Licensed Private Client Banker

KeyCorp
United States
Workplace: OnsiteFull timeUSD 25 - 38.46 hourlyFunction: Banking, Lending & CreditEducation: high_schoolSkills: ["Integrity","Time management","Client rapport","Judgment","Problem-solving"]

Serve as a Private Client Banker focused on the full client relationship through a plan-based approach to financial advice. Assess clients’ financial wellness needs, gather and document data, and recommend appropriate banking, investment, and insurance solutions, while referring to internal partners for deeper needs. Build a referral pipeline through prospecting and centers of influence, achieve activity and sales goals, and ensure compliance through accurate documentation and operational policies.

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FursaFursa
KeyCorp
KeyCorp
3 days ago

Licensed 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 Private Client Banker focused on the full client relationship through a plan-based approach to financial advice. Assess clients’ financial wellness needs, gather and document data, and recommend appropriate banking, investment, and insurance solutions, while referring to internal partners for deeper needs. Build a referral pipeline through prospecting and centers of influence, achieve activity and sales goals, and ensure compliance through accurate documentation and operational policies.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Deliver tailored financial wellness recommendations during client conversations and refer investment and insurance solutions as needed.
  • •Attain individual activity and outcome goals, including using lead lists, appointments, walk-ins, and professional contacts to generate recommendations.
  • •Build and maintain a client referral pipeline by prospecting, developing internal/external centers of influence, and documenting calling efforts.
  • •Develop and maintain in-depth knowledge of private client products and services and of competitive offerings to support meaningful financial wellness conversations.
  • •Open personal and business accounts and support branch operations, including assisting with teller transactions as needed; ensure compliance with operational, risk, security, and audit policies.

Pay and Benefits

Salary: USD 25 - 38.46 hourly

Key Requirements

  • •High School Diploma, GED, or equivalent experience; Bachelor’s Degree preferred.
  • •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 with clients, including tele-consulting, outside calling, prospecting, and networking.
  • •Strong interpersonal skills to build rapport quickly and ask effective fact-finding questions.
  • •Working knowledge of PCs (MS Windows and Office Products like Word and Excel) and digital technology (mobile, apps, web-based browsing).
Experience:Financial servicesInsuranceInvestments
Education:High School
Skills:IntegrityTime managementClient rapportJudgmentProblem-solving
Licenses:FINRA License S6FINRA License S63FINRA Security Industry Essentials (SIE)Life, Accident, and Health Insurance Licenses
Tech Stack:Microsoft WindowsMicrosoft OfficeWordExcelMobileAppsWeb browsingDigital technology

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