Private Client Banking Advisor

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

Benefits offered by this job

Competitive hourly rate

Incentive compensation

Job summary

KeyBank in Bellbrook, Ohio is seeking a Private Client Banker who will act as a trusted advisor to clients. The role focuses on developing strong client relationships and delivering tailored financial solutions to meet their financial wellness goals.

The ideal candidate will possess strong interpersonal skills and a background in sales techniques. This position offers a competitive hourly rate and the opportunity to contribute positively to client financial journeys.

Qualifications

• High School Diploma, GED, or equivalent experience required.
• Bachelor's Degree preferred.
• Experience in developing customer relationships and achieving sales goals.

Responsibilities

• Deliver customized financial wellness recommendations to clients.
• Build a client referral pipeline through effective prospecting.
• Open personal and business accounts and ensure compliance with procedures.

Skills

Relationship building

Financial wellness advice

Sales techniques

Interpersonal interaction

Digital technology knowledge

Education

High School Diploma or equivalent

Bachelor's Degree

Tools

MS Office Products

Job description

KeyBank in Bellbrook, Ohio is seeking a Private Client Banker who will act as a trusted advisor to clients. The role focuses on developing strong client relationships and delivering tailored financial solutions to meet their financial wellness goals.

The ideal candidate will possess strong interpersonal skills and a background in sales techniques. This position offers a competitive hourly rate and the opportunity to contribute positively to client financial journeys.