Private Client Banker: Wealth Coach & Relationship Builder

KeyBank; Saline (MI); On-site; USD 34,440 - 52,348; Full time

Job summary

KeyBank is seeking a Private Client Banker to manage the full client relationship portfolio with a plan-based approach to financial advice. You will deliver and refer financial solutions to clients with up to $2M in investable assets, building a robust referral pipeline and deepening relationships in the branch.

Responsibilities include providing tailored financial wellness guidance, collaborating with investment, mortgage, and business banking teams, and ensuring compliant documentation.

Qualifications

• High School Diploma or equivalent is required; a Bachelor's degree is preferred.
• FINRA S6, S63 and SIE licenses are required upon hire.
• Life and Health Insurance licenses are required upon hire.

Responsibilities

• Provide financial wellness recommendations and refer investment and insurance products.
• Develop and maintain client relationships to meet financial goals.
• Collaborate with internal partners to serve clients across banking and investment services.
• Ensure compliance with policies and documentation of client interactions.
• Identify opportunities through prospecting and centers of influence.

Skills

Client relationships

Sales & referrals

Time management

Financial advisory

Digital platforms education

Education

High School Diploma

Bachelor's Degree

Equivalent experience

Tools

MS Windows & Office

Job description

KeyBank is seeking a Private Client Banker to manage the full client relationship portfolio with a plan-based approach to financial advice. You will deliver and refer financial solutions to clients with up to $2M in investable assets, building a robust referral pipeline and deepening relationships in the branch.

Responsibilities include providing tailored financial wellness guidance, collaborating with investment, mortgage, and business banking teams, and ensuring compliant documentation.