Private Client Banker: Wealth Advisor & Builder

KeyCorp; Bethel Park (Allegheny County); On-site; USD 34,000 - 52,000; Full time

Job summary

KeyBank seeks a Private Client Banker to manage client relationships with a plan-based financial advisory approach. The PCB will refer appropriate financial solutions for clients with up to $2M in investable assets and will collaborate with Retail, Private Bank, Mortgage, and Business Banking teams.

They will build a referral pipeline, open accounts, and ensure compliance while supporting branch operations. Strong sales, communication, and digital literacy are essential for success.

Qualifications

• Experience building client relationships and meeting sales goals.
• Foundational sales and service techniques including tele-consulting and networking.
• Comfort with small business clients and objection handling.
• Interpersonal skills to build rapport quickly and influence partners.

Responsibilities

• Develop client relationships and provide tailored financial wellness recommendations.
• Refer investment and insurance products to the appropriate specialists.
• Open personal and business accounts and support branch operations.
• Maintain knowledge of private client products and competitive offerings.

Skills

Financial advisory

Client relationship management

Sales and referrals

Prospecting

Digital literacy

Financial wellness planning

Communication

Education

High school diploma / GED

Bachelor's degree preferred

Tools

MS Windows

Microsoft Office

Mobile apps

Web-based browsing

Job description

KeyBank seeks a Private Client Banker to manage client relationships with a plan-based financial advisory approach. The PCB will refer appropriate financial solutions for clients with up to $2M in investable assets and will collaborate with Retail, Private Bank, Mortgage, and Business Banking teams.

They will build a referral pipeline, open accounts, and ensure compliance while supporting branch operations. Strong sales, communication, and digital literacy are essential for success.