Private Client Banker

KeyBank • Greenwood Village, CO

1d • 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 clients with up to $2 million in investable assets, helping new and existing clients build confidence in their financial wellness by assessing needs, gathering and documenting client information, and offering appropriate financial products and services.

The PCB identifies solutions and makes referrals to sales professionals in Retail, Key Investment Services, Private Bank, Mortgage, and Business Banking. The role also opens personal and business accounts, develops client and partner relationships, supports branch operations, and follows operational, risk, security, audit, and compliance procedures. The position is based in a branch and may require Saturday work 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 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 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-based 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.
• Ability to routinely and frequently operate a motor vehicle with a valid driver’s license.
• Ability to meet the physical demands of prolonged standing, frequent hand use and forward 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 attentive with clients and teammates.
• Identify financial wellness opportunities in client conversations and make customized recommendations.
• Deliver client solutions by referring investment and insurance products to appropriate 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 in a disciplined manner and document calling efforts.
• Maintain in-depth knowledge of private client products, services, and competing offerings.
• Open personal and business accounts and offer appropriate deposit and lending products.
• Develop 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, 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 financial guidance related to investment strategies, retirement planning, tax optimization, financial planning, and clients’ overall financial wellness.
• Build and maintain relationships with clients, including high-net-worth clients, and identify new client relationships through prospecting and networking.
• Stay informed about market trends and conditions to provide informed financial advice.
• Perform other assigned duties and comply with KeyBank policies and its Code of Conduct.

Benefits

• The position is eligible for benefits; the job posting refers applicants to a separate benefits list.

What This Job Offers

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