Private Client Banker & Wealth Advisor

keybank; United States; On-site; USD 34,000 - 52,000; Full time

Job summary

KeyBank is seeking a Private Client Banker to build and deepen client relationships with individuals and small businesses in our private client program. The role focuses on a plan-based approach to financial advice and coordinating with investment, mortgage, and business banking specialists to serve a client base with up to $2M in investable assets.

The position emphasizes proactive prospecting, maintaining regulatory compliance, and delivering tailored financial wellness solutions while

Qualifications

• Experience in developing customer relationships and meeting sales goals.
• Foundational sales/service techniques: tele-consulting, outside calling, networking.
• Ability to educate clients on digital platforms within Key.
• Competitive financial wellness recommendations and solution referrals.

Responsibilities

• Cultivate client relationships and referral pipelines through internal and external centers of influence.
• Identify client needs and refer investment and insurance products to appropriate teams.
• Open personal and business accounts and support branch operations as needed.
• Maintain compliance with procedures and accurate documentation of interactions.
• Collaborate with partners in Investment Services, Mortgage and Business Banking.

Skills

Client relationship management

Prospecting & networking

Financial wellness advice

Digital platform navigation

Time management

Communication with clients

Education

High School Diploma / GED (required)

Bachelor's Degree (preferred)

FINRA S6

FINRA S63

FINRA SIE

Life/Health Insurance Licenses

Job description

KeyBank is seeking a Private Client Banker to build and deepen client relationships with individuals and small businesses in our private client program. The role focuses on a plan-based approach to financial advice and coordinating with investment, mortgage, and business banking specialists to serve a client base with up to $2M in investable assets.

The position emphasizes proactive prospecting, maintaining regulatory compliance, and delivering tailored financial wellness solutions while