Private Client Banker

The Private Client Banker is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and refer appropriate financial solutions to KeyBank's client base with up to $2M in investable assets.

Requirements

• Embodies a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their day, personally, professionally, and financially.
• Listen for clues for financial wellness opportunities during client conversations and provide effective and customized financial wellness recommendations to clients;
• 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;
• Employs a disciplined approach to prospecting; documents calling efforts.
• Develops and maintains an in-depth knowledge of private client products and services, as well as knowledge of competitive products and services to ensure meaningful in-depth financial wellness conversations with clients.
• Opening personal and business accounts (consumer checking, small business, various deposit products, home equity, unsecured lending, certificates of deposit, etc.).
• Support of branch operations including assisting with client transactions on the Teller line as needed.
• Work on Saturdays as directed by management.

Benefits

• Generous Paid Time Off
• 401k Matching
• Retirement Plan