Private Client Advisor – Wealth & Relationships

KeyBank; Wexford (Allegheny County); On-site; USD 34,440 - 52,982; Full time

Benefits offered by this job

Incentive compensation

Diverse work environment

Job summary

KeyBank is seeking a Private Client Banker in Wexford, Pennsylvania, committed to providing personalized financial solutions to clients with up to $2M in investable assets. This role involves developing strong client relationships by assessing financial needs and delivering tailored advice.

The ideal candidate will possess strong sales skills, and a background in customer service, while holding a high school diploma or equivalent. This position also offers a competitive hourly rate between $25.00 and $38.46.

Qualifications

• High School Diploma, GED, or equivalent experience required.
• Experience in developing customer relationships and achieving sales goals.
• Ability to interact with small business clients effectively.

Responsibilities

• Deliver customized financial wellness recommendations to clients.
• Build client referral pipelines and maintain internal relationships.
• Ensure compliance with operational policies and procedures.

Skills

Interpersonal skills

Sales techniques

Financial advising

Networking

Time management

Education

High School Diploma or equivalent

Bachelor's Degree

Tools

MS Windows

Microsoft Office Products

Job description

KeyBank is seeking a Private Client Banker in Wexford, Pennsylvania, committed to providing personalized financial solutions to clients with up to $2M in investable assets. This role involves developing strong client relationships by assessing financial needs and delivering tailored advice.

The ideal candidate will possess strong sales skills, and a background in customer service, while holding a high school diploma or equivalent. This position also offers a competitive hourly rate between $25.00 and $38.46.