Private Client Banker - Hire Ahead

KeyBank • Mentor, OH

2d • $25 - $38 • Onsite

About The Position

The Private Client Banker (PCB) is part of KeyBank’s Key Private Client Program and focuses on clients’ entire financial relationships through a plan-based approach to financial advice. The role serves KeyBank clients with up to $2 million in investable assets by assessing financial needs, gathering and documenting client information, and providing or referring appropriate financial solutions. The PCB helps new and existing clients build confidence in their financial wellness and connects them with sales professionals in Retail, Key Investment Services, Private Bank, Mortgage, or Business Banking as appropriate.

The role is based in a branch and combines relationship management, financial wellness conversations, prospecting, account opening, sales and referrals, and support for branch operations. The banker develops relationships with clients and internal and external referral sources, maintains knowledge of private-client and competitive products, and follows operational, risk, security, audit, and documentation requirements. Saturday work may be directed by management.

Requirements

• High school diploma, GED, equivalent experience, or a bachelor's degree.
• Experience developing current 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.
• Strong interpersonal skills and the ability to build rapport quickly.
• Demonstrated ability to influence business partners and leverage 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.
• 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 with a valid driver’s license.
• Prolonged standing for 5–8 hours per day; frequent hand use, forward reaching, and lifting 1–10 pounds; occasional bending and lifting from floor height and lifting 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 responsive to clients and teammates.
• Identify financial wellness opportunities during client conversations and provide customized recommendations.
• Deliver client solutions and refer clients to appropriate investment and insurance products and 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 competitive offerings.
• Open personal and business accounts, including checking, deposit products, home equity, unsecured lending, and certificates of deposit.
• 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 Saturdays as directed by management.
• Perform other duties as assigned and comply with KeyBank policies, procedures, and Code of Conduct.

Benefits

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

What This Job Offers

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