Private Client Banker

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

Serve as a trusted advisor within the Key Private Client Program, managing the end-to-end client relationship with a plan-based approach to financial wellness. Assess client needs, gather and document data, and deliver tailored investment and insurance solutions for clients with up to $2M in investable assets. Build referral pipelines, partner with branch and line-of-business teammates, support branch operations, and ensure compliance while working onsite in the branch.

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FursaFursa
KeyCorp
KeyCorp
2 months ago

Private Client Banker

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Source: Company careers pageValidated by: Fursa AI
Last checked: 3 hours agoStatus: Live

Job Summary

Serve as a trusted advisor within the Key Private Client Program, managing the end-to-end client relationship with a plan-based approach to financial wellness. Assess client needs, gather and document data, and deliver tailored investment and insurance solutions for clients with up to $2M in investable assets. Build referral pipelines, partner with branch and line-of-business teammates, support branch operations, and ensure compliance while working onsite in the branch.
Location: New York
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit

Key Responsibilities

  • •Deliver client solutions by identifying financial wellness opportunities and referring appropriate investment and insurance products while providing customized recommendations.
  • •Build and document a client referral pipeline by identifying and developing internal and external centers of influence through prospecting and calling efforts.
  • •Develop and maintain in-depth knowledge of private client products and services, including competitive offerings, to guide meaningful client conversations.
  • •Open and service personal and business accounts, including deposit products, lending, home equity, and certificates of deposit.
  • •Ensure compliance with operational, risk, security, and audit procedures; support branch operations by assisting with teller transactions as needed.

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 sales and service techniques with clients, including tele-consulting, outside calling, prospecting, and networking.
  • •Interpersonal skills to build rapport quickly, plus demonstrated ability to influence business partners and leverage centers of influence.
  • •Working knowledge of PCs (MS Windows and Office including Word and Excel) and digital technology (mobile, apps, web-based browsing) to educate clients.
Education:High School
Skills:Client focusProblem-solvingIntegrityTime managementRapport building
Certifications:FINRA License S6FINRA License S63FINRA Security Industry Essentials (SIE)Life and Health Insurance Licenses
Tech Stack:MS WindowsWordExcelMobileAppsWeb-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