Private Client Advisor for Wealth & Financial Wellness

KeyCorp; American Fork (UT); On-site; USD 34,440 - 52,982; Full time

Benefits offered by this job

Incentive compensation

Comprehensive benefits package

Job summary

KeyCorp is looking for a Private Client Banker in American Fork, UT. This full-time role involves building client relationships and providing financial advice tailored to clients' needs. The position requires a High School Diploma or GED, with a preference for a Bachelor's Degree. Duties include opening accounts and offering financial solutions to clients with investable assets. Competitive compensation is offered, alongside opportunities for client referrals and partnership building.

Qualifications

• Experience in developing customer relationships and achieving sales goals.
• Foundational knowledge of sales and service techniques.
• Interpersonal interaction skills vital for building rapport.

Responsibilities

• Be a trusted advisor for clients, focusing on their financial wellness.
• Open personal and business accounts and offer suitable products.
• Develop partnerships with branch teammates and line of business partners.

Skills

Sales techniques

Client relationship management

Financial advising

Interpersonal skills

Education

High School Diploma or GED

Bachelor's Degree

Tools

MS Windows and Office Products

Digital platforms education

Job description

KeyCorp is looking for a Private Client Banker in American Fork, UT. This full-time role involves building client relationships and providing financial advice tailored to clients' needs. The position requires a High School Diploma or GED, with a preference for a Bachelor's Degree. Duties include opening accounts and offering financial solutions to clients with investable assets. Competitive compensation is offered, alongside opportunities for client referrals and partnership building.