KeyCorp

1 week ago

Licensed Private Client Banker

✓ 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 Private Client Banker within the Private Client Program, owning the full client relationship and delivering plan-based financial advice. Assess client needs, gather and document information, and recommend investment and insurance solutions while referring to internal specialists when appropriate. Build referral pipelines through disciplined prospecting and centers of influence, support branch operations, ensure compliance, and achieve individual sales and activity goals.

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Banking, Lending & Credit

Key Responsibilities

•Deliver plan-based financial advice by assessing client needs, gathering and documenting data, and providing customized financial wellness recommendations.
•Refer and deliver appropriate investment and insurance solutions while identifying opportunities during client conversations.
•Build a client referral pipeline through prospecting, networking, and developing internal/external centers of influence; document calling efforts.
•Open personal and business accounts and support branch operations, including assisting with teller transactions as needed.
•Ensure compliance with operational, risk, security, and audit procedures and policies; participate in branch huddles and debriefs and work Saturdays as directed.

Pay and Benefits

Salary: USD 25 - 38.46 hourly

Key Requirements

•Develop current and new customer relationships to achieve sales goals and build referral sources in insurance and investment products.
•Use sales and service techniques with clients, including tele-consulting, outside calling, prospecting, and networking.
•Build rapport quickly and effectively through fact-finding conversations and objection handling.
•Maintain working knowledge of PCs (MS Windows and Office including Word and Excel) and digital technology (mobile, apps, web-based browsing).
•Hold FINRA License S6, FINRA License S63, FINRA Security Industry Essentials (SIE), and life and health insurance licenses (upon hire).

Education:High School

Skills:Client relationship buildingSales and referralsIntegrityTime managementCompliance mindset

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

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KeyCorp

1 week ago

Licensed Private Client Banker

✓ 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: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Banking, Lending & Credit

Key Responsibilities

•Deliver plan-based financial advice by assessing client needs, gathering and documenting data, and providing customized financial wellness recommendations.
•Refer and deliver appropriate investment and insurance solutions while identifying opportunities during client conversations.
•Build a client referral pipeline through prospecting, networking, and developing internal/external centers of influence; document calling efforts.
•Open personal and business accounts and support branch operations, including assisting with teller transactions as needed.
•Ensure compliance with operational, risk, security, and audit procedures and policies; participate in branch huddles and debriefs and work Saturdays as directed.

Pay and Benefits

Salary: USD 25 - 38.46 hourly

Key Requirements

•Develop current and new customer relationships to achieve sales goals and build referral sources in insurance and investment products.
•Use sales and service techniques with clients, including tele-consulting, outside calling, prospecting, and networking.
•Build rapport quickly and effectively through fact-finding conversations and objection handling.
•Maintain working knowledge of PCs (MS Windows and Office including Word and Excel) and digital technology (mobile, apps, web-based browsing).
•Hold FINRA License S6, FINRA License S63, FINRA Security Industry Essentials (SIE), and life and health insurance licenses (upon hire).

Education:High School

Skills:Client relationship buildingSales and referralsIntegrityTime managementCompliance mindset

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