Private Client Banker: Wealth Advisor & Client Partner

KeyBank; Bridgton (ME); On-site; USD 34,000 - 53,000; Full time

Job summary

KeyBank is seeking a Private Client Banker to serve clients in Bridgton, ME, managing the full client relationship with a plan-based approach and delivering financial solutions for up to $2M in investable assets. You will coordinate with investment, insurance, mortgage, and business banking partners to support clients’ financial wellness.

You will build relationships through in-person meetings and referrals, providing tailored financial guidance, while ensuring compliance and excellent service

Qualifications

• Experience building client relationships and achieving sales goals.
• Knowledge of investment, insurance products, and financial planning.
• Ability to reference and coordinate with internal specialists.
• Proficient with MS Windows and Office.
• Strong interpersonal and communication skills.

Responsibilities

• Provide financial wellness recommendations to clients.
• Refer investment and insurance products to clients.
• Develop and maintain referral pipelines.
• Open personal and business accounts.
• Ensure compliance with policies and procedures.
• Assist with client transactions and branch operations.

Skills

Client advisory

Relationship building

Sales & referrals

Prospecting

Product knowledge

Digital literacy

Time management

Education

High School diploma

Bachelor's degree preferred

Tools

MS Office

CRM systems

Digital banking tools

Job description

KeyBank is seeking a Private Client Banker to serve clients in Bridgton, ME, managing the full client relationship with a plan-based approach and delivering financial solutions for up to $2M in investable assets. You will coordinate with investment, insurance, mortgage, and business banking partners to support clients’ financial wellness.

You will build relationships through in-person meetings and referrals, providing tailored financial guidance, while ensuring compliance and excellent service