Private Client Banker: Wealth Advisor for Growing Clients

KeyCorp; Butler (Butler County); On-site; USD 34,440 - 52,982; Full time

Benefits offered by this job

Incentive compensation

Diverse benefits package

Job summary

KeyCorp in Butler, Pennsylvania is seeking a Private Client Banker to deliver personalized financial advice and solutions to clients with investable assets up to $2M. This role emphasizes developing client relationships and ensuring compliance with operational procedures while achieving sales goals.

The ideal candidate possesses strong interpersonal skills and a commitment to providing exceptional client service, helping clients achieve their financial wellness goals through customized recommendations and maintaining extensive knowledge of financial products.

Qualifications

• Experience in developing customer relationships and achieving sales goals.
• Comfortable interacting with small business clients.
• Knowledge of client accounts and sound judgment.

Responsibilities

• Deliver customized financial wellness advice to clients.
• Build and maintain relationships with high-net-worth clients.
• Ensure compliance with operational and security procedures.

Skills

Sales techniques

Client relationship building

Financial advisory

Interpersonal skills

Education

High School Diploma or equivalent

Bachelor's Degree

Tools

MS Office

Digital technology

Job description

KeyCorp in Butler, Pennsylvania is seeking a Private Client Banker to deliver personalized financial advice and solutions to clients with investable assets up to $2M. This role emphasizes developing client relationships and ensuring compliance with operational procedures while achieving sales goals.

The ideal candidate possesses strong interpersonal skills and a commitment to providing exceptional client service, helping clients achieve their financial wellness goals through customized recommendations and maintaining extensive knowledge of financial products.