Private Client Banker

Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities as a Private Client Banker. Focus on the entire client relationship with a plan-based approach to financial advice.

Requirements

• Embodies a strong client experience culture
• Listen for clues for financial wellness opportunities
• Delivers on client solutions through referring of investment and insurance products
• 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
• Employ a disciplined approach to prospecting
• Develops and maintains an in-depth knowledge of private client products and services
• Opening personal and business accounts
• Developing strong partnerships with branch teammates and line of business partners
• Ensuring compliance with operational, risk, security and audit procedures and policies

Benefits

• Health insurance
• Dental insurance
• Vision insurance
• 401k plan
• Disability insurance
• Life insurance
• Paid time off
• Vacation time
• Sick leave