Private Client Banker: Wealth Solutions & Advisory

KeyCorp; Angola (IN); On-site; USD 52,000 - 80,000; Full time

Job summary

KeyBank is seeking a Private Client Banker to manage full client relationships with a plan-based approach to financial advice. You will refer appropriate financial solutions to clients with up to $2M in investable assets and document client data for financial wellness planning.

Responsibilities include building a referral pipeline, prospecting, and maintaining product knowledge across private client services, investments, mortgages, and business banking.

Qualifications

• Experience in developing current and new customer relationships and achieving sales goals.
• Foundational knowledge of sales and service techniques with clients.
• Strong interpersonal skills and ability to build rapport quickly.
• Experience influencing partners and leveraging centers of influence.
• Proficient with PCs and digital platforms.

Responsibilities

• Embodies a strong client experience culture and builds a client referral pipeline.
• Listens for financial wellness opportunities and provides customized recommendations.
• Delivers solutions through referrals to investment and insurance partners.
• Maintains knowledge of private client products and market trends.
• Supports branch operations and adherence to policies.

Skills

Client relationship

Sales & referrals

Financial wellness advice

Prospecting & networking

Digital literacy

MS Windows

Education

High School Diploma, GED, or equivalent experience (required)

Bachelor's Degree (preferred)

Tools

MS Word

MS Excel

Job description

KeyBank is seeking a Private Client Banker to manage full client relationships with a plan-based approach to financial advice. You will refer appropriate financial solutions to clients with up to $2M in investable assets and document client data for financial wellness planning.

Responsibilities include building a referral pipeline, prospecting, and maintaining product knowledge across private client services, investments, mortgages, and business banking.