Licensed Private Client Banker

KeyBank • Stone Ridge, NY

3d • $25 - $38 • Onsite

About The Position

The Private Client Banker (PCB) is part of KeyBank’s Key Private Client Program and focuses on clients’ full banking relationships through a plan-based approach to financial advice. The role serves KeyBank clients with up to $2 million in investable assets, assessing their financial needs, gathering and documenting client information, and offering or referring suitable financial products and services. The PCB helps clients pursue financial wellness by identifying needs and connecting them with appropriate professionals in Retail, Key Investment Services, Private Bank, Mortgage, or Business Banking.

The position also supports branch operations, including assisting with client transactions on the Teller line as needed. It is based in a branch and includes Saturday work as directed by management. The role requires routinely and frequently operating a motor vehicle with a valid driver’s license.

Requirements

• High school diploma, GED, or equivalent experience.
• Experience developing current and new customer relationships, achieving sales goals, and building referral sources in insurance and investment products.
• Foundational knowledge of client sales and service techniques, including tele-consulting, outside calling, prospecting, and networking.
• Interpersonal skills and the ability to build rapport quickly.
• Experience influencing business partners and leveraging centers of influence, including Key Investment Services, Mortgage, and Business Banking sales professionals.
• Working knowledge of PCs, MS Windows, and Microsoft Office products such as Word and Excel.
• Working knowledge of digital technology, including mobile devices, apps, and web browsing, and the ability to educate clients about Key’s digital platforms and capabilities.
• FINRA Series 6 license upon hire.
• FINRA Series 63 license upon hire.
• FINRA Securities Industry Essentials (SIE) qualification upon hire.
• Life and Health Insurance licenses upon hire.
• Valid driver’s license and ability to routinely and frequently operate a motor vehicle.
• Strong work ethic, high integrity, sound judgment, and excellent time-management skills.

Nice To Haves

• Bachelor’s degree.
• Comfort interacting with small-business clients, overcoming objections, and asking fact-finding questions to help clients.

Responsibilities

• Deliver a strong client experience by being present and attentive with clients and teammates.
• Identify financial wellness opportunities during client conversations and provide customized recommendations, including referring clients to investment and insurance products.
• Meet individual activity, behavior, and outcome goals.
• Build a client referral pipeline by developing internal and external centers of influence, prospecting, and documenting calling efforts.
• Maintain in-depth knowledge of private client and competitive products and services.
• Open personal and business accounts, including consumer checking, small-business, deposit, home-equity, unsecured lending, and certificate-of-deposit accounts.
• Partner with branch teammates and line-of-business partners to acquire clients and deepen existing relationships.
• Follow operational, risk, security, and audit procedures and policies, including documenting client interactions appropriately.
• Support branch operations, including helping with client transactions on the Teller line as needed.
• Participate in and occasionally facilitate in-person morning huddles and end-of-day debriefs.
• Work Saturdays as directed by management.
• Perform other assigned duties and comply with KeyBank policies, procedures, values, and Code of Conduct.

Benefits

• Incentive compensation, which may include production, commission, and/or discretionary incentives.
• The position is eligible for a list of company benefits; specific benefits are not detailed in the posting.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED