Private Client Banker & Wealth Solutions Advisor

KeyBank; Uniontown (IL); On-site; USD 34,000 - 52,000; Full time

Benefits offered by this job

Incentive compensation

Equal Opportunity Employer

Job summary

KeyBank is recruiting a Private Client Banker to manage client relationships and deliver plan-based financial advice. You will identify financial needs, document data, and refer suitable investment and insurance products to the appropriate sales professionals.

The role involves opening accounts and deepening relationships with high-net-worth clients. You will collaborate with branch teammates and business partners, stay compliant with policies, and participate in ongoing client-facing

Qualifications

• High school diploma or GED required or equivalent experience.
• Bachelor's degree preferred or equivalent experience.
• FINRA S6, S63 and SIE licenses required.
• Life, Accident and Health Insurance licenses required.

Responsibilities

• Builds a client referral pipeline and develops centers of influence.
• Provide financial wellness recommendations and refer investment/insurance products.
• Opening personal and business accounts and managing deposits and loans as needed.
• Collaborates with internal partners to meet client needs and expand relationships.
• Adheres to risk, security and audit procedures and documentation.

Skills

Client relationship building

Sales and referrals

Financial wellness advice

Digital banking knowledge

MS Windows/Office familiarity

FINRA S6

FINRA S63

FINRA SIE

Life/Health Insurance Licenses

Education

High School Diploma or GED

Bachelor's Degree preferred

Equivalent experience acceptable

Job description

KeyBank is recruiting a Private Client Banker to manage client relationships and deliver plan-based financial advice. You will identify financial needs, document data, and refer suitable investment and insurance products to the appropriate sales professionals.

The role involves opening accounts and deepening relationships with high-net-worth clients. You will collaborate with branch teammates and business partners, stay compliant with policies, and participate in ongoing client-facing