Licensed Private Client Banker

KeyCorp
Pennsylvania
Workplace: OnsiteFull timeUSD 25 - 38.46 hourlyFunction: Banking, Lending & CreditEducation: high_schoolSkills: ["Client experience","Integrity","Time management","Rapport building","Problem solving"]

Deliver plan-based financial advice and referrals as part of the Private Client Program, managing the full client relationship for individuals and businesses with up to $2M in investable assets. Assess client financial needs, gather and document data, provide customized financial wellness recommendations, and open accounts. Build referral pipelines through internal/external centers of influence, partner with branch and line-of-business teams, and ensure compliance with risk, security, and audit procedures.

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FursaFursa
KeyCorp
KeyCorp
1 month ago

Licensed Private Client Banker

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Source: Company careers pageValidated by: Fursa AI
Last checked: 10 hours agoStatus: Live
Reposted: similar role first listed 2 months ago

Job Summary

Deliver plan-based financial advice and referrals as part of the Private Client Program, managing the full client relationship for individuals and businesses with up to $2M in investable assets. Assess client financial needs, gather and document data, provide customized financial wellness recommendations, and open accounts. Build referral pipelines through internal/external centers of influence, partner with branch and line-of-business teams, and ensure compliance with risk, security, and audit procedures.
Location: Pennsylvania
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Provide customized financial wellness recommendations by assessing client needs and delivering/referring appropriate investment and insurance products.
  • •Build and maintain a client referral pipeline using internal/external centers of influence, disciplined prospecting, and documentation of calling efforts.
  • •Develop and maintain in-depth knowledge of private client products/services and competitive offerings to support meaningful client conversations.
  • •Open personal and business accounts and support branch operations, including assisting with client transactions on the Teller line as needed.
  • •Ensure compliance with operational, risk, security, and audit procedures and documentation for client interactions; participate in branch huddles and debriefs and work Saturdays as directed.

Pay and Benefits

Salary: USD 25 - 38.46 hourly

Key Requirements

  • •High School Diploma/GED (or equivalent experience) and experience developing new and current customer relationships while achieving sales goals and building referral sources in insurance and investment products.
  • •Foundational sales/service knowledge with clients, including tele-consulting, outside calling, prospecting, and networking.
  • •Ability to build rapport quickly and comfort interacting with small business clients, including overcoming objections and asking fact-finding questions (preferred).
  • •Working knowledge of PCs (MS Windows and Office including Word, Excel) and digital technology (mobile, apps, web browsing) to educate clients on digital platforms.
  • •FINRA License S6, FINRA License S63, FINRA Security Industry Essentials (SIE), and Life and Health Insurance Licenses upon hire.
Education:High School
Skills:Client experienceIntegrityTime managementRapport buildingProblem solving
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 WindowsMicrosoft OfficeWordExcel

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
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Glassdoor: 3.6
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