Private Client Banker - Brewerton Road
About The Position
The Private Client Banker (PCB) is part of KeyBank’s Key Private Client Program and focuses on clients’ entire financial relationship through a plan-based approach. The role provides and refers appropriate financial solutions to KeyBank clients with up to $2 million in investable assets. The PCB assesses clients’ financial needs, gathers and documents client information, and offers products and services intended to support their financial wellness. The position identifies solutions and refers clients to sales professionals in Retail, Key Investment Services, Private Bank, Mortgage, or Business Banking. The PCB develops and maintains client relationships, prospects for new business, supports branch operations, and works with branch teammates and business partners to deepen existing relationships and acquire new clients. The role is based at a KeyBank branch and may include assisting clients with teller transactions. Saturday work is required 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 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.
- Working knowledge of PCs, MS Windows, and Microsoft Office products such as Word and Excel.
- Working knowledge of digital technology, including mobile devices, apps, and web browsing, and ability to educate clients on KeyBank 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 stated physical demands, including prolonged standing, frequent hand use and forward reaching, and occasional bending and lifting.
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, including referrals for investment and insurance products.
- Meet individual activity, behavior, and outcome goals.
- Build a client referral pipeline by identifying and developing internal and external centers of influence, prospecting, and documenting calling efforts.
- Maintain in-depth knowledge of private client and competitive products and services.
- Open personal and business accounts, including checking, deposit, home equity, unsecured lending, and certificate of deposit products.
- Build partnerships with branch teammates and line-of-business partners to acquire clients and deepen existing relationships.
- Follow operational, risk, security, audit, and documentation policies and procedures.
- 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 clients with advice on managing finances, including investment strategies, retirement planning, and tax optimization.
- Assess clients’ financial situations and provide tailored advice to support their financial goals and financial wellness.
- Prospect and network to identify and develop new client relationships, and provide personalized service to high-net-worth clients.
- Stay informed about market trends and analyze market conditions to provide informed financial advice.
- Perform other assigned duties and comply with KeyBank policies, procedures, values, and Code of Conduct.
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What This Job Offers
Job Type
Full-time
Education Level
High school or GED
