Private Client Wealth Advisor

KeyBank; Storrs (CT); On-site; USD 34,440 - 52,982; Full time

Benefits offered by this job

Competitive compensation

Incentive compensation

Benefits available

Job summary

KeyBank in Storrs, Connecticut is looking for a Private Client Banker to enhance client financial wellness through tailored advice and services. The role requires strong client relationship management, knowledge of banking products, and achieving sales goals. Candidates should possess customer service experience, preferably with a Bachelor's Degree. KeyBank offers competitive compensation ranging from $25.00 to $38.46 per hour, based on skills and experience. Benefits information is also available.

Qualifications

• Required to have FINRA License S6, S63, and Security Industry Essentials.
• Experience in customer relationship development and achieving sales goals required.
• Comfortable interacting with both individual and small business clients.

Responsibilities

• Deliver a strong client experience by listening and providing customized financial solutions.
• Build and maintain client relationships while meeting financial wellness goals.
• Support branch operations and assist clients with transactions as needed.

Skills

Client relationship management

Sales strategies

Financial advice provision

Interpersonal skills

Time management

Education

High School Diploma or GED

Bachelor's Degree

Tools

MS Windows

MS Office

Job description

KeyBank in Storrs, Connecticut is looking for a Private Client Banker to enhance client financial wellness through tailored advice and services. The role requires strong client relationship management, knowledge of banking products, and achieving sales goals. Candidates should possess customer service experience, preferably with a Bachelor's Degree. KeyBank offers competitive compensation ranging from $25.00 to $38.46 per hour, based on skills and experience. Benefits information is also available.