Licensed Private Client Banker

KeyBank • Brewster, NY

21d • Onsite

About The Position

The Private Client Banker (PCB) is part of KeyBank’s Key Private Client Program and focuses on the entire client relationship through a plan-based approach to financial advice. The role delivers and refers appropriate financial solutions to KeyBank clients with up to $2 million in investable assets. The banker helps new and existing clients improve their financial wellness by assessing needs, gathering and documenting client information, and recommending appropriate products and services.

The PCB identifies products and services that meet client needs and refers clients to the appropriate professionals in Retail, Key Investment Services, Private Bank, Mortgage, or Business Banking. The role also opens personal and business accounts, develops client relationships and referral sources, supports branch operations, and complies with operational, risk, security, and audit requirements.

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.
• Strong interpersonal skills and the ability to build rapport quickly.
• Demonstrated experience influencing business partners and leveraging centers of influence.
• Working knowledge of PCs, Microsoft Windows, and Office products, including Word and Excel.
• Working knowledge of digital technology, including mobile devices, apps, and web-based browsing, and ability to educate clients about Key’s digital platforms and capabilities.
• FINRA Series 6 license.
• FINRA Series 63 license.
• FINRA Securities Industry Essentials (SIE) qualification.
• Life, Accident, and Health Insurance licenses.
• Ability to routinely and frequently operate a motor vehicle and hold a valid driver’s license.

Nice To Haves

• Bachelor’s degree.
• Comfort interacting with small-business clients, overcoming objections, and asking fact-finding questions with the goal of being helpful.

Responsibilities

• Provide a strong client experience by being present with clients and teammates and recognizing the impact of each interaction.
• Identify financial wellness opportunities during client conversations and provide customized recommendations.
• Deliver client solutions by referring investment and insurance products to appropriate professionals.
• Meet individual activity, behavior, and outcome goals and expectations.
• Build a client referral pipeline by identifying and developing internal and external centers of influence.
• Prospect using a disciplined approach and document calling efforts.
• Maintain in-depth knowledge of private client and competitive products and services.
• Open personal and business accounts, including checking, deposit products, home equity, unsecured lending, and certificates of deposit.
• Build partnerships with branch teammates and business-line partners through in-person meetings, focusing on client acquisition and relationship growth.
• Ensure compliance with operational, risk, security, and audit procedures and policies, including appropriate documentation of client interactions.
• Support branch operations, including assisting 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 duties as assigned; duties, responsibilities, or activities may change or be added.

Benefits

• The role is eligible for incentive compensation, which may include production, commission, and/or discretionary incentives.
• The position is eligible for company benefits; specific benefits are not listed in the posting.

What This Job Offers

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