knowledge of private client products and services (and competitive offerings) to support meaningful financial wellness conversations.
  • •Ensure compliance with operational, risk, security, and audit procedures and assist with branch operations and client transactions on the Teller line as needed.

Pay and Benefits

Salary: USD 25 - 38.46 hourly

Key Requirements

  • •FINRA License S6, FINRA License S63, FINRA SIE, and Life, Accident, and Health Insurance Licenses (required).
  • •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 with clients, including tele-consulting, outside calling, prospecting, and networking (required).
  • •Working knowledge of PCs (MS Windows and Office products including Word and Excel) and digital technology (mobile, apps, web-based browsing) (required).
Education:High School
Skills:Client relationship buildingIntegrityTime managementProblem solvingCustomer serviceConflict awareness
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: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