KeyCorp

1 week ago

Private Client Banker - Delaware Hertel

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 20 hours agoStatus: Live

Job Summary

Serve as a trusted advisor for the Key Private Client Program, building long-term client relationships through a plan-based approach to financial wellness. Assess clients’ needs and help deliver investment and insurance solutions, while opening and servicing personal and business accounts. Meet individual sales and referral goals by prospecting, leveraging centers of influence, and partnering with branch and line-of-business teams. Ensure compliant documentation and support branch operations as needed.

Location: Buffalo

Workplace: Onsite

Employment Type: Full time

Job Function: Banking, Lending & Credit

Key Responsibilities

•Deliver client solutions by assessing financial wellness needs and referring investment and insurance products.
•Build a client referral pipeline by identifying/developing internal and external centers of influence and documenting prospecting activities.
•Maintain in-depth knowledge of private client products and competitive offerings to lead meaningful financial wellness conversations.
•Open and support personal and business accounts, including deposit products, home equity, unsecured lending, and certificates of deposit.
•Support branch operations as needed (including teller transactions) and ensure compliance with operational, risk, security, and audit procedures.

Pay and Benefits

Salary: USD 25 - 38.46 hourly

Key Requirements

•High School Diploma, GED, or equivalent experience (required).
•Experience developing customer relationships, achieving sales goals, and building referral sources in insurance and investment products (required).
•Foundational knowledge of sales and service techniques (tele-consulting, outside calling, prospecting, 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) (required).

Education:High School

Skills:Client-focused mindsetIntegrityTime managementAbility to build rapportSound judgment

Certifications: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: 3.6

Website LinkedIn

Loading job details...

Preparing the role view and application actions.

KeyCorp

1 week ago

Private Client Banker - Delaware Hertel

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 20 hours agoStatus: Live

Job Summary

Location: Buffalo

Workplace: Onsite

Employment Type: Full time

Job Function: Banking, Lending & Credit

Key Responsibilities

•Deliver client solutions by assessing financial wellness needs and referring investment and insurance products.
•Build a client referral pipeline by identifying/developing internal and external centers of influence and documenting prospecting activities.
•Maintain in-depth knowledge of private client products and competitive offerings to lead meaningful financial wellness conversations.
•Open and support personal and business accounts, including deposit products, home equity, unsecured lending, and certificates of deposit.
•Support branch operations as needed (including teller transactions) and ensure compliance with operational, risk, security, and audit procedures.

Pay and Benefits

Salary: USD 25 - 38.46 hourly

Key Requirements

•High School Diploma, GED, or equivalent experience (required).
•Experience developing customer relationships, achieving sales goals, and building referral sources in insurance and investment products (required).
•Foundational knowledge of sales and service techniques (tele-consulting, outside calling, prospecting, 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) (required).

Education:High School

Skills:Client-focused mindsetIntegrityTime managementAbility to build rapportSound judgment

Certifications: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: 3.6

Website LinkedIn