Private Client Banker: Wealth Advisor & Relationships

KeyBank; Village of Fort Plain (NY); On-site; USD 34,000 - 53,000; Full time

Job summary

KeyCorp is seeking a Private Client Banker to serve high-net-worth clients with plan-based financial advice and product referrals across investment, insurance, mortgage and banking solutions. The PCB will nurture client relationships, document needs, and coordinate with internal specialists to deepen client wealth journeys.

The role emphasizes proactive prospecting, centers of influence, and partnership with branches to grow the client base while ensuring compliance with bank policies.

Qualifications

• Experience in developing current and new customer relationships and achieving sales goals.
• Foundational knowledge of sales and service techniques with clients, including tele-consulting, outside calling, prospecting and networking.
• Comfortable interacting with small business clients, overcoming objection, and asking fact-finding questions.

Responsibilities

• Listen for clues for financial wellness opportunities during client conversations and provide effective and customized financial wellness recommendations.
• Delivers on client solutions through referring of investment and insurance products.
• Develops and maintains an in-depth knowledge of private client products and services.
• Opening personal and business accounts and developing partnerships with branch teammates and line of business partners.

Skills

Client relationships

Sales goals

Financial wellness

Objection handling

Prospecting

Networking

Digital platforms

Education

High School Diploma

Bachelor's Degree

FINRA S6

FINRA S63

FINRA SIE

Life and Health Insurance Licenses

Tools

MS Windows

Microsoft Office

Job description

KeyCorp is seeking a Private Client Banker to serve high-net-worth clients with plan-based financial advice and product referrals across investment, insurance, mortgage and banking solutions. The PCB will nurture client relationships, document needs, and coordinate with internal specialists to deepen client wealth journeys.

The role emphasizes proactive prospecting, centers of influence, and partnership with branches to grow the client base while ensuring compliance with bank policies.