Licensed Private Client Banker

KeyCorp
Washington
Workplace: OnsiteFull timeUSD 24.52 - 37.5 hourlyFunction: Banking, Lending & CreditEducation: high_schoolSkills: ["Client-focused communication","Rapport building","Collaboration","Critical thinking","Time management"]

Serve as a trusted advisor to private clients by assessing financial wellness needs, gathering and documenting client data, and delivering plan-based recommendations across investment and insurance solutions. Build a referral pipeline through internal and external centers of influence, prospecting, and documentation. Maintain in-depth knowledge of private client products and competitive offerings, open personal and business accounts, and partner with branch teams while ensuring compliance and supporting branch operations.

Loading

Loading job details...

Preparing the role view and application actions.

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

Job Summary

Serve as a trusted advisor to private clients by assessing financial wellness needs, gathering and documenting client data, and delivering plan-based recommendations across investment and insurance solutions. Build a referral pipeline through internal and external centers of influence, prospecting, and documentation. Maintain in-depth knowledge of private client products and competitive offerings, open personal and business accounts, and partner with branch teams while ensuring compliance and supporting branch operations.
Location: Washington
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit

Key Responsibilities

  • •Provide tailored financial wellness recommendations by listening for opportunities during client conversations and referring appropriate investment and insurance products.
  • •Build and maintain a client referral pipeline by developing centers of influence, prospecting, and documenting calling efforts.
  • •Develop and maintain in-depth knowledge of private client products and services and competitive offerings to support meaningful financial wellness discussions.
  • •Open personal and business accounts, including deposit products and lending products as needed.
  • •Ensure compliance with operational, risk, security, and audit procedures, and support branch operations including assisting on the Teller line as needed.

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 the ability to influence business partners using centers of influence (required).
  • •Working knowledge of PCs (MS Windows and Office including Word and Excel) and digital technology (mobile, apps, web-based browsing) (required).
Education:High School
Skills:Client-focused communicationRapport buildingCollaborationCritical thinkingTime management
Licenses:FINRA License S6FINRA License S63FINRA Security Industry Essentials (SIE)Life and Health Insurance Licenses
Tech Stack:MS WindowsMicrosoft OfficeWordExcelMobile appsWeb-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