Private Client Banking Advisor

KeyBank; Hannans Corner (NY); On-site; USD 34,440 - 52,982; Full time

Benefits offered by this job

Health insurance

Retirement plan

Competitive compensation

Incentive compensation options

Job summary

A leading financial institution in New York is seeking a Private Client Banker to develop and maintain relationships with clients, ensuring their financial needs are met through tailored advice and services. This role requires strong sales skills, a deep understanding of financial products, and the ability to foster relationships with various stakeholders. The position offers a competitive hourly wage and an inclusive work environment.

Qualifications

• Experience in developing customer relationships and achieving sales goals.
• Ability to provide customized financial wellness recommendations.
• Knowledge of private client products and services.

Responsibilities

• Deliver financial solutions and referrals to clients.
• Develop referral pipelines and manage internal/external relationships.
• Ensure compliance with operational and security procedures.

Skills

Client relationship development

Sales techniques

Interpersonal skills

Time management

Financial planning

Education

High School Diploma or GED

Bachelor's Degree

Tools

MS Office (Word, Excel)

Digital technology tools

Job description

A leading financial institution in New York is seeking a Private Client Banker to develop and maintain relationships with clients, ensuring their financial needs are met through tailored advice and services. This role requires strong sales skills, a deep understanding of financial products, and the ability to foster relationships with various stakeholders. The position offers a competitive hourly wage and an inclusive work environment.