Licensed Private Client Banker

KeyCorp
Washington
Workplace: OnsiteFull timeUSD 24.52 - 37.5 hourlyFunction: Banking, Lending & CreditEducation: high_schoolSkills: ["Integrity","Time management","Customer focus","Problem-solving","Relationship building"]

Build and manage an end-to-end client relationship for the Private Client Program using a plan-based approach to financial wellness. You’ll assess client needs, gather and document information, and recommend investment and insurance solutions for up to $2M in investable assets. Meet sales activity and referral goals, develop referral pipelines through centers of influence, partner with branch and line-of-business teams, and ensure compliance while supporting branch operations as needed.

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FursaFursa
KeyCorp
KeyCorp
2 months 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: 16 hours agoStatus: Live
Reposted: similar role first listed 4 months ago

Job Summary

Build and manage an end-to-end client relationship for the Private Client Program using a plan-based approach to financial wellness. You’ll assess client needs, gather and document information, and recommend investment and insurance solutions for up to $2M in investable assets. Meet sales activity and referral goals, develop referral pipelines through centers of influence, partner with branch and line-of-business teams, and ensure compliance while supporting branch operations as needed.
Location: Washington
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit

Key Responsibilities

  • •Deliver client-focused financial wellness guidance by assessing needs, collecting client data, and providing tailored recommendations through investment and insurance product referrals.
  • •Achieve individual activity, behavior, and outcome goals while using system-generated lead lists, walk-ins, and professional contacts.
  • •Build and document a client referral pipeline by identifying and developing internal and external centers of influence and prospecting in a disciplined way.
  • •Develop and maintain in-depth knowledge of private client products/services and competitive offerings to support meaningful client conversations.
  • •Open personal and business accounts and support branch operations, including assisting with teller-line transactions as needed, while ensuring compliance with operational, risk, security, and audit procedures.

Pay and Benefits

Salary: USD 24.52 - 37.5 hourly

Key Requirements

  • •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, including tele-consulting, outside calling, prospecting, and networking (required).
  • •Interpersonal skills to build rapport quickly and ask fact-finding questions (required).
  • •Working knowledge of PCs (MS Windows and Office products like Word and Excel) and digital technology (required).
Education:High School
Skills:IntegrityTime managementCustomer focusProblem-solvingRelationship building
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
Glassdoor: 3.6
WebsiteLinkedIn