Private Client Banker & Wealth Advisor

KeyCorp

Kentucky

On-site

USD 50,000 - 80,000

Full time

14 days+

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Job summary

KeyCorp is seeking a Private Client Banker in Uniontown, Ohio, to foster client relationships and provide financial advice tailored to clients with up to $2M in investable assets. You will assess financial needs and refer appropriate financial solutions, contributing to clients' financial wellness.

The ideal candidate has strong sales skills, is knowledgeable about banking products, and can build lasting ties with clients, ensuring they achieve their financial goals. This full-time position offers a competitive hourly wage from $25.00 to $38.46 per hour.

Qualifications

  • Experience in developing customer relationships and achieving sales goals.
  • Foundational knowledge of sales and service techniques.
  • Strong interpersonal skills to build rapport quickly.

Responsibilities

  • Engage with clients to assess their financial needs and deliver solutions.
  • Develop and maintain strong relationships with clients and partners.
  • Ensure compliance with operational and risk policies.

Skills

Client relationship management
Sales techniques
Financial wellness advice
Networking
Digital literacy

Education

High School Diploma or equivalent
Bachelor's Degree

Tools

MS Office (Word, Excel)

Job description

KeyCorp is seeking a Private Client Banker in Uniontown, Ohio, to foster client relationships and provide financial advice tailored to clients with up to $2M in investable assets. You will assess financial needs and refer appropriate financial solutions, contributing to clients' financial wellness.

The ideal candidate has strong sales skills, is knowledgeable about banking products, and can build lasting ties with clients, ensuring they achieve their financial goals. This full-time position offers a competitive hourly wage from $25.00 to $38.46 per hour.

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