Licensed Private Client Advisor

KeyBank; North East (Erie County); On-site; USD 34,440 - 52,982; Full time

Benefits offered by this job

Incentive compensation including commissions

Comprehensive benefits package

Job summary

KeyBank is looking for a Private Client Banker in North East, Pennsylvania. In this role, you will serve as a problem solver and trusted advisor, focusing on financial wellness for clients with significant investable assets. Key responsibilities include building and maintaining client relationships, achieving sales goals, and ensuring compliance with bank policies.

The ideal candidate will have strong communication skills, a sales-oriented mindset, and the ability to provide customized financial solutions. KeyBank values teamwork and a commitment to client success.

Qualifications

• Required: High School Diploma; preferred: Bachelor's Degree.
• Experience in developing customer relationships and achieving sales goals.
• Knowledge of financial products and services required.

Responsibilities

• Deliver and refer financial solutions to clients with up to $2M in investable assets.
• Build a client referral pipeline and document calling efforts.
• Ensure compliance with operational and audit policies.

Skills

Client relationship development

Sales goals achievement

Financial planning

Excellent communication skills

Proficient in digital technology

Education

High School Diploma or equivalent

Bachelor's Degree

Tools

MS Office Products

Mobile applications

Job description

KeyBank is looking for a Private Client Banker in North East, Pennsylvania. In this role, you will serve as a problem solver and trusted advisor, focusing on financial wellness for clients with significant investable assets. Key responsibilities include building and maintaining client relationships, achieving sales goals, and ensuring compliance with bank policies.

The ideal candidate will have strong communication skills, a sales-oriented mindset, and the ability to provide customized financial solutions. KeyBank values teamwork and a commitment to client success.