Private Client Banker: Wealth Guidance & Client Growth

KeyBank; Town of Fishkill (NY); On-site; USD 34,000 - 52,000; Full time

Job summary

KeyCorp is seeking a Private Client Banker to serve clients in the Fishkill area. The banker will manage the full client relationship, plan-based financial advice, and referrals to investment, insurance, mortgage and business banking teams, with a focus on clients up to $2M in investable assets.

The role emphasizes delivering personalized financial wellness plans, building pipelines, and collaborating with branch partners while complying with risk and policy requirements.

Qualifications

• High school diploma or GED required; Bachelor's preferred or equivalent experience.
• Experience developing customer relationships and meeting sales goals.
• Foundational knowledge of sales and service techniques with clients.
• Strong interpersonal skills and ability to influence partners.

Responsibilities

• Embodies a strong client experience culture with every client and teammate.
• Identify financial wellness opportunities during client conversations and provide recommendations.
• Refer investment and insurance products to appropriate sales professionals.
• Maintain a referral pipeline with internal and external centers of influence.
• Document calling efforts and prospecting activities.
• Develop knowledge of private client products and services and competitive offerings.
• Open personal and business accounts and help deepen client relationships.

Skills

Client experience

Sales targets

Referral development

Relationship building

Digital literacy

MS Windows

MS Office/Excel

Financial planning

Education

High School Diploma or GED

Bachelor's degree (preferred)

Tools

MS Windows

MS Office

Excel

Job description

KeyCorp is seeking a Private Client Banker to serve clients in the Fishkill area. The banker will manage the full client relationship, plan-based financial advice, and referrals to investment, insurance, mortgage and business banking teams, with a focus on clients up to $2M in investable assets.

The role emphasizes delivering personalized financial wellness plans, building pipelines, and collaborating with branch partners while complying with risk and policy requirements.