Private Client Banker

KeyCorp
Salt Lake City
Workplace: OnsiteFull timeUSD 25 - 38.46 hourlyFunction: Banking, Lending & CreditSkills: ["Client relationship building","Problem-solving","Rapport building","Time management","Integrity"]

Serve as a trusted advisor to private clients by building and managing end-to-end client relationships through a plan-based approach to financial wellness. Assess client needs, gather and document information, and deliver tailored recommendations across investment and insurance solutions (up to $2M in investable assets). Grow a referral pipeline through prospecting and centers of influence, collaborate with branch teams, and ensure compliance while supporting branch operations, including teller assistance as needed.

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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: 6 hours agoStatus: Live

Job Summary

Serve as a trusted advisor to private clients by building and managing end-to-end client relationships through a plan-based approach to financial wellness. Assess client needs, gather and document information, and deliver tailored recommendations across investment and insurance solutions (up to $2M in investable assets). Grow a referral pipeline through prospecting and centers of influence, collaborate with branch teams, and ensure compliance while supporting branch operations, including teller assistance as needed.
Location: Salt Lake City
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit

Key Responsibilities

  • •Deliver customized financial wellness recommendations and refer appropriate investment and insurance solutions based on client conversations.
  • •Build and maintain a client referral pipeline by identifying/developing centers of influence and documenting prospecting and calling efforts.
  • •Develop and maintain in-depth knowledge of private client products/services and competitive offerings to support meaningful financial planning conversations.
  • •Open and manage personal and business accounts and assist with client transactions, including teller-line support as needed.
  • •Ensure compliance with operational, risk, security, and audit procedures by documenting client interactions and following KeyBank policies.

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, including tele-consulting, outside calling, prospecting, and networking.
  • •Comfort interacting with small business clients, overcoming objections, and asking fact-finding questions (preferred).
  • •Working knowledge of PCs (MS Windows and Office such as Word and Excel) and digital technology (mobile, apps, web-based browsing).
Skills:Client relationship buildingProblem-solvingRapport buildingTime managementIntegrity
Certifications:FINRA License S6FINRA License S63FINRA Security Industry Essentials (SIE)Life and Health Insurance Licenses
Tech Stack:PCsMS 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