Licensed Private Client Banker

KeyCorp
Washington
Workplace: OnsiteFull timeUSD 25 - 38.46 hourlyFunction: Banking, Lending & CreditEducation: high_schoolSkills: ["Client-focused","Integrity","Time management","Relationship building","Sales and referral goal attainment"]

Serve as a Private Client Banker, building trusted relationships with individuals and small businesses and guiding them through plan-based financial advice. Assess client needs, document financial information, and deliver or refer appropriate investment and insurance solutions for clients with up to $2M in investable assets. Drive client acquisition through prospecting and referral pipelines, support branch operations, and maintain compliance with risk, security, audit, and documentation requirements.

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FursaFursa
KeyCorp
KeyCorp
4 months ago

Licensed Private Client Banker

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Source: Company careers pageValidated by: Fursa AI
Last checked: 16 hours agoStatus: Live

Job Summary

Serve as a Private Client Banker, building trusted relationships with individuals and small businesses and guiding them through plan-based financial advice. Assess client needs, document financial information, and deliver or refer appropriate investment and insurance solutions for clients with up to $2M in investable assets. Drive client acquisition through prospecting and referral pipelines, support branch operations, and maintain compliance with risk, security, audit, and documentation requirements.
Location: Washington
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit

Key Responsibilities

  • •Provide a strong client experience by engaging with clients and teammates and delivering tailored financial wellness recommendations.
  • •Deliver client solutions by referring appropriate investment and insurance products based on client conversations and needs.
  • •Build and document a client referral pipeline by identifying and developing internal and external centers of influence and prospecting.
  • •Develop and maintain in-depth knowledge of private client products and services and competitive offerings to support meaningful financial 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 25 - 38.46 hourly

Key Requirements

  • •High School Diploma, GED, or equivalent experience (required), with a preferred Bachelor’s Degree.
  • •Experience developing 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.
  • •Demonstrated interpersonal skills to build rapport quickly and effectively influence business partners through centers of influence.
  • •Working knowledge of PCs (MS Windows and Office including Word and Excel) and digital technology (mobile, apps, web browsing) to educate clients on Key’s digital platforms.
Education:High School
Skills:Client-focusedIntegrityTime managementRelationship buildingSales and referral goal attainment
Licenses:FINRA License S6FINRA License S63FINRA Security Industry Essentials (SIE)Life and Health Insurance Licenses
Certifications:FINRA License S6FINRA License S63FINRA Security Industry Essentials (SIE)Life and Health Insurance Licenses
Tech Stack:MS WindowsWordExcelOfficeMobile 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