Private Client Advisor

keybank

Pennsylvania

On-site

USD 52,000 - 80,000

Full time

14 days+

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Job summary

KeyBank is seeking a Private Client Banker to manage client relationships and provide plan-based financial advice to clients with up to $2M in investable assets. You will identify needs, gather client data, and refer suitable investment, insurance, mortgage, and business banking solutions.

The role emphasizes building a strong client experience, collaboration with internal partners, and adherence to risk and compliance standards.

Qualifications

Experience in 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 with clients, including tele-consulting, outside calling, prospecting and networking.
Interpersonal interaction skills and an ability to build rapport in matter of minutes is vital.
Demonstrated experience with influencing business partners and leveraging centers of influence, as this role will require significant influence of partners such as Key Investment Services, Mortgage and Business Banking sales professionals.
Working knowledge of PCs (MS Windows and Office Products including Word, Excel, etc.).
Working knowledge of digital technology (mobile, apps, web-based browsing) and ability to educate clients on digital platforms and capabilities within Key (required)

Responsibilities

Embodies a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their day, personally, professionally, and financially.
Listen for clues for financial wellness opportunities during client conversations and provide effective and customized financial wellness recommendations to clients; Delivers on client solutions through referring of investment and insurance products.
Consistently attains individual activity, behavior, and outcome goals and expectations.
Builds a client referral pipeline via identification and development of internal and external centers of influence; Employs a disciplined approach to prospecting; documents calling efforts.
Develops and maintains an in-depth knowledge of private client products and services, as well as knowledge of competitive products and services to ensure meaningful in-depth financial wellness conversations with clients.
Opening personal and business accounts (consumer checking, small business, various deposit products, home equity, unsecured lending, certificates of deposit, etc.).
Developing strong partnerships with branch teammates and line of business partners through in-person meetings– focusing on client acquisition and deepening the relationship of current clients; effectively managing internal and external centers of influence.
Ensuring compliance with operational, risk, security and audit procedures and policies including appropriate documentation of client interactions.
Support of 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 on Saturdays as directed by management.
Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key.