Wealth-Focused Private Client Advisor

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

Benefits offered by this job

Incentive compensation

Career development opportunities

Job summary

KeyBank is seeking a Private Client Banker to build and manage client relationships within the Key Private Client Program in Stow, Ohio. This role involves delivering financial advice and solutions to clients with significant investable assets. The Banker will focus on client needs and teamwork to ensure a strong client experience.

Ideal candidates will possess strong interpersonal skills, have a background in sales, and be committed to achieving financial wellness for their clients. A high school diploma is required, while a bachelor’s degree is preferred.

Qualifications

• Experience in developing customer relationships and achieving sales goals.
• Foundational knowledge of service techniques and tele-consulting.
• Excellent time management and strong work ethic.

Responsibilities

• Deliver customized financial wellness recommendations to clients.
• Build a client referral pipeline and document calling efforts.
• Support branch operations and manage client transactions.

Skills

Client relationship management

Sales techniques

Financial advice

Interpersonal communication

Digital technology proficiency

Education

High School Diploma or equivalent

Bachelor's Degree

Tools

MS Windows

MS Office

Job description

KeyBank is seeking a Private Client Banker to build and manage client relationships within the Key Private Client Program in Stow, Ohio. This role involves delivering financial advice and solutions to clients with significant investable assets. The Banker will focus on client needs and teamwork to ensure a strong client experience.

Ideal candidates will possess strong interpersonal skills, have a background in sales, and be committed to achieving financial wellness for their clients. A high school diploma is required, while a bachelor’s degree is preferred.