Private Client Banker - Hamburg (Camp Rd)
About The Position
The Private Client Banker (PCB) is part of KeyBank’s Key Private Client Program and focuses on the full client relationship using a plan-based approach to financial advice. The role serves KeyBank 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 recommending appropriate products and services. The PCB identifies solutions and refers clients to sales professionals in Retail, Key Investment Services, Private Bank, Mortgage, or Business Banking. The role also supports branch operations, including assisting with client transactions on the Teller line as needed. It is based in a branch in Hamburg, New York, and requires Saturday work as directed by management. The position is eligible for a base hourly rate of $25.00–$38.46, with additional incentive compensation that may include 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.
- 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, including Word and Excel.
- Working knowledge of digital technology, including mobile devices, apps, and web browsing, and ability to educate clients on KeyBank digital platforms.
- FINRA License S6.
- FINRA License S63.
- FINRA Security Industry Essentials (SIE).
- Life, Accident, and Health Insurance Licenses.
- Ability to routinely and frequently operate a motor vehicle with a valid driver’s license.
- Strong work ethic, high integrity, and excellent time-management skills.
Nice To Haves
- Bachelor’s degree.
- Comfort interacting with small business clients, overcoming objections, and asking fact-finding questions.
Responsibilities
- Deliver a strong client experience by being present with clients and teammates.
- Listen for financial wellness opportunities and provide customized recommendations, referring clients to investment and insurance products as appropriate.
- 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 consumer checking, small business, deposit products, home equity, unsecured lending, and certificates of deposit.
- Partner with branch teammates and other lines of business to acquire clients and deepen existing relationships.
- Follow operational, risk, security, and audit policies and procedures, including documenting 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.
- Perform other duties as assigned and comply with KeyBank policies and procedures.
Benefits
- Incentive compensation, which may include production, commission, and/or discretionary incentives.
- The position is eligible for benefits; specific benefits are not listed in the posting.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
