Private Client Banker: Personal Wealth Advisor

KeyBank; Auburn (ME); On-site; USD 34,000 - 52,000; Full time

Job summary

KeyCorp in Auburn, Maine is seeking a Private Client Banker to manage client relationships with a plan-based approach to financial advice. You will deliver tailored financial wellness solutions to clients with investable assets up to $2M, open accounts, and coordinate with Retail, Private Bank, and Investment Services teams.

The PCB will build a robust client referral network, maintain deep product knowledge, and comply with policies while supporting branch operations.

Qualifications

• High School Diploma, GED or equivalent experience (required) or Bachelor's Degree (preferred)
• Experience in developing current and new customer relationships and achieving sales goals
• Knowledge of software and digital platforms used in banking and financial services
• Strong communication, networking, and relationship-building skills with clients and partners

Responsibilities

• Develops and maintains deep client relationships and a referral pipeline
• Delivers financial wellness recommendations and refers investment/insurance products
• Ensures compliance with operational, risk, security and audit procedures
• Opens and services client accounts and collaborates with branch teammates and partners

Skills

Client relationships

Sales goals

Referral networks

Prospecting

Microsoft Office

Digital platforms

Financial wellness

Education

High School Diploma or GED

Bachelor's degree (preferred)

Tools

MS Windows

Microsoft Office

Excel

Word

Job description

KeyCorp in Auburn, Maine is seeking a Private Client Banker to manage client relationships with a plan-based approach to financial advice. You will deliver tailored financial wellness solutions to clients with investable assets up to $2M, open accounts, and coordinate with Retail, Private Bank, and Investment Services teams.

The PCB will build a robust client referral network, maintain deep product knowledge, and comply with policies while supporting branch operations.