Private Client Banker — Trusted Wealth Advisor

KeyCorp; West Springfield (MA); On-site; USD 52,000 - 80,000; Full time

Job summary

KeyCorp in West Springfield, MA is seeking a Private Client Banker to manage full client relationships with plan-based financial guidance. You will refer investment and insurance solutions and build a strong referral network across internal partners, while meeting regulatory requirements and delivering a high‑touch client experience.

Requirements include a high school diploma or equivalent (Bachelor's preferred), strong interpersonal skills, and FINRA licenses upon hire.

Qualifications

• Experience in developing client relationships and meeting sales goals.
• Foundational sales/service techniques including tele-consulting, outside calling, prospecting.
• Interpersonal skills to build rapport quickly and influence partners.

Responsibilities

• Serve as trusted advisor delivering plan-based financial guidance.
• Refer investment and insurance products to clients and partners.
• Develop referral pipelines and maintain client data with documentation.
• Open personal and business accounts and support branch operations.
• Ensure compliance with policies and participate in morning huddles.

Skills

Client advisory

Financial wellness

Relationship building

Prospecting & networking

Regulatory and risk awareness

Communication & collaboration

Education

High School Diploma / GED

Bachelor's degree preferred

Tools

MS Windows & Office

Digital platforms (Key apps)

Job description

KeyCorp in West Springfield, MA is seeking a Private Client Banker to manage full client relationships with plan-based financial guidance. You will refer investment and insurance solutions and build a strong referral network across internal partners, while meeting regulatory requirements and delivering a high‑touch client experience.

Requirements include a high school diploma or equivalent (Bachelor's preferred), strong interpersonal skills, and FINRA licenses upon hire.