Wealth Private Client Advisor

KeyCorp; Bellbrook (OH); On-site; USD 34,000 - 52,000; Full time

Job summary

KeyCorp is seeking a Private Client Banker to manage end-to-end client relationships for individuals and business clients in the Bellbrook, OH area. The PCB will plan and deliver financial solutions, gathering data, and referring appropriate services across Retail, Private Bank, Mortgage, and Business Banking.

The role emphasizes a client-centric approach, achieving sales and referral goals while maintaining compliance with bank policies.

Qualifications

• High school diploma or GED required; bachelor’s degree preferred.
• Experience in developing client relationships and achieving sales goals.
• Foundational knowledge of sales/service techniques with clients; tele-consulting and networking.

Responsibilities

• Provide effective and customized financial wellness recommendations to clients.
• Refer investment, insurance, and other financial products as needed.
• Develop and maintain relationships with branch teammates and partners to grow the client base.

Skills

Client advisory

Relationship building

Sales & referrals

Financial wellness

Education

High School Diploma or GED

Bachelor's degree (preferred)

Tools

MS Windows

Office (Word, Excel)

Digital platforms

Job description

KeyCorp is seeking a Private Client Banker to manage end-to-end client relationships for individuals and business clients in the Bellbrook, OH area. The PCB will plan and deliver financial solutions, gathering data, and referring appropriate services across Retail, Private Bank, Mortgage, and Business Banking.

The role emphasizes a client-centric approach, achieving sales and referral goals while maintaining compliance with bank policies.