Private Client Banker - Wealth Advisor & Relationship Expert

KeyBank; Cozy Corner (VT); On-site; USD 34,000 - 52,000; Full time

Job summary

KeyCorp's Milton, VT location seeks a Private Client Banker to manage whole client relationships with a plan-based approach to financial advice. You will deliver tailored financial solutions for clients with up to $2M in investable assets and refer to specialists across Retail, Private Bank, and Mortgage teams.

Essential duties include prospecting, deepening existing relationships, and maintaining compliance with risk controls.

Qualifications

• FINRA licenses S6/S63/SIE required upon hire.
• Life and Health Insurance Licenses required upon hire.
• Bachelor's degree preferred; relevant experience valued.

Responsibilities

• Provide financial wellness recommendations and refer investment/insurance products.
• Develop and maintain client relationships and referral networks.
• Open personal and business accounts and cross-sell products.
• Ensure compliance with risk, security and audit procedures.
• Assist with branch operations and client transactions as needed.
• Participate in morning huddles and end-of-day debriefs.

Skills

Client advisory

Relationship building

Time management

Financial wellness guidance

Prospecting & networking

Digital banking literacy

Education

High School Diploma, GED, or equivalent

Bachelor's Degree (preferred)

FINRA S6

FINRA S63

FINRA SIE

Life and Health Insurance Licenses

Tools

MS Windows

MS Office (Word/Excel)

Digital banking platforms

Job description

KeyCorp's Milton, VT location seeks a Private Client Banker to manage whole client relationships with a plan-based approach to financial advice. You will deliver tailored financial solutions for clients with up to $2M in investable assets and refer to specialists across Retail, Private Bank, and Mortgage teams.

Essential duties include prospecting, deepening existing relationships, and maintaining compliance with risk controls.