Private Client Banker — Wealth Advisory

KeyBank; Salt Lake City (UT); On-site; USD 34,440 - 52,982; Full time

Benefits offered by this job

Base hourly rate of $25.00 - $38.46

Incentive compensation based on production

Job summary

KeyBank is looking for a Private Client Banker in Salt Lake City, Utah, to serve as a trusted advisor and problem solver to clients. In this role, you will be responsible for developing and maintaining relationships with clients by delivering appropriate financial solutions and ensuring exceptional service. Your focus will be on client financial wellness and providing tailored advice.

Responsibilities include assessing client needs, managing accounts, and collaborating with branch teammates and sales professionals. The ideal candidate will have experience in developing customer relationships, achieving sales objectives, and providing insightful financial guidance.

Qualifications

• Experience in developing client relationships and achieving sales goals.
• Comfortable interacting with small business clients and overcoming objections.
• Ability to provide expert financial advice and manage client accounts.

Responsibilities

• Deliver financial solutions to clients with up to $2M in assets.
• Build and maintain client relationships through effective service.
• Support branch operations including assisting clients with transactions.

Skills

Customer relationship development

Sales techniques

Financial advisory

Time management

Education

High School Diploma or GED

Bachelor's Degree

Tools

PC knowledge

Digital technology

Job description

KeyBank is looking for a Private Client Banker in Salt Lake City, Utah, to serve as a trusted advisor and problem solver to clients. In this role, you will be responsible for developing and maintaining relationships with clients by delivering appropriate financial solutions and ensuring exceptional service. Your focus will be on client financial wellness and providing tailored advice.

Responsibilities include assessing client needs, managing accounts, and collaborating with branch teammates and sales professionals. The ideal candidate will have experience in developing customer relationships, achieving sales objectives, and providing insightful financial guidance.