Private Client Banker: Wealth Wellness Advisor

KeyCorp; Salt Lake City (UT); On-site; USD 71,635,000 - 110,204,000; Full time

Job summary

KeyCorp in Salt Lake City is hiring a Private Client Banker to manage the entire client relationship with plan-based financial advice. You will deliver and refer financial solutions to clients with up to $2M in investable assets, documenting client data, and ensuring compliance.

The role emphasizes a client-first culture and collaboration with multiple business lines, including Retail and Private Bank. The PCB helps clients achieve financial wellness by assessing needs, building strong

Qualifications

• Experience in developing current and new customer relationships and achieving sales goals.
• Foundational knowledge of sales and service techniques with clients.
• Interpersonal skills to build rapport with clients and partners.

Responsibilities

• Identify financial wellness opportunities during client conversations.
• Refer investment, insurance, and other financial products to appropriate teams.
• Develop and maintain internal and external referral networks.
• Open personal and business accounts and support branch operations.

Skills

Client relationships

Sales goals

Financial wellness

Networking

Education

High School Diploma or GED

Bachelor's degree (preferred)

Tools

MS Windows

Microsoft Office

Job description

KeyCorp in Salt Lake City is hiring a Private Client Banker to manage the entire client relationship with plan-based financial advice. You will deliver and refer financial solutions to clients with up to $2M in investable assets, documenting client data, and ensuring compliance.

The role emphasizes a client-first culture and collaboration with multiple business lines, including Retail and Private Bank. The PCB helps clients achieve financial wellness by assessing needs, building strong