Private Client Advisor: Wealth & Relationship Growth

KeyCorp; Buffalo (NY); On-site; USD 34,000 - 52,000; Full time

Job summary

KeyCorp’s KeyBank Private Client Banker (PCB) role focuses on owning the client relationship with a plan-based approach to financial advice. You will manage relationships with clients up to $2M in investable assets and refer suitable financial solutions to the client base.

You will build trusted partnerships, document client data, and collaborate with Retail, Private Bank, Investment Services, Mortgage, and Business Banking professionals while adhering to risk and policy standards.

Qualifications

• Experience in developing current and new customer relationships.
• Foundational knowledge of sales techniques and client outreach.
• Comfortable interacting with small business clients and asking questions to help.

Responsibilities

• Embodies a strong client experience culture and builds a referral pipeline.
• Delivers client solutions through referrals to investment/insurance products.
• Maintains knowledge of private client products and services to inform conversations.
• Opening personal and business accounts and developing partnerships with branch teammates.

Skills

Sales skills

Financial advisory

Relationship building

Communication

Digital banking knowledge

Education

Bachelor's degree (preferred)

High School Diploma or GED (required)

Tools

MS Windows

MS Office

Job description

KeyCorp’s KeyBank Private Client Banker (PCB) role focuses on owning the client relationship with a plan-based approach to financial advice. You will manage relationships with clients up to $2M in investable assets and refer suitable financial solutions to the client base.

You will build trusted partnerships, document client data, and collaborate with Retail, Private Bank, Investment Services, Mortgage, and Business Banking professionals while adhering to risk and policy standards.