Private Client Advisor: Wealth & Growth Solutions

KeyBank; Lebanon (IN); On-site; USD 34,000 - 52,000; Full time

Job summary

KeyBank is seeking a Private Client Banker to manage and expand client relationships with a plan-based financial advisory approach. You will work with clients holding up to $2M in investable assets, assess needs, collect data, and offer appropriate products and services.

The role emphasizes relationship-building, cross-functional collaboration, and comprehensive financial wellness guidance, with responsibilities across banking, investments, and insurance referrals.

Qualifications

• High School Diploma, GED, or equivalent experience (required) or
• Bachelor's Degree (preferred)
• Equivalent experience accepted for the role

Responsibilities

• Embodies a strong client experience culture with clients and teammates.
• Listen for financial wellness opportunities and provide customized recommendations; refer investment/insurance products.
• Attain individual activity, behavior, and outcome goals.
• Builds a client referral pipeline via internal/external centers of influence.
• Develops knowledge of private client products/services and competitive offerings.
• Open personal and business accounts and related deposit products.
• Develop strong partnerships with branch teammates and partners to grow client base.
• Ensure compliance with operational/risk/audit procedures and document interactions.
• Support branch operations including teller transactions when needed.
• Participate in morning huddles and end-of-day debriefs.
• Occasional Saturday work as directed by management.
• Respect company policies and maintain professional conduct.

Education

High School Diploma

Bachelor's Degree (preferred)

Tools

MS Windows

MS Office (Word, Excel)

Job description

KeyBank is seeking a Private Client Banker to manage and expand client relationships with a plan-based financial advisory approach. You will work with clients holding up to $2M in investable assets, assess needs, collect data, and offer appropriate products and services.

The role emphasizes relationship-building, cross-functional collaboration, and comprehensive financial wellness guidance, with responsibilities across banking, investments, and insurance referrals.