Private Client Banker

KeyBank • Lebanon, IN

2d • Onsite

About The Position

The Private Client Banker (PCB) is part of KeyBank’s Key Private Client Program and focuses on the client relationship using a plan-based approach to financial advice. The role delivers and refers financial solutions to clients with up to $2 million in investable assets. The PCB helps new and existing clients build financial wellness by assessing needs, gathering and documenting client information, and recommending appropriate products and services.

The position develops and deepens client relationships, identifies and refers clients to sales professionals in Retail, Key Investment Services, Private Bank, Mortgage, and Business Banking, and supports branch operations as needed. It requires maintaining knowledge of private client and competitive offerings, meeting individual activity and outcome goals, and following operational, risk, security, audit, and documentation procedures. The role is branch-based in Lebanon, Indiana, 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 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 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.
• Sound judgment with client accounts and transactions.
• Ability to attain sales and referral goals through appointments and quality conversations, using 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.
• Ability to meet the physical demands of prolonged standing, frequent hand use and forward reaching, occasional bending and lifting, and 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 with clients and teammates.
• Identify financial wellness opportunities in client conversations and provide customized recommendations.
• Deliver client solutions by referring investment and insurance products to appropriate professionals.
• Meet individual activity, behavior, and outcome goals.
• Build a client referral pipeline by identifying and developing internal and external centers of influence.
• Prospect in a disciplined manner and document calling efforts.
• Maintain in-depth knowledge of private client and competitive products and services.
• Open personal and business accounts and related products, including checking, deposit products, home equity, unsecured lending, and certificates of deposit.
• Build partnerships with branch teammates and other lines of business through in-person meetings focused on client acquisition and relationship growth.
• Follow operational, risk, security, audit, and documentation policies and procedures.
• Assist 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 on topics such as investment strategies, retirement planning, and tax optimization.
• Assess clients’ financial situations and recommend tailored advice to support their financial goals and wellness.
• Identify, develop, and maintain client relationships through prospecting, networking, and personalized service.
• Stay current with market trends and analyze market conditions to inform financial advice.
• Perform other assigned duties and comply with KeyBank policies and its Code of Conduct.

Benefits

• The position is eligible for benefits; specific benefits are not listed in the posting.
• Incentive compensation may include production, commission, and/or discretionary incentives.

What This Job Offers

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