Private Client Relationship Advisor

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

Benefits offered by this job

Incentive compensation opportunities

Equal Opportunity Employer

Job summary

KeyBank is looking for a Private Client Banker (PCB) in Mentor, Ohio, who will focus on managing client relationships and offering tailored financial solutions. The ideal candidate will have a strong sales background and experience in developing high-net-worth client relationships, ensuring compliance with bank policies.

This role offers a competitive pay range of $25.00 to $38.46 per hour. The PCB will also work to help clients achieve financial wellness through effective advice and planning.

Qualifications

• Proven experience in sales and customer relationship development.
• FINRA Licenses S6, S63, and Security Industry Essentials (SIE) required.
• Experience managing high-net-worth client relationships.

Responsibilities

• Deliver tailored financial solutions to clients.
• Develop new client relationships through networking.
• Ensure compliance with bank policies and procedures.

Skills

Client relationship management

Sales techniques

Interpersonal skills

Financial advising

Education

High School Diploma or GED

Bachelor's Degree

Tools

MS Windows

Office Products

Digital platforms

Job description

KeyBank is looking for a Private Client Banker (PCB) in Mentor, Ohio, who will focus on managing client relationships and offering tailored financial solutions. The ideal candidate will have a strong sales background and experience in developing high-net-worth client relationships, ensuring compliance with bank policies.

This role offers a competitive pay range of $25.00 to $38.46 per hour. The PCB will also work to help clients achieve financial wellness through effective advice and planning.