Private Client Banker - Trusted Wealth Advisor

KeyCorp; Colorado Springs (CO); On-site; USD 34,000 - 52,000; Full time

Job summary

KeyCorp in Colorado Springs is seeking a Private Client Banker to manage client relationships with a plan-based approach to financial advice. The PCB delivers financial solutions to clients with up to $2M in investable assets, building trust and guiding clients toward financial wellness through referrals to specialists.

The role emphasizes strong client experience, collaboration with branch teammates, and compliance with procedures.

Qualifications

• Develop current and new customer relationships, achieving sales goals.
• Foundational knowledge of sales and service techniques with clients.
• Strong ability to influence business partners and leverage centers of influence.

Responsibilities

• Provide financial wellness recommendations to clients and refer appropriate products.
• Refer investment and insurance products to the appropriate sales professionals.
• Build and maintain a client referral pipeline and follow up on opportunities.
• Ensure compliance with policies and proper documentation of client interactions.
• Assist with branch operations and client transactions as needed.

Skills

Client relationships

Sales & referrals

Interpersonal skills

Digital platforms

Financial planning advice

Education

High School Diploma or GED

Bachelor’s Degree (preferred)

Tools

MS Office

Digital platforms

Job description

KeyCorp in Colorado Springs is seeking a Private Client Banker to manage client relationships with a plan-based approach to financial advice. The PCB delivers financial solutions to clients with up to $2M in investable assets, building trust and guiding clients toward financial wellness through referrals to specialists.

The role emphasizes strong client experience, collaboration with branch teammates, and compliance with procedures.