Licensed Private Client Banker
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, helping new and existing clients improve their financial wellness by assessing needs, gathering and documenting client information, and recommending relevant products and services. The PCB identifies client needs and refers clients to appropriate professionals in Retail, Key Investment Services, Private Bank, Mortgage, or Business Banking. The position is based at a KeyBank branch and combines client advising, relationship development, account opening, referrals, and support for branch operations. The banker builds relationships with clients and internal and external referral partners, pursues sales and activity goals, and ensures that client interactions follow operational, risk, security, audit, and documentation policies. The role includes Saturday work as directed by management and may involve assisting with client transactions on the Teller line.
Requirements
- High school diploma, GED, or equivalent experience required; a bachelor’s degree is preferred.
- Experience developing current and new customer relationships, achieving sales goals, and building referral sources for insurance and investment products.
- Foundational knowledge of 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 Microsoft Office products, including Word and Excel.
- Working knowledge of digital technology, including mobile applications and web browsing, and ability to educate clients about Key’s digital platforms and capabilities.
- Required FINRA Series 6 license.
- Required FINRA Series 63 license.
- Required Securities Industry Essentials (SIE) qualification.
- Required Life, Accident, and Health Insurance licenses.
- Ability to routinely and frequently operate a motor vehicle with a valid driver’s license.
- Ability to meet the role’s physical demands, including prolonged standing, frequent hand use and forward reaching, occasional bending and lifting, and lifting items weighing 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 goal of being helpful.
Responsibilities
- Provide a strong client experience and identify financial wellness opportunities during client conversations.
- Assess client needs and provide customized financial wellness recommendations.
- Refer clients to investment and insurance products and to relevant sales professionals across Retail, Key Investment Services, Private Bank, Mortgage, and Business Banking.
- Meet individual activity, behavior, sales, referral, and outcome goals.
- 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 products and services and competitive offerings.
- Open personal and business accounts, including checking, deposit products, home equity, unsecured lending, and certificates of deposit.
- Build partnerships with branch teammates and line-of-business partners through in-person meetings focused on client acquisition and relationship growth.
- Follow operational, risk, security, and audit procedures and policies, including documenting client interactions appropriately.
- 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.
- Comply with KeyBank policies and procedures, act professionally and ethically, avoid conflicts of interest, and act in clients’ and KeyBank’s best interests.
- Perform other duties as assigned; duties and activities may change or be newly assigned.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
