Private Client Advisor

KeyBank; Pittsburgh (Allegheny County); Sur place; USD 34 440 - 52 982; Plein temps

Avantages offerts par ce poste

Incentive compensation

Comprehensive benefits package

Résumé du poste

KeyBank is seeking a Private Client Banker in Pittsburgh to deliver tailored financial advice and solutions to clients with significant investable assets. You will focus on building relationships, assessing financial needs, and offering appropriate banking products. The role involves supporting the client experience, meeting sales goals, and working collaboratively with a team.

A High School Diploma or Bachelor’s Degree is required along with experience in customer relations. The position offers a range of $25.00 to $38.46 per hour, plus incentives.

Qualifications

• Develop customer relationships and achieve sales goals.
• Interact comfortably with small business clients.
• Demonstrated experience in influencing business partners.

Responsabilités

• Deliver appropriate financial solutions to clients.
• Open personal and business accounts.
• Ensure compliance with operational policies.

Connaissances

Client relationship building

Sales goal attainment

Financial wellness recommendations

Time management

Formation

High School Diploma or equivalent

Bachelor's Degree

Outils

MS Windows and Office Products

Digital technology

Description du poste

KeyBank is seeking a Private Client Banker in Pittsburgh to deliver tailored financial advice and solutions to clients with significant investable assets. You will focus on building relationships, assessing financial needs, and offering appropriate banking products. The role involves supporting the client experience, meeting sales goals, and working collaboratively with a team.

A High School Diploma or Bachelor’s Degree is required along with experience in customer relations. The position offers a range of $25.00 to $38.46 per hour, plus incentives.