Private Client Banker & Wealth Advisor

KeyCorp; Madison (CT); On-site; USD 34,440 - 52,982; Full time

Benefits offered by this job

Incentive compensation

Comprehensive benefits package

Job summary

KeyCorp in Madison, CT is looking for a Licensed Private Client Banker to join their team. This role involves developing and managing relationships with clients, offering tailored financial advice and solutions. Applicants should have a High School Diploma and relevant sales experience, along with required FINRA Licenses.

The position promotes a strong client-centric culture and includes compliance with operational procedures. Work will be performed primarily at the branch.

Qualifications

• Ability to develop customer relationships and achieve sales goals.
• Experience in insurance and investment products is preferred.
• Strong skills in building rapport quickly.

Responsibilities

• Provide customized financial wellness recommendations to clients.
• Open personal and business accounts and ensure compliance.
• Participate in morning meetings and ensure strong team collaboration.

Skills

Sales and service techniques

Interpersonal interaction

Financial advice

Time management

Education

High School Diploma or equivalent experience

Bachelor's Degree

Tools

MS Office Products

Digital technology

Job description

KeyCorp in Madison, CT is looking for a Licensed Private Client Banker to join their team. This role involves developing and managing relationships with clients, offering tailored financial advice and solutions. Applicants should have a High School Diploma and relevant sales experience, along with required FINRA Licenses.

The position promotes a strong client-centric culture and includes compliance with operational procedures. Work will be performed primarily at the branch.