Private Client Banker: High-Asset Wealth Advisor

KeyCorp; Criders Corners (PA); On-site; USD 34,000 - 52,000; Full time

Job summary

KeyCorp is seeking a Private Client Banker to manage the client relationship with a plan-based approach to financial advice. You will deliver and refer appropriate financial solutions to clients with up to $2M in investable assets, building a referral network and deepening relationships across KeyBank divisions.

You will open accounts, provide financial wellness guidance, stay current on products, and collaborate with partners while maintaining compliance and a customer-first mindset.

Qualifications

• Experience developing current and new customer relationships, achieving sales goals and building referral sources in insurance and investment products.
• Foundational knowledge of sales and service techniques with clients, including tele-consulting, outside calling, prospecting and networking.
• Comfortable interacting with small business clients, overcoming objection, and asking fact-finding questions with the goal of being helpful.

Responsibilities

• Listen for clues for financial wellness opportunities during client conversations and provide effective, customized financial wellness recommendations.
• Develops and maintains an in-depth knowledge of private client products and services, as well as competitive products to ensure meaningful financial conversations.
• Open personal and business accounts and develop partnerships with branch teammates and line of business partners to acquire and deepen client relationships.
• Ensure compliance with operational, risk, security and audit procedures and policies.

Skills

FINRA S6

FINRA S63

FINRA SIE

Life Insurance

Health Insurance

Sales skills

Communication

MS Windows

MS Office

Excel

Word

Education

High School Diploma or GED or equivalent

Bachelor's Degree (preferred)

Tools

MS Windows

MS Office

Word

Excel

Job description

KeyCorp is seeking a Private Client Banker to manage the client relationship with a plan-based approach to financial advice. You will deliver and refer appropriate financial solutions to clients with up to $2M in investable assets, building a referral network and deepening relationships across KeyBank divisions.

You will open accounts, provide financial wellness guidance, stay current on products, and collaborate with partners while maintaining compliance and a customer-first mindset.