Licensed Private Client Banker

KeyCorp
Washington
Workplace: OnsiteFull timeUSD 24.52 - 37.5 hourlyFunction: Banking, Lending & CreditEducation: high_schoolSkills: ["Client focus","Rapport building","Critical thinking","Emotional intelligence","Risk management"]

Build and manage full-client relationships using a plan-based approach to financial advice. Assess client needs, gather and document information, and provide customized financial wellness recommendations through investment and insurance solutions for clients with up to $2M in investable assets. Develop a referral pipeline across internal and external centers of influence, partner with branch and line-of-business teams, and support branch operations while maintaining compliance and accurate documentation.

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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

Build and manage full-client relationships using a plan-based approach to financial advice. Assess client needs, gather and document information, and provide customized financial wellness recommendations through investment and insurance solutions for clients with up to $2M in investable assets. Develop a referral pipeline across internal and external centers of influence, partner with branch and line-of-business teams, and support branch operations while maintaining compliance and accurate documentation.
Location: Washington
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Provide client solutions by assessing financial wellness opportunities and delivering customized recommendations through investment and insurance referrals.
  • •Build and document a client referral pipeline using internal and external centers of influence while prospecting with a disciplined approach.
  • •Develop and maintain in-depth knowledge of private client products and services, including competitive offerings, to support meaningful client conversations.
  • •Open and service personal and business accounts and provide support for client transactions as needed from the Teller line.
  • •Ensure compliance with operational, risk, security, and audit procedures, and document client interactions appropriately.

Pay and Benefits

Salary: USD 24.52 - 37.5 hourly

Key Requirements

  • •High School Diploma, GED, or equivalent experience (required).
  • •Experience developing customer relationships, achieving sales goals, and building referral sources in insurance and investment products (required).
  • •Foundational knowledge of sales and service techniques with clients, including tele-consulting, outside calling, prospecting, and networking (required).
  • •Ability to build rapport quickly and strong interpersonal interaction skills (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 focusRapport buildingCritical thinkingEmotional intelligenceRisk management
Licenses:Life and Health Insurance Licenses
Certifications:FINRA License S6FINRA License S63FINRA Security Industry Essentials (SIE)Life and Health Insurance Licenses
Tech Stack:MS 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