Private Client Banker

KeyBank•Centennial, CO

3d•$25 - $38•Onsite

About The Position

The Private Client Banker (PCB) is part of KeyBank’s Key Private Client Program and focuses on clients’ overall financial relationships through a plan-based approach to financial advice. The role serves KeyBank clients with up to $2 million in investable assets, assessing financial needs, collecting and documenting client information, and providing or referring appropriate financial solutions. The PCB helps clients pursue financial wellness and refers them to relevant professionals in Retail, Key Investment Services, Private Bank, Mortgage, or Business Banking. The position is based at a branch in Centennial, Colorado. It involves developing new and existing client relationships, providing personalized financial guidance, opening personal and business accounts, supporting branch operations, and complying with operational, risk, security, audit, and other KeyBank policies. The role requires working Saturdays as directed by management and routinely operating a motor vehicle with a valid driver's license.

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.
Experience influencing business partners and leveraging centers of influence, including Key Investment Services, Mortgage, and Business Banking professionals.
Working knowledge of PCs, Microsoft 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 KeyBank 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 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 during 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 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 line-of-business partners to acquire clients and deepen existing client relationships.
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 duties as assigned and comply with KeyBank policies, procedures, values, and Code of Conduct.