Private Client Banker & Wealth Advisor

KeyCorp; Boise (ID); On-site; USD 34,000 - 52,000; Full time

Job summary

KeyCorp in Boise, Idaho is seeking a Private Client Banker to serve as a trusted advisor within the Key Private Client Program. You will manage client relationships with a plan-based approach to financial advice, offering suitable investment and private banking solutions for clients with up to $2M in investable assets.

This role emphasizes building a referral pipeline, collaborating with Retail, Investment Services, Mortgage and Business Banking, and maintaining rigorous documentation and

Qualifications

• High School Diploma, GED or equivalent experience required; Bachelor's Degree preferred or equivalent experience.
• Foundational knowledge of sales and service techniques with clients, including tele-consulting, outside calling, prospecting and networking.
• Strong interpersonal skills with the ability to build rapport quickly and influence internal partners.

Responsibilities

• Embodies a strong client experience culture with every client and teammate.
• Listen for financial wellness opportunities and provide customized recommendations.
• Refer and deliver investment and insurance products through appropriate channels.
• Develop and maintain in-depth knowledge of private client products and services and competitive offerings.
• Open personal and business accounts and develop partnerships with branch teammates and line of business partners.
• Ensure compliance with operational, risk, security and audit procedures.

Education

High School Diploma / GED

Bachelor's Degree

Tools

MS Windows

MS Office

Job description

KeyCorp in Boise, Idaho is seeking a Private Client Banker to serve as a trusted advisor within the Key Private Client Program. You will manage client relationships with a plan-based approach to financial advice, offering suitable investment and private banking solutions for clients with up to $2M in investable assets.

This role emphasizes building a referral pipeline, collaborating with Retail, Investment Services, Mortgage and Business Banking, and maintaining rigorous documentation and