Private Client Banker - Brewerton Road

KeyBank•North Syracuse, NY

3d•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 using a plan-based approach to financial advice. The role delivers and refers appropriate financial solutions to clients with up to $2 million in investable assets. The PCB assesses clients’ financial needs, gathers and documents information, and recommends suitable products and services to help clients build confidence in their financial wellness. The PCB identifies client needs and refers clients to the appropriate professionals in Retail, Key Investment Services, Private Bank, Mortgage, or Business Banking. The role also opens personal and business accounts, develops client and referral relationships, supports branch operations, and follows applicable operational, risk, security, audit, and compliance policies. The position is based in a branch and includes working Saturdays 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, including Word and Excel.
Working knowledge of digital technology, including mobile devices, apps, and web-based browsing, and ability to educate clients on Key’s digital platforms and capabilities.
FINRA License S6.
FINRA License S63.
FINRA Security Industry Essentials (SIE).
Life, Accident, and Health Insurance Licenses.
Knowledge of clients’ accounts and business with the bank, with sound judgment in client interactions and transactions.
Ability to attain sales and referral goals through appointments and quality conversations, using system-generated lead lists, walk-ins, and professional contacts.
Strong work ethic, high integrity, and excellent time-management skills.
Ability to routinely and frequently operate a motor vehicle with a valid driver's license.

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 with clients and teammates and understanding the impact of interactions on clients’ personal, professional, and financial well-being.
Listen for financial wellness opportunities, make customized recommendations, and refer clients for appropriate 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; prospect systematically and document 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.
Build partnerships with branch teammates and line-of-business partners through in-person meetings, focusing on client acquisition and deepening existing relationships.
Manage internal and external centers of influence and influence sales partners, including Key Investment Services, Mortgage, and Business Banking professionals.
Follow operational, risk, security, and audit procedures and policies, 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.
Perform other assigned duties and comply with KeyBank policies, professional conduct standards, ethical requirements, and clients’ best interests.
Provide advice on clients’ finances, including investment strategies, retirement planning, and tax optimization, and tailor recommendations to their financial situations and goals.
Develop and maintain client relationships, identify potential clients, and prospect and network to develop new relationships.
Stay current with market trends and analyze market conditions to inform financial advice.
Routinely and frequently operate a motor vehicle with a valid driver's license.