Private Client Banker

KeyBank•Greenwood Village, CO

1d•$25 - $38•Onsite

About The Position

The Private Client Banker (PCB) is part of KeyBank’s Key Private Client Program and focuses on clients’ full banking relationship using a plan-based approach to financial advice. The role serves KeyBank clients with up to $2 million in investable assets, assesses their financial needs, gathers and documents client information, and recommends or refers appropriate financial products and services to support financial wellness. The PCB may connect clients with professionals in Retail, Key Investment Services, Private Bank, Mortgage, or Business Banking. The position develops new and existing client relationships, builds referral sources, and provides personalized financial guidance. It also supports branch operations, including assisting with teller transactions as needed, and follows all operational, risk, security, audit, and compliance policies. The role is based in a branch and requires Saturday work as directed by management.

Requirements

High school diploma, GED, or equivalent experience required; a bachelor’s degree is preferred.
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.
Strong interpersonal skills and ability to build rapport quickly.
Experience influencing business partners and leveraging centers of influence, including investment, 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 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.
Ability to routinely and frequently operate a motor vehicle and hold a valid driver’s license.
Ability to meet the physical demands described, including prolonged standing, frequent use of hands, occasional bending and lifting, and frequent forward reaching.

Nice To Haves

Comfort interacting with small business clients, overcoming objections, and asking fact-finding questions to help clients.
Bachelor’s degree.

Responsibilities

Provide a strong client experience and customized financial wellness recommendations through client conversations.
Refer clients to appropriate investment and insurance products and to sales professionals in relevant lines of business.
Meet individual activity, behavior, sales, referral, and outcome goals.
Build a client referral pipeline by identifying and developing internal and external centers of influence; prospect and document calling efforts.
Maintain knowledge of private client products and services and competitive offerings.
Open personal and business accounts and other deposit and lending products, including consumer checking, small business accounts, home equity, unsecured lending, and certificates of deposit.
Build partnerships with branch teammates and line-of-business partners through in-person meetings to acquire clients and deepen current relationships.
Follow operational, risk, security, audit, and compliance procedures, 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.
Provide financial guidance on areas such as investment strategies, retirement planning, and tax optimization, tailored to clients’ financial situations and goals.
Develop and maintain relationships with clients, including high-net-worth clients, through prospecting, networking, and personalized service.
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.