Licensed Private Client Banker

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

Serve as a Private Client Banker, advising individuals and small businesses with a plan-based approach to financial wellness. Build and manage end-to-end client relationships, prospect and develop referral pipelines, and deliver solutions by referring investment and insurance products. Support account openings and branch operations as needed, collaborate with internal partners, ensure compliance, and help educate clients on digital platforms and capabilities.

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FursaFursa
KeyCorp
KeyCorp
4 hours 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: 4 hours agoStatus: Live
Reposted: similar role first listed 1 month ago

Job Summary

Serve as a Private Client Banker, advising individuals and small businesses with a plan-based approach to financial wellness. Build and manage end-to-end client relationships, prospect and develop referral pipelines, and deliver solutions by referring investment and insurance products. Support account openings and branch operations as needed, collaborate with internal partners, ensure compliance, and help educate clients on digital platforms and capabilities.
Location: Redmond
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit

Key Responsibilities

  • •Deliver client solutions by providing financial wellness recommendations and referring investment and insurance products.
  • •Build a client referral pipeline through prospecting, networking, and identifying internal and external centers of influence.
  • •Develop and maintain in-depth knowledge of private client products and competitive offerings to support meaningful client conversations.
  • •Open personal and business accounts and support branch operations, including assisting with client transactions on the Teller line as needed.
  • •Ensure compliance with operational, risk, security, and audit procedures and policies, including documentation of client interactions.

Pay and Benefits

Salary: USD 25 - 38.46 hourly

Key Requirements

  • •High School Diploma or GED (or equivalent experience) required.
  • •FINRA License S6, FINRA License S63, and FINRA Security Industry Essentials (SIE) required.
  • •Life, Accident, and Health Insurance Licenses required.
  • •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.
Education:High School
Skills:Client relationship buildingRapport buildingIntegrityTime managementPartner influence
Licenses: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