Private Client Banker - Queensbury
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 to financial advice. The role serves KeyBank clients with up to $2 million in investable assets, assessing financial needs, gathering and documenting client information, and offering or referring appropriate financial solutions and services. The PCB helps new and existing clients build confidence in their financial wellness and refers clients to sales professionals in Retail, Key Investment Services, Private Bank, Mortgage, or Business Banking as appropriate. The position is based in a branch and supports branch operations, including assisting with teller-line transactions as needed. The banker builds relationships with clients and internal and external referral partners, develops new business through prospecting and networking, and provides personalized advice and service. The role requires compliance with operational, risk, security, audit, and other KeyBank policies and procedures. Work on Saturdays may be 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.
- 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 such as 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 Series 6 license.
- FINRA Series 63 license.
- FINRA Securities Industry Essentials (SIE) qualification.
- Life, Accident, and Health Insurance licenses.
- Valid driver’s license and ability to routinely and frequently operate a motor vehicle.
- Strong work ethic and high integrity.
- Excellent time-management skills.
- Ability to use sound judgment with clients and transactions, and knowledge of clients’ accounts and 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.
- Ability to comply with Key’s values and Code of Conduct.
Nice To Haves
- Bachelor’s degree.
- Comfort interacting with small business clients, overcoming objections, and asking fact-finding questions to be helpful.
Responsibilities
- Provide a strong client experience and be present with clients and teammates.
- Identify financial wellness opportunities in client conversations and provide customized recommendations, including referrals for investment and insurance products.
- Meet individual activity, behavior, and outcome goals.
- Build a client referral pipeline by developing internal and external centers of influence, prospecting, and documenting calling efforts.
- Maintain in-depth knowledge of private client products and services and relevant competitive offerings.
- Open personal and business accounts and provide deposit, home equity, unsecured lending, and certificate of deposit products and services.
- Build partnerships with branch teammates and line-of-business partners to acquire clients and deepen existing relationships.
- Follow operational, risk, security, audit, documentation, and other applicable 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.
- Perform other duties as assigned, which may change or be added.
- Provide clients with financial guidance, including investment strategies, retirement planning, and tax optimization.
- Evaluate clients’ financial situations and provide tailored planning and advice to support financial wellness.
- Identify and develop new client relationships through prospecting and networking, and maintain relationships with high-net-worth clients.
- Stay current with market trends and analyze market conditions to inform financial advice.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
