Wealth Advisor — Private Client Banker

KeyBank; Town of De Witt (NY); On-site; USD 52,000 - 80,000; Full time

Job summary

KeyBank is hiring a Private Client Banker to manage and grow relationships with individuals and small businesses, offering tailored financial wellness advice and referrals to investment, insurance, mortgage and business banking products. The PCB will assess client needs, document data, and coordinate with other specialists to deliver comprehensive solutions.

The role emphasizes building trust, expanding client referrals, and maintaining compliance with risk and audit policies while supporting

Qualifications

• High School Diploma, GED, or equivalent experience (required) or
• Bachelor's Degree (preferred)
• OR equivalent experience (required)
• Experience in developing current and new customer relationships, achieving sales goals and building referral sources in insurance and investment products. (required)
• Foundational knowledge of sales and service techniques with clients, including tele-consulting, outside calling, prospecting and networking. (required)
• Interpersonal interaction skills and an ability to build rapport in matter of minutes is vital. (required)

Responsibilities

• Consistently attains individual activity, behavior, and outcome goals and expectations.
• Builds a client referral pipeline via identification and development of internal and external centers of influence; Employs a disciplined approach to prospecting; documents calling efforts.
• Opening personal and business accounts (consumer checking, small business, various deposit products, home equity, unsecured lending, certificates of deposit, etc.).
• Developing strong partnerships with branch teammates and line of business partners through in-person meetings- focusing on client acquisition and deepening the relationship of current clients; effectively managing internal and external centers of influence.

Skills

Client relationship management

Sales and referrals

Financial wellness advice

MS Windows and Office

Education

High School Diploma

Bachelor's Degree (preferred)

OR equivalent experience (required)

Tools

MS Office

Word

Excel

Job description

KeyBank is hiring a Private Client Banker to manage and grow relationships with individuals and small businesses, offering tailored financial wellness advice and referrals to investment, insurance, mortgage and business banking products. The PCB will assess client needs, document data, and coordinate with other specialists to deliver comprehensive solutions.

The role emphasizes building trust, expanding client referrals, and maintaining compliance with risk and audit policies while supporting