Private Client Advisor: Wealth Strategy & Service

KeyBank; Mentor (OH); On-site; USD 34,000 - 52,000; Full time

Job summary

KeyBank’s Private Client Banker (PCB) helps clients in Mentor, Ohio with plan-based financial guidance, building lasting relationships and delivering holistic financial wellness. The PCB gathers client data, identifies needs, and refers suitable solutions for assets up to $2M, coordinating with sales and advisory teams to serve clients comprehensively.

The role emphasizes ethical service, compliance, and collaboration with Retail, Private Bank, Mortgage, and Business Banking teams to deepen

Qualifications

• Strong client relationship and sales skills, with focus on financial wellness guidance.
• Ability to gather client data and tailor financial solutions.
• Ability to collaborate with internal partners (Retail, Private Bank, Mortgage, Business Banking).
• Proven ability to meet sales goals and build referral networks.

Responsibilities

• Provide customized financial wellness recommendations during client conversations.
• Open personal and business accounts and assist with client transactions as needed.
• Develop product knowledge and stay informed about private client offerings.

Skills

Client relationships

Financial wellness

Sales & referrals

Communication

Education

High School Diploma / GED

Tools

MS Windows

Office (Word, Excel)

Job description

KeyBank’s Private Client Banker (PCB) helps clients in Mentor, Ohio with plan-based financial guidance, building lasting relationships and delivering holistic financial wellness. The PCB gathers client data, identifies needs, and refers suitable solutions for assets up to $2M, coordinating with sales and advisory teams to serve clients comprehensively.

The role emphasizes ethical service, compliance, and collaboration with Retail, Private Bank, Mortgage, and Business Banking teams to deepen