Private Client Banker - Financial Wellness Advisor

KeyBank; Milton (VT); On-site; USD 34,440 - 52,982; Full time

Benefits offered by this job

Incentive compensation

Health benefits

Retirement plans

Job summary

A leading financial services company is seeking a Private Client Banker in Milton, Vermont. This role involves providing tailored financial solutions to clients with up to $2M in investable assets. The ideal candidate will have a strong background in client relationship management and sales within the financial sector, along with the necessary FINRA licenses. Responsibilities include opening accounts, developing client portfolios, and ensuring compliance with banking regulations. Competitive compensation with an hourly rate of $25.00 - $38.46 is offered.

Qualifications

• Experience managing customer relationships and achieving sales goals.
• Knowledge of financial products and services.
• Required FINRA licenses upon hire.

Responsibilities

• Deliver financial solutions tailored to client needs.
• Develop and maintain client relationships.
• Ensure compliance with banking regulations.

Skills

Client relationship management

Sales techniques

Financial wellness advisory

Time management

Interpersonal skills

Education

High School Diploma or equivalent

Bachelor's Degree

Tools

Microsoft Office Suite

Job description

A leading financial services company is seeking a Private Client Banker in Milton, Vermont. This role involves providing tailored financial solutions to clients with up to $2M in investable assets. The ideal candidate will have a strong background in client relationship management and sales within the financial sector, along with the necessary FINRA licenses. Responsibilities include opening accounts, developing client portfolios, and ensuring compliance with banking regulations. Competitive compensation with an hourly rate of $25.00 - $38.46 is offered.