Private Client Banker - Hamburg (Camp Rd)

KeyBank•Hamburg, NY

12d•Onsite

About The Position

The Private Client Banker (PCB) is part of KeyBank’s Key Private Client Program and focuses on the entire client relationship using a plan-based approach to financial advice. The role serves KeyBank clients with up to $2 million in investable assets, helping new and existing clients build confidence in their financial wellness by assessing their needs, gathering and documenting client data, and recommending appropriate products and services. The PCB develops client relationships, provides personalized financial wellness recommendations, and refers clients to appropriate professionals in Retail, Key Investment Services, Private Bank, Mortgage, or Business Banking. The position also supports branch operations, including assisting with teller-line transactions as needed, and follows applicable operational, risk, security, audit, and compliance requirements.

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.
Interpersonal skills and the ability to build rapport quickly.
Demonstrated experience influencing business partners and leveraging centers of influence, including Key Investment Services, Mortgage, and Business Banking sales professionals.
Working knowledge of PCs, MS 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 on 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.
Knowledge of clients’ accounts and business with the bank, and sound judgment with clients 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 and high level of integrity.
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

Listen for financial wellness opportunities during client conversations and provide effective, customized recommendations.
Deliver client solutions by referring investment and insurance products to appropriate professionals.
Meet individual activity, behavior, and outcome goals.
Build a client referral pipeline by identifying and developing internal and external centers of influence; prospect consistently and document calling efforts.
Maintain in-depth knowledge of private client products and services, as well as competitive offerings.
Open personal and business accounts, including consumer checking, small business, deposit products, home equity, unsecured lending, and certificates of deposit.
Build partnerships with branch teammates and line-of-business partners to acquire clients and deepen existing relationships.
Ensure compliance with operational, risk, security, and audit procedures and policies, 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.
Perform other assigned duties and comply with KeyBank policies and procedures.
Provide advice on clients’ finances, including investment strategies, retirement planning, and tax optimization.
Assess clients’ financial situations and offer tailored advice to support their goals and financial wellness.
Build and maintain long-term relationships with clients, including high-net-worth clients, and provide personalized service.
Stay informed about market trends and analyze market conditions to provide informed financial advice.
Routinely and frequently operate a motor vehicle with a valid driver’s license.