Licensed Private Client Banker

KeyBank • Auburn, ME

7d • $25 - $38 • Onsite

About The Position

The Private Client Banker is part of KeyBank’s Key Private Client Program and focuses on the overall client relationship using a plan-based approach to financial advice. The banker delivers and refers financial solutions to KeyBank clients with up to $2 million in investable assets. The role helps new and existing clients build financial wellness by assessing their needs, collecting and documenting client information, and recommending appropriate products and services. It also includes identifying client needs and referring them to sales professionals in Retail, Key Investment Services, Private Bank, Mortgage, or Business Banking.

The position is based in a branch and supports client acquisition and relationship growth through financial wellness conversations, prospecting, networking, referrals, and partnerships with branch teammates and other business lines. The banker opens personal and business accounts, supports branch operations and teller-line transactions as needed, and follows applicable operational, risk, security, audit, and documentation policies. Work on Saturdays may be directed by management.

Requirements

• High school diploma, GED, or equivalent experience.
• 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.
• Interpersonal skills and the ability to build rapport quickly.
• 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 such as Word and Excel.
• Working knowledge of digital technology, including mobile devices, apps, and web 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.
• Ability to routinely and frequently operate a motor vehicle with a valid driver's license.
• Ability to meet the physical demands of prolonged standing, frequent hand use and forward reaching, occasional bending and lifting, and 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 to be helpful.

Responsibilities

• Provide a strong client experience by being present with clients and teammates.
• Identify financial wellness opportunities in client conversations and make customized recommendations, including referrals for 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 products and services and relevant competitive offerings.
• Open personal and business accounts, including consumer checking, small-business, deposit, home-equity, unsecured lending, and certificate-of-deposit accounts.
• Develop partnerships 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 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 on Saturdays as directed by management.
• Perform other assigned duties and comply with KeyBank policies, procedures, and its Code of Conduct.

Benefits

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

What This Job Offers

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