Private Client Banker

KeyBank • Centennial, CO

2d • 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 through 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 client information, and recommends suitable products and services to support financial wellness.

The PCB identifies client needs and connects clients with sales professionals in Retail, Key Investment Services, Private Bank, Mortgage, or Business Banking. The position also develops new client relationships, deepens existing ones, supports branch operations, and ensures compliance with operational, risk, security, and audit requirements.

Requirements

• High school diploma, GED, or equivalent experience.
• Experience developing current and new customer relationships, achieving sales goals, and building referral sources for 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 such as Word and Excel.
• Working knowledge of digital technology, including mobile devices, apps, and web browsing, and ability to educate clients on 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 with a valid driver's license.
• Ability to meet the role’s physical demands, including prolonged standing, frequent hand use and forward reaching, occasional bending and lifting, frequent lifting of 1–10 pounds, and occasional lifting of up to 30 pounds.

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 in client conversations and make customized recommendations.
• Refer clients to investment and insurance products and other appropriate financial solutions.
• Meet individual activity, behavior, and outcome goals.
• 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 knowledge of private client and competitive products and services.
• Open personal and business accounts, including checking, deposit products, home equity, unsecured lending, and certificates of deposit.
• Partner with branch teammates and other business lines to acquire clients and deepen existing relationships.
• Follow operational, risk, security, and audit procedures and document client interactions appropriately.
• Support branch operations, including assisting clients with teller transactions 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.

Benefits

• Incentive compensation, which may include production, commission, and/or discretionary incentives.
• Eligible for a company benefits package; specific benefits are not listed in the posting.

What This Job Offers

• Job Type: Full-time
• Education Level: High school or GED