Private Client Banker: Relationship & Wealth Advisory

KeyBank; Mentor (OH); On-site; USD 52,000 - 80,000; Full time

Job summary

KeyBank is seeking a Private Client Banker to oversee client relationships with a plan-based approach to financial advice. The PCB will serve clients with up to $2M in investable assets and refer suitable solutions to appropriate sales professionals within Retail, Key Investment Services, Private Bank, Mortgage or Business Banking.

The role emphasizes developing deep client trust, providing tailored financial wellness guidance, and collaborating with internal partners to grow and protect client

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.
• Interpersonal interaction skills and an ability to build rapport quickly.

Responsibilities

• Embodies a strong client experience culture and builds a referral pipeline with internal and external centers of influence.
• Develops and maintains knowledge of private client products and services and ensures meaningful financial wellness conversations.
• Opening personal and business accounts and developing partnerships with branch teammates and lines of business.
• Ensures compliance with operational, risk, security and audit procedures and policies.

Education

High School Diploma, GED, or equivalent experience

Bachelor's Degree (preferred)

Job description

KeyBank is seeking a Private Client Banker to oversee client relationships with a plan-based approach to financial advice. The PCB will serve clients with up to $2M in investable assets and refer suitable solutions to appropriate sales professionals within Retail, Key Investment Services, Private Bank, Mortgage or Business Banking.

The role emphasizes developing deep client trust, providing tailored financial wellness guidance, and collaborating with internal partners to grow and protect client