Private Client Banker: Elevate Wealth for Premium Clients

KeyCorp; Lansdale (Montgomery County); On-site; USD 52,000 - 80,000; Full time

Job summary

KeyCorp's Lansdale branch is seeking a Private Client Banker to manage client relationships with a plan-based financial approach. You will identify financial wellness opportunities, refer suitable investment and insurance products, and help clients with both personal and small business banking needs.

The role emphasizes building trust, maintaining relationships, and collaborating with sales partners to deliver tailored financial solutions while adhering to compliance standards.

Qualifications

• Bachelor's degree preferred or equivalent experience; high school diploma or GED required.
• Experience in developing customer relationships and achieving sales goals in insurance/investment products (required).
• Foundational sales/service techniques: tele-consulting, outside calling, prospecting and networking (required).
• Strong interpersonal skills; ability to build rapport quickly (required).
• Ability to influence partners across services (required).
• Proficiency with PCs and digital platforms to educate clients (required).

Responsibilities

• Embodies a strong client experience culture with clients and teammates.
• Listen for financial wellness opportunities and provide customized recommendations.
• Refer investment and insurance products to clients.
• Maintain a client referral pipeline via internal/external centers of influence.
• Prospect and document calling efforts.
• Develop knowledge of private client products/services and competitors.
• Open personal and business accounts and deposit products.
• Partner with branch teammates and business lines to deepen relationships.
• Ensure compliance with risk, security, and audit procedures.

Skills

Client relationships

Sales goals

Financial advice

Time management

Digital platforms

Education

Bachelor's degree (preferred)

High School Diploma or GED (required)

Equivalent experience (required)

Tools

MS Windows

MS Office

Job description

KeyCorp's Lansdale branch is seeking a Private Client Banker to manage client relationships with a plan-based financial approach. You will identify financial wellness opportunities, refer suitable investment and insurance products, and help clients with both personal and small business banking needs.

The role emphasizes building trust, maintaining relationships, and collaborating with sales partners to deliver tailored financial solutions while adhering to compliance standards.