Private Client Banker — Financial Wellness Advisor

KeyBank; Glastonbury (CT); On-site; USD 34,000 - 52,000; Full time

Job summary

KeyBank is seeking a Private Client Banker to serve clients in Glastonbury, CT, managing relationships with up to $2M in investable assets and delivering plan-based financial advice. You will identify wellness opportunities and refer to appropriate sales professionals within Retail, Private Bank, Mortgage, or Business Banking.

The role emphasizes building a referral pipeline, opening accounts, ensuring compliance, and collaborating with branch partners to deepen client relationships.

Qualifications

• High School Diploma, GED or equivalent experience required.
• Bachelor's Degree preferred.
• Experience developing client relationships and achieving sales goals.

Responsibilities

• Builds a client referral pipeline and documents calling efforts.
• Delivers customized financial wellness recommendations and refers products as needed.
• Opens personal and small business accounts and maintains client relationships.
• Ensures compliance with policies and properly documents client interactions.
• Supports branch operations and collaborates with partners to grow relationships.

Skills

Client relationship management

Sales growth

Financial wellness

Prospecting

Cross-functional collaboration

Financial advisory

Compliance

Digital literacy

Education

High School Diploma, GED, or equivalent experience

Bachelor's Degree (preferred)

OR equivalent experience

Job description

KeyBank is seeking a Private Client Banker to serve clients in Glastonbury, CT, managing relationships with up to $2M in investable assets and delivering plan-based financial advice. You will identify wellness opportunities and refer to appropriate sales professionals within Retail, Private Bank, Mortgage, or Business Banking.

The role emphasizes building a referral pipeline, opening accounts, ensuring compliance, and collaborating with branch partners to deepen client relationships.