Private Client Banker - Lansingburgh

KeyBank•Troy, NY

26d•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 clients with up to $2 million in investable assets, assessing their financial needs, gathering and documenting client data, and recommending or referring appropriate financial products and services. The PCB helps clients build confidence in their financial wellness and may connect them with professionals in Retail, Key Investment Services, Private Bank, Mortgage, or Business Banking. The position involves building and maintaining client relationships, developing new business through prospecting and referrals, opening personal and business accounts, and supporting branch operations. It requires compliance with operational, risk, security, and audit policies. The role is based in a branch in Troy, New York, and includes working Saturdays as directed by management. Compensation is an hourly base rate of $25.00–$38.46, with potential incentive compensation including production, commission, and/or discretionary incentives.

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.
Strong interpersonal skills and ability to build rapport quickly.
Demonstrated experience influencing business partners and leveraging centers of influence, including partners such as Key Investment Services, Mortgage, and Business Banking sales professionals.
Working knowledge of PCs, Microsoft Windows, and Office products including Word and Excel.
Working knowledge of digital technology, including mobile devices, apps, and web-based browsing, and ability to educate clients about Key’s digital platforms and capabilities.
FINRA License S6.
FINRA License S63.
FINRA Security Industry Essentials (SIE).
Life, Accident, and Health Insurance licenses.
Ability to use sound judgment with clients and transactions and knowledge of client accounts and their business with the bank.
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, integrity, and 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 in client conversations and provide 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 and document calling efforts.
Maintain in-depth 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.
Develop partnerships with branch teammates and business-line 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 and procedures.
Provide clients with advice related to financial management, investment strategies, retirement planning, and tax optimization.
Assess clients’ overall financial situations and recommend tailored approaches to support their financial goals and wellness.
Develop and maintain relationships with high-net-worth clients and identify prospective clients through networking and prospecting.
Stay informed about market trends and conditions to provide informed financial advice.
Routinely and frequently operate a motor vehicle with a valid driver’s license.