Private Client Banker — Wealth Planner for Growing Portfolios

KeyBank; Sears Corners (NY); On-site; USD 34,000 - 53,000; Full time

Job summary

KeyBank Private Client Banker is a trusted advisor delivering plan-based financial guidance to clients with up to $2M in investable assets. This role focuses on the full client relationship, referring solutions across Retail, Private Bank, and Investment Services while building deep client partnerships in the Key Private Client Program.

As PCB, you will assess client needs, document data, and deliver personalized financial wellness strategies, with emphasis on compliance and collaboration with

Qualifications

• Experience in developing current and new customer relationships, achieving sales goals and building referral sources in insurance and investment products.
• Foundational knowledge of sales and service techniques with clients, including tele-consulting, outside calling, prospecting and networking.
• Interpersonal interaction skills and an ability to build rapport quickly; strong collaboration with partners across lines of business.

Responsibilities

• Embodies a strong client experience culture with attentive, compliant service.
• Listen for financial wellness opportunities and refer appropriate investment and insurance products.
• Develops and maintains knowledge of private client products and competitive offerings to inform conversations; supports client needs.

Skills

Client relationship management

Sales & referrals

Financial wellness advice

Communication skills

Digital platforms knowledge

MS Office proficiency

Education

High School Diploma / GED

Bachelor's degree (preferred)

Equivalent experience

Job description

KeyBank Private Client Banker is a trusted advisor delivering plan-based financial guidance to clients with up to $2M in investable assets. This role focuses on the full client relationship, referring solutions across Retail, Private Bank, and Investment Services while building deep client partnerships in the Key Private Client Program.

As PCB, you will assess client needs, document data, and deliver personalized financial wellness strategies, with emphasis on compliance and collaboration with