Licensed Private Client Banker

KeyBank•Woodbridge, CT

8d•$25 - $38•Onsite

About The Position

The Private Client Banker (PCB) is part of KeyBank’s Key Private Client Program and focuses on the full client relationship 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 providing or referring appropriate financial products and services. The PCB helps clients pursue financial wellness and builds relationships with new and existing clients, including high-net-worth clients. The PCB identifies client needs and may refer clients to sales professionals in Retail, Key Investment Services, Private Bank, Mortgage, or Business Banking. The role also opens personal and business accounts and supports branch operations, including assisting with teller transactions as needed. It requires compliance with operational, risk, security, and audit procedures, and work on Saturdays as directed by management. The position is branch-based in Woodbridge, Connecticut, and requires routinely and frequently operating a motor vehicle with a valid driver’s license. Compensation is an hourly base rate of $25.00–$38.46, with possible production, commission, and/or discretionary incentive compensation. Benefits are referenced through a linked list, but are not specified in the posting.

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 ability to build rapport quickly.
Demonstrated experience influencing business partners and leveraging centers of influence, including partners in investment services, mortgage, and business banking.
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 KeyBank digital platforms and capabilities.
FINRA Series 6 license.
FINRA Series 63 license.
Securities Industry Essentials (SIE) qualification.
Life, Accident, and Health Insurance licenses.
Knowledge of clients’ accounts and banking relationships, with sound judgment regarding clients and transactions.
Ability to attain sales and referral goals through appointments and quality conversations, using lead lists, walk-ins, and professional contacts.
Strong work ethic, integrity, and time-management skills.
Ability to routinely and frequently operate a motor vehicle with a valid driver’s license.
Ability to meet physical demands including prolonged standing, frequent hand use, face-to-face and phone communication, occasional bending and lifting, frequent forward reaching, frequent lifting of 1–10 pounds, and occasional lifting of up to 30 pounds.

Nice To Haves

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

Responsibilities

Provide customized financial wellness recommendations based on client conversations and refer clients to appropriate investment and insurance products.
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 and document 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 products, home equity, unsecured lending, and certificates of deposit.
Partner with branch teammates and line-of-business partners to acquire clients and deepen existing client relationships.
Follow operational, risk, security, and audit procedures and policies, including documenting client interactions appropriately.
Support branch operations, including helping clients with 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 and comply with KeyBank policies, procedures, values, and Code of Conduct.
Provide advice on managing finances, including investment strategies, retirement planning, and tax optimization.
Assess clients’ financial situations and provide tailored advice and financial planning.
Identify prospective clients through prospecting and networking, and develop and maintain long-term client relationships.
Stay current with market trends and analyze market conditions to inform financial advice.