Private Client Banker

KeyBank • Lakewood, CO

13h • Onsite

About The Position

The Private Client Banker (PCB) is part of KeyBank’s Key Private Client Program and focuses on the overall client relationship through plan-based financial advice. The role serves KeyBank clients with up to $2 million in investable assets, assesses financial needs, gathers and documents client information, and recommends appropriate products and services to support clients’ financial wellness. The PCB may refer clients to sales professionals in Retail, Key Investment Services, Private Bank, Mortgage, or Business Banking.

The role builds and maintains client relationships, develops referral sources, and works with branch teammates and other business partners to acquire clients and deepen existing relationships. It also supports branch operations, including teller transactions as needed, and follows operational, risk, security, audit, and other KeyBank policies. The work is based in a branch in Lakewood, Colorado, and includes Saturday work as directed by management.

Requirements

• High school diploma, GED, or equivalent experience required.
• 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, including Key Investment Services, Mortgage, and Business Banking sales professionals.
• Working knowledge of PCs and Microsoft Windows and Office products, including Word and Excel.
• Working knowledge of digital technology, including mobile devices, apps, and web-based 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.
• Strong work ethic and high level of integrity.
• Excellent time management skills.
• Ability to routinely and frequently operate a motor vehicle with a valid driver’s license.
• Ability to meet the physical demands of the role, including prolonged standing, frequent use of hands, face-to-face and telephone communication, occasional bending and lifting, frequent forward reaching, and lifting items weighing 1–10 pounds frequently and up to 30 pounds occasionally.

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 and identify financial wellness opportunities through client conversations.
• Assess client financial needs, gather and document client data, and provide tailored financial wellness recommendations.
• Refer clients to appropriate investment and insurance products and to relevant sales professionals across Retail, Key Investment Services, Private Bank, Mortgage, and Business Banking.
• 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.
• Develop and maintain knowledge of KeyBank private client products and services and competitive offerings.
• Open personal and business accounts and related products, including consumer checking, small business accounts, deposits, home equity, unsecured lending, and certificates of deposit.
• Develop partnerships with branch teammates and other lines of business through in-person meetings, focusing on client acquisition and deepening current relationships.
• Follow operational, risk, security, audit, documentation, and other KeyBank policies and procedures.
• Support branch operations, including helping 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 addressing clients’ finances, investment strategies, retirement planning, tax optimization, and financial risks.
• Identify and develop new client relationships through prospecting and networking, and maintain long-term relationships with clients.
• Stay current on market trends and analyze market conditions to inform financial advice.
• Operate a motor vehicle routinely and frequently as required.

Benefits

• The position is eligible for incentive compensation, which may include production, commission, and/or discretionary incentives.
• The job posting links to a list of benefits for which the position is eligible, but does not specify the benefits in the supplied text.

What This Job Offers

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