Private Client Banker — Wealth & Relationship Advisor

KeyBank; Reynoldsburg (OH); On-site; USD 34,440 - 52,982; Full time

Benefits offered by this job

Incentive compensation

Health benefits

Employee training and development

Job summary

A leading financial institution in Reynoldsburg, Ohio is seeking a Private Client Banker to provide tailored financial solutions and foster long-term client relationships. The ideal candidate will have a strong background in sales, be knowledgeable about financial products, and possess excellent interpersonal skills. They will work closely with clients to assess their needs and ensure comprehensive financial wellness. The position offers a competitive hourly rate and opportunity for incentive compensation.

Qualifications

• Experience in developing customer relationships and achieving sales goals.
• Strong interpersonal skills to build rapport with clients.
• Required FINRA licenses upon hire.

Responsibilities

• Deliver financial solutions to clients with a focus on their overall wellness.
• Assist clients with account openings and transactions.
• Maintain compliance with bank policies and procedures.

Skills

Client relationship management

Sales techniques

Financial advice

Interpersonal skills

Time management

Education

High School Diploma or GED

Bachelor's Degree

Tools

Microsoft Office

Digital technology platforms

Job description

A leading financial institution in Reynoldsburg, Ohio is seeking a Private Client Banker to provide tailored financial solutions and foster long-term client relationships. The ideal candidate will have a strong background in sales, be knowledgeable about financial products, and possess excellent interpersonal skills. They will work closely with clients to assess their needs and ensure comprehensive financial wellness. The position offers a competitive hourly rate and opportunity for incentive compensation.