Private Client Banker, Oak Grove

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

Serve as a Private Client Banker, building trusted client relationships and delivering plan-based financial advice. Assess client needs, gather and document financial information, and recommend investment and insurance solutions that support clients’ financial wellness. Create a referral pipeline through prospecting and centers of influence, partner with branch and line-of-business teammates, and maintain compliance with operational, risk, security, and audit procedures.

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FursaFursa
KeyCorp
KeyCorp
1 month ago

Private Client Banker, Oak Grove

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Last checked: 2 hours agoStatus: Live

Job Summary

Serve as a Private Client Banker, building trusted client relationships and delivering plan-based financial advice. Assess client needs, gather and document financial information, and recommend investment and insurance solutions that support clients’ financial wellness. Create a referral pipeline through prospecting and centers of influence, partner with branch and line-of-business teammates, and maintain compliance with operational, risk, security, and audit procedures.
Location: Oregon
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit

Key Responsibilities

  • •Provide a strong client experience, engaging with clients and teammates and supporting clients’ personal, professional, and financial needs.
  • •Listen for financial wellness opportunities and deliver customized recommendations, referring investment and insurance solutions as appropriate.
  • •Build and maintain a client referral pipeline by developing internal and external centers of influence and documenting calling efforts.
  • •Develop and maintain in-depth knowledge of private client products and services and competitive offerings to support meaningful conversations.
  • •Support branch operations by assisting with client transactions as needed and ensuring 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).
  • •Experience developing new and existing customer relationships, achieving sales goals, and building referral sources in insurance and investment products.
  • •Foundational knowledge of sales and service techniques with clients, including tele-consulting, outside calling, prospecting, and networking.
  • •Strong interpersonal skills to build rapport quickly with clients.
  • •Working knowledge of PCs (MS Windows and Office, including Word and Excel) and digital technology (mobile, apps, web browsing).
Education:High School
Skills:Client-focusedProblem-solvingIntegrityTime managementRelationship building
Licenses:FINRA License S6FINRA License S63FINRA Security Industry Essentials (SIE)Life and Health Insurance Licenses
Tech Stack:MS WindowsMicrosoft OfficeWordExcelMobileAppsWeb-based browsingPCs

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