Licensed Private Client Banker

KeyBank • Brewster, NY

3d • $25 - $38 • Onsite

About The Position

The Private Client Banker (PCB) is part of KeyBank’s Key Private Client Program and focuses on clients’ overall financial relationships using a plan-based approach to financial advice. The role serves KeyBank clients with up to $2 million in investable assets, assessing financial needs, gathering and documenting client information, and recommending or referring appropriate financial solutions and services. The PCB works to help new and existing clients improve their financial wellness and connects them with relevant professionals in Retail, Key Investment Services, Private Bank, Mortgage, or Business Banking.

The position develops client relationships and referral sources, discusses financial wellness opportunities, opens personal and business accounts, and supports branch operations. It requires maintaining knowledge of private client and competitive products, meeting activity and sales expectations, and following operational, risk, security, audit, and documentation procedures. The role is branch-based in Brewster, New York, and includes working Saturdays as 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 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 Key Investment Services, Mortgage, and Business Banking professionals.
• Working knowledge of PCs, MS Windows, and Microsoft Office products, including 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 License S6.
• FINRA License S63.
• FINRA 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 stated physical demands, including prolonged standing, frequent hand use and 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 with the goal of being helpful.

Responsibilities

• Provide a strong client experience by being present and engaged with clients and teammates.
• Identify financial wellness opportunities in client conversations and provide customized recommendations, including referring clients for 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, prospecting, and documenting 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 business-line 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 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 assigned duties and comply with KeyBank policies, procedures, values, and Code of Conduct.

Benefits

• The posting refers applicants to a separate list of benefits for which the position is eligible but does not specify individual benefits.
• 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