Private Client Banker - Queensbury

KeyBank • Queensbury, NY

8d • Onsite

About The Position

The Private Client Banker (PCB) is part of KeyBank’s Key Private Client Program and focuses on clients’ overall banking relationships through a plan-based approach to financial advice. The role delivers and refers suitable financial solutions to clients with up to $2 million in investable assets. The banker assesses client needs, gathers and documents information, and recommends products and services to support financial wellness, referring clients to specialists in Retail, Key Investment Services, Private Bank, Mortgage, or Business Banking as appropriate.

The PCB builds relationships with new and existing clients, develops referral sources, prospects for business, and works with branch teammates and business partners to acquire clients and deepen existing relationships. The position also supports branch operations, follows applicable compliance and risk procedures, and may assist clients with teller transactions. This branch-based role requires Saturday work as directed by management and routine, frequent operation of a motor vehicle with a valid driver’s license.

Requirements

• High school diploma, GED, or equivalent experience.
• Experience developing existing and new customer relationships, achieving sales goals, and building referral sources for insurance and investment products.
• Foundational knowledge of client sales and service techniques, including tele-consulting, outside calling, prospecting, and networking.
• Interpersonal skills and the ability to build rapport quickly.
• Demonstrated experience influencing business partners and leveraging centers of influence.
• 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 the 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.
• Sound judgment when working with client accounts and transactions.
• Ability to attain sales and referral goals through appointments and quality conversations, using system-generated lead lists, walk-ins, and professional contacts.
• Strong work ethic, high integrity, and excellent time-management skills.
• Ability to routinely and frequently operate a motor vehicle with a valid driver’s license.

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 attentive with clients and teammates.
• Identify financial wellness opportunities in client conversations and provide customized recommendations.
• Deliver client solutions by referring clients to investment and insurance products and appropriate sales professionals.
• 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 using a disciplined approach and document calling efforts.
• Maintain in-depth knowledge of private client products and services and relevant competitive offerings.
• Open personal and business accounts and offer appropriate deposit and lending products.
• Build partnerships with branch teammates and line-of-business partners through in-person meetings, supporting client acquisition and relationship growth.
• Ensure compliance with operational, risk, security, and audit policies and procedures, including appropriate documentation of client interactions.
• 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 on investment strategies, retirement planning, and tax optimization, tailored to their financial situations and goals.
• Build and maintain relationships with clients, including high-net-worth clients, and identify prospective clients through networking and prospecting.
• Stay informed about market trends and conditions to provide informed financial advice.
• Perform other assigned duties and comply with KeyBank policies, its Code of Conduct, and ethical business practices.

Benefits

• The position is eligible for incentive compensation, which may include production, commission, and/or discretionary incentives.
• The position is eligible for company benefits; specific benefits are not detailed in the posting.

What This Job Offers

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