Private Client Banker - Hire Ahead

KeyBank•Mentor, OH

1d•Onsite

About The Position

The Private Client Banker (PCB) is part of KeyBank’s Key Private Client Program and focuses on the full client relationship through a plan-based approach to financial advice. The role delivers and refers financial solutions to clients with up to $2 million in investable assets, helping new and existing clients build confidence in their financial wellness by assessing their needs, documenting relevant information, and offering appropriate products and services. The PCB develops client relationships, identifies financial needs and opportunities, and refers clients to the appropriate professionals in Retail, Key Investment Services, Private Bank, Mortgage, or Business Banking. The position also supports branch operations, follows required risk and compliance procedures, and works Saturdays as directed by management. This is a branch-based position in Mentor, Ohio.

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.
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 the ability to educate clients on Key’s digital platforms.
FINRA License S6.
FINRA License S63.
FINRA Securities Industry Essentials (SIE).
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 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 during 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 using a disciplined approach and document calling efforts.
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.
Build partnerships with branch teammates and other business partners to acquire clients and deepen existing relationships.
Follow operational, risk, security, audit, and documentation procedures.
Support branch operations, including assisting clients with Teller-line transactions 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.