Private Client Banker - Wealth Advisory & Solutions

KeyBank; Lansdale (Montgomery County); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Competitive salary

Comprehensive benefits package

Career development opportunities

Job summary

A financial institution is seeking a Private Client Banker responsible for managing client relationships and offering customized financial solutions. Candidates should possess strong interpersonal skills and experience in sales. Key responsibilities include building a referral pipeline, ensuring compliance with company policies, and delivering effective financial advice to clients. A high school diploma is required, while a bachelor’s degree is preferred. Licenses for financial products are needed upon hire. The position is based in Lansdale, PA.

Qualifications

• Experience in developing customer relationships and achieving sales goals.
• Foundational knowledge of sales and service techniques.
• Excellent interpersonal skills to build rapport quickly.

Responsibilities

• Deliver financial solutions through client interactions.
• Build client referral pipelines and develop partnerships.
• Ensure compliance with operational and audit procedures.

Skills

Client relationship development

Sales techniques

Interpersonal skills

Problem-solving

Risk management

Education

High School Diploma, GED, or equivalent

Bachelor's Degree

Tools

MS Windows

Microsoft Office (Word, Excel)

Digital technology

Job description

A financial institution is seeking a Private Client Banker responsible for managing client relationships and offering customized financial solutions. Candidates should possess strong interpersonal skills and experience in sales. Key responsibilities include building a referral pipeline, ensuring compliance with company policies, and delivering effective financial advice to clients. A high school diploma is required, while a bachelor’s degree is preferred. Licenses for financial products are needed upon hire. The position is based in Lansdale, PA.