Private Client Banker — Wealth Advisory & Relationships

MaineGuide; Auburn, Northern (ME, KY); Híbrido; USD 52 000 - 80 000; Tempo integral

Resumo da oferta

KeyBank in Auburn, ME seeks a Private Client Banker to manage relationships and deliver plan-based financial advice to clients with up to $2M in investable assets. You will assess client needs, document data, and refer solutions across Retail, Private Bank, and Investment Services.

The role emphasizes building referrals, collaborating with branch teams, and ensuring compliance while supporting teller duties and morning huddles. Strong communication and FINRA licenses are required.

Qualificações

• Experience developing customer relationships and achieving sales goals.
• Foundational sales and service techniques with clients.
• Interpersonal skills to build rapport quickly.
• Ability to influence partners and coordinate with cross‑functional teams.
• Working knowledge of PC software and digital platforms.

Responsabilidades

• Build client relationships and identify financial wellness opportunities.
• Refer investment and insurance products to appropriate specialists.
• Open personal and small business accounts and support branch operations.
• Maintain compliance with policies and document client interactions.
• Prospect and develop internal/external centers of influence.

Conhecimentos

Client relationship

Sales & referrals

Financial wellness advice

Communication skills

Team collaboration

Formação académica

FINRA S6

FINRA S63

FINRA SIE

Life/Health Insurance Licenses

Bachelor's degree preferred

Ferramentas

MS Windows

MS Office (Word/Excel)

CRM systems

Descrição da oferta de emprego

KeyBank in Auburn, ME seeks a Private Client Banker to manage relationships and deliver plan-based financial advice to clients with up to $2M in investable assets. You will assess client needs, document data, and refer solutions across Retail, Private Bank, and Investment Services.

The role emphasizes building referrals, collaborating with branch teams, and ensuring compliance while supporting teller duties and morning huddles. Strong communication and FINRA licenses are required.