Private Client Banker

KeyBank•Lebanon, IN

3d•$25 - $38•Onsite

About The Position

The Private Client Banker (PCB) is part of KeyBank’s Key Private Client Program and serves clients with up to $2 million in investable assets. The role focuses on the entire client relationship through a plan-based approach to financial advice. The PCB assesses clients’ financial needs, gathers and documents client information, recommends appropriate products and services, and refers clients to sales professionals in Retail, Key Investment Services, Private Bank, Mortgage, or Business Banking. The position supports clients’ financial wellness and helps them pursue their financial goals. The PCB develops client relationships, identifies opportunities to deepen existing relationships, and builds referral pipelines through prospecting and networking with internal and external centers of influence. The role also supports branch operations, including assisting with teller-line transactions as needed, and follows operational, risk, security, audit, and compliance procedures. Work includes 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 interaction skills and ability to build rapport quickly.
Experience influencing business partners and leveraging centers of influence, including partners in investment services, mortgage, and business banking.
Working knowledge of PCs, Microsoft 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 about Key’s digital platforms and capabilities.
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 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 and attentive with clients and teammates.
Identify financial wellness opportunities through client conversations and provide customized recommendations.
Deliver client solutions and refer clients for investment and insurance products.
Meet individual activity, behavior, and outcome goals and expectations.
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 in-depth knowledge of private client products and services, as well as competitive offerings.
Open personal and business accounts, including consumer checking, small business accounts, deposit products, home equity, unsecured lending, and certificates of deposit.
Build partnerships with branch teammates and line-of-business partners to acquire clients and deepen existing relationships.
Follow operational, risk, security, and audit procedures and policies, including documentation of 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.
Comply with KeyBank policies and procedures, act professionally and ethically, avoid conflicts of interest, and act in the best interests of clients and KeyBank.
Perform other duties as assigned; duties and responsibilities may change or be added.