Licensed Private Client Banker

KeyBank • Woodbridge, CT

7d • Onsite

About The Position

The Private Client Banker is part of KeyBank’s Key Private Client Program and focuses on clients’ full financial relationships using a plan-based approach. The role delivers and refers suitable financial solutions to clients with up to $2 million in investable assets, helping new and existing clients build financial wellness by assessing needs, gathering and documenting client information, and recommending appropriate products and services. The banker identifies solutions and connects clients with sales professionals across Retail, Key Investment Services, Private Bank, Mortgage, and Business Banking.

The position is based at a KeyBank branch in Woodbridge, Connecticut. It supports branch operations, including assisting with teller-line transactions when needed, and requires working Saturdays as directed by management. The role requires compliance with operational, risk, security, audit, and other KeyBank policies and procedures. Compensation is an hourly base rate of $25.00–$38.46, with potential incentive compensation that may include production, commission, and/or discretionary incentives. The job posting expires December 4, 2026.

Requirements

• High school diploma, GED, or equivalent experience required.
• 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 ability to influence business partners and leverage centers of influence, including Key Investment Services, Mortgage, and Business Banking sales professionals.
• Working knowledge of PCs, Microsoft Windows, and Microsoft 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 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.
• 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 with 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 goal of being helpful.

Responsibilities

• Provide a strong client experience and identify financial wellness opportunities in client conversations.
• Make customized financial wellness recommendations and refer clients to appropriate investment and insurance products and other sales professionals.
• Meet individual activity, behavior, sales, referral, and outcome goals.
• Build a client referral pipeline by prospecting and developing internal and external centers of influence; document calling efforts.
• Maintain in-depth knowledge of Key Private Client products and services and relevant 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 other lines of business to acquire clients and deepen existing relationships.
• Ensure compliance with operational, risk, security, audit, and documentation policies and procedures.
• 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.
• Provide clients with financial guidance, including advice related to investment strategies, retirement planning, tax optimization, and financial wellness.
• Assess clients’ financial situations and develop tailored advice to help them achieve financial goals.
• Develop and maintain relationships with clients, including high-net-worth clients, through personalized service.
• Stay informed about market trends and analyze market conditions to provide informed financial advice.
• Perform other assigned duties and comply with KeyBank policies, professional conduct expectations, and its Code of Conduct.

Benefits

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

What This Job Offers

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