Private Client Banker: Trusted Wealth Advisor

KeyBank; Village of Skaneateles (NY); On-site; USD 34,000 - 52,000; Full time

Job summary

KeyBank is seeking a Private Client Banker to manage the full client relationship for individuals with up to $2M in investable assets. The role focuses on plan-based financial advice and cross-referrals to investment, private banking, and business services.

Based at our Skaneateles, NY location, the PCB will build a referral network, open accounts, and deliver tailored financial solutions while upholding compliance and professional standards within KeyBank's client-centric culture.

Qualifications

• Experience in developing client relationships and achieving sales goals.
• Foundational knowledge of sales and service techniques.
• Ability to engage with high-net-worth clients.
• Comfort interacting with small business clients and prospects.
• Strong interpersonal skills and ability to build rapport quickly.
• Experience influencing partners across sales and advisory teams.

Responsibilities

• Embodies a strong client experience culture.
• Provide customized financial wellness recommendations.
• Achieve activity and outcome goals.
• Develop a referral pipeline and prospecting habits.
• Maintain knowledge of private client products and services.
• Open and service client accounts as needed.
• Collaborate with branch teammates and partners.
• Ensure compliance with procedures and policies.

Skills

Client relationship

Sales goals

Financial wellness

Integrity

Time management

Financial planning

Networking

Education

High school diploma

Bachelor's degree

Job description

KeyBank is seeking a Private Client Banker to manage the full client relationship for individuals with up to $2M in investable assets. The role focuses on plan-based financial advice and cross-referrals to investment, private banking, and business services.

Based at our Skaneateles, NY location, the PCB will build a referral network, open accounts, and deliver tailored financial solutions while upholding compliance and professional standards within KeyBank's client-centric culture.