Private Client Banker: Wealth Advisor & Relationship Builder

KeyBank; Ann Arbor (MI); On-site; USD 34,000 - 53,000; Full time

Job summary

KeyBank in Ann Arbor, MI is seeking a Private Client Banker to manage client relationships and deliver tailored financial solutions for clients with up to $2M in investable assets. You will develop referrals, open accounts, and collaborate with branch and support teams to optimize client financial wellness.

The role emphasizes proactive engagement, knowledge of private client products, and compliance with corporate guidelines.

Qualifications

• Experience developing new and existing customer relationships and meeting sales goals.
• Ability to identify referral opportunities and build centers of influence.
• Comfort with using digital platforms and MS Office tools to support client conversations.

Responsibilities

• Provide financial wellness recommendations and refer investment/insurance products as appropriate.
• Open personal and business accounts and assist with deposits and lending products.
• Build and maintain partnerships with branch teams and external centers of influence to drive client growth.
• Ensure compliance with operational, risk, security and audit procedures and document client interactions.

Skills

Client relations

Sales targets

Networking

Digital platforms

Microsoft Office

Education

High School Diploma or GED

Bachelor's Degree (preferred)

Tools

MS Windows

Office Suite

Job description

KeyBank in Ann Arbor, MI is seeking a Private Client Banker to manage client relationships and deliver tailored financial solutions for clients with up to $2M in investable assets. You will develop referrals, open accounts, and collaborate with branch and support teams to optimize client financial wellness.

The role emphasizes proactive engagement, knowledge of private client products, and compliance with corporate guidelines.