Private Client Banking Advisor

KeyBank; Pottstown (Montgomery County); On-site; USD 34,000 - 52,000; Full time

Job summary

KeyBank is seeking a Private Client Banker to manage client relationships with a plan-based approach, focusing on financial wellness for individuals and small businesses. You will refer investment and insurance products through internal partners and support branch operations while building a robust client referral network.

The role emphasizes delivering personalized financial solutions, maintaining strong partnerships, and adhering to compliance standards in a branch setting.

Qualifications

• Experience building client relationships and meeting sales goals.
• Foundational sales and service techniques including tele-consulting and prospecting.
• Experience with cross-functional collaboration with investment, mortgage and business banking.
• Strong interpersonal skills and ability to influence partners.
• Proficient with PCs and digital platforms.

Responsibilities

• Provide customized financial wellness recommendations to clients.
• Refer investment and insurance products to appropriate specialists.
• Develop and maintain an internal referral pipeline.
• Open personal and business accounts and manage deposits.
• Ensure compliance with policies and documentation.
• Collaborate with branch teammates and partners to grow relationships.
• Support branch operations and client transactions on teller line.
• Participate in morning huddles and daily debriefs.
• Work Saturdays as directed.

Skills

Client relationships

Sales targets

Networking

Financial wellness

Digital platforms

Education

High School Diploma/GED

Bachelor's Degree (preferred)

Equivalent experience (required)

Tools

MS Windows

MS Office (Word/Excel)

Job description

KeyBank is seeking a Private Client Banker to manage client relationships with a plan-based approach, focusing on financial wellness for individuals and small businesses. You will refer investment and insurance products through internal partners and support branch operations while building a robust client referral network.

The role emphasizes delivering personalized financial solutions, maintaining strong partnerships, and adhering to compliance standards in a branch setting.