Private Client Banker - Hire Ahead

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

Serve as a Private Client Banker, delivering plan-based financial advice and solutions to individuals and small businesses. Manage the full client relationship, assessing financial needs, gathering and documenting data, and recommending investment and insurance products while referring to internal specialists when needed. Build referral pipelines through prospecting, relationship-building, and centers of influence, while supporting branch operations, ensuring compliance, and meeting sales and activity goals.

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FursaFursa
KeyCorp
KeyCorp
4 days ago

Private Client Banker - Hire Ahead

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Last checked: 1 hour agoStatus: Live

Job Summary

Serve as a Private Client Banker, delivering plan-based financial advice and solutions to individuals and small businesses. Manage the full client relationship, assessing financial needs, gathering and documenting data, and recommending investment and insurance products while referring to internal specialists when needed. Build referral pipelines through prospecting, relationship-building, and centers of influence, while supporting branch operations, ensuring compliance, and meeting sales and activity goals.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit

Key Responsibilities

  • •Provide plan-based financial advice by assessing client needs, gathering and documenting client data, and recommending appropriate investment and insurance solutions.
  • •Refer appropriate sales professionals across Retail, Key Investment Services, Private Bank, Mortgage, and Business Banking when needed to deliver client solutions.
  • •Build and document a client referral pipeline using prospecting and disciplined calling efforts, leveraging internal and external centers of influence.
  • •Maintain in-depth knowledge of private client products and services and competitive offerings to support meaningful financial wellness conversations.
  • •Ensure compliance with operational, risk, security, and audit procedures, including proper documentation of client interactions and assisting with teller-line transactions as needed.

Pay and Benefits

Salary: USD 25 - 38.46 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 with clients, including tele-consulting, outside calling, prospecting, and networking (required).
  • •Interpersonal skills to build rapport quickly and overcome objections (required).
  • •Working knowledge of PCs (MS Windows and Office products like Word and Excel) and digital technology (mobile, apps, web browsing) (required).
Education:High School
Skills:Client relationship buildingProblem-solvingTime managementIntegrityRapport building
Licenses:FINRA Security Industry Essentials (SIE)FINRA License S6FINRA License S63Life, Accident, and Health Insurance Licenses
Certifications:FINRA Security Industry Essentials (SIE)FINRA License S6FINRA License S63Life, Accident, 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