Private Client Wealth Advisor

KeyCorp; Reynoldsburg (OH); On-site; USD 34,440 - 52,982; Full time

Benefits offered by this job

Comprehensive benefits package

Competitive compensation including incentives

Job summary

KeyCorp is looking for a Private Client Banker in Reynoldsburg, Ohio. This role is focused on fostering client relationships and delivering tailored financial solutions to clients with up to $2M in investable assets.

The successful candidate will assist in assessing client financial needs, provide customized financial wellness recommendations, and collaborate with internal partners to ensure top-notch service. The position requires strong interpersonal skills and experience in sales and customer relationship development.

Qualifications

• Experience in developing customer relationships and achieving sales goals.
• Knowledge of sales techniques with clients including tele-consulting and prospecting.
• Interpersonal skills to build rapport quickly.

Responsibilities

• Deliver and refer appropriate financial solutions to clients.
• Build a client referral pipeline at KeyBank.
• Support branch operations and assist with transactions.

Skills

Client relationship development

Sales goals achievement

Interpersonal skills

Microsoft Office proficiency

Financial wellness advising

Education

High School Diploma or equivalent

Bachelor's Degree

Tools

MS Windows

MS Office Products

Job description

KeyCorp is looking for a Private Client Banker in Reynoldsburg, Ohio. This role is focused on fostering client relationships and delivering tailored financial solutions to clients with up to $2M in investable assets.

The successful candidate will assist in assessing client financial needs, provide customized financial wellness recommendations, and collaborate with internal partners to ensure top-notch service. The position requires strong interpersonal skills and experience in sales and customer relationship development.