Private Client Banker: Wealth Advisor & Growth Partner

KeyBank; Town of Hamburg (NY); In loco; USD 34.000 - 53.000; Tempo pieno

Descrizione del lavoro

KeyBank's Private Client Banker role in Hamburg, NY focuses on delivering comprehensive financial planning and guidance to clients with up to $2M in investable assets. You will identify needs, document data, and refer suitable investment, insurance, and banking solutions to clients.

The position emphasizes building relationships, meeting sales goals, and collaborating with internal partners such as Key Investment Services, Mortgage, and Business Banking to deepen client engagement.

Competenze

• High school diploma or equivalent required; bachelor’s degree preferred.
• FINRA S6, S63, SIE licenses and life/health insurance licenses required.

Mansioni

• Provide customized financial wellness recommendations and refer investment and insurance products.

Conoscenze

Client relations

Sales & referrals

Financial wellness

Cross-functional collaboration

Digital literacy

MS Office

Prospecting

Formazione

High School Diploma, GED, or equivalent experience

Bachelor's Degree (preferred)

Equivalent experience (required)

FINRA License S6

FINRA License S63

FINRA SIE (SIE)

Life, Accident, and Health Insurance Licenses

Strumenti

MS Windows

Microsoft Excel

Microsoft Word

CRM systems

Descrizione del lavoro

KeyBank's Private Client Banker role in Hamburg, NY focuses on delivering comprehensive financial planning and guidance to clients with up to $2M in investable assets. You will identify needs, document data, and refer suitable investment, insurance, and banking solutions to clients.

The position emphasizes building relationships, meeting sales goals, and collaborating with internal partners such as Key Investment Services, Mortgage, and Business Banking to deepen client engagement.