Private Client Banker

KeyBank•Lakewood, CO

23h•$25 - $38•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 delivers and refers appropriate financial solutions to KeyBank clients with up to $2 million in investable assets. The PCB helps new and existing clients build confidence in their financial wellness by assessing financial needs, gathering and documenting client information, and recommending appropriate products and services. The banker identifies solutions and refers clients to sales professionals in Retail, Key Investment Services, Private Bank, Mortgage, or Business Banking. The role involves developing client relationships, providing tailored financial wellness guidance, prospecting for new clients, and partnering with branch teammates and other business lines. It also includes opening personal and business accounts, supporting branch operations and client transactions as needed, following operational and compliance procedures, and participating in branch huddles and debriefs. Saturday work may be directed by management. The position is based in a branch and requires routine, frequent operation of a motor vehicle with a valid driver’s license.

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 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, 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 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 the role, including prolonged standing, frequent hand use and forward reaching, occasional bending and lifting, and lifting items up to 30 pounds.
Knowledge of clients’ accounts and business with the bank, with sound judgment regarding clients and transactions.
Ability to attain sales and referral goals through appointments and quality conversations, using recommendations, system-generated lead lists, walk-ins, and professional contacts.
Strong work ethic, integrity, and time management skills.

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 be present with clients and teammates.
Assess client financial needs and provide customized financial wellness recommendations.
Refer clients to investment and insurance products and to appropriate professionals across Retail, Key Investment Services, Private Bank, Mortgage, and Business Banking.
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 and document calling efforts.
Develop and maintain 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 line-of-business partners to acquire clients and deepen existing relationships.
Follow operational, risk, security, audit, and documentation requirements.
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, including ethical conduct and acting in clients’ and Key’s best interests.
Provide financial guidance on topics such as investment strategies, retirement planning, and tax optimization.
Build and maintain long-term relationships with clients, including high-net-worth clients, and stay informed about market trends and conditions.