Private Client Banker
Overview
Be a problem solver trusted advisor partner to KeyBank communities. Own entire client relationship with plan-based approach to financial advice. Deliver and refer appropriate financial solutions to clients with up to $2M investable assets. Build referral pipeline and maintain strong partnerships with branch teammates.
What You'll Do9
- 1Deliver on client solutions through referring investment and insurance products
- 2Consistently attain individual activity behavior and outcome goals
- 3Develop and maintain in-depth knowledge of private client products and services
- 4Open personal and business accounts including consumer checking small business deposit products home equity unsecured lending certificates of deposit
- 5Ensure compliance with operational risk security and audit procedures
- 6Support branch operations including assisting with client transactions on teller line
- 7Participate in morning huddles and end of day debriefs
- 8Work Saturdays as directed by management
- 9Perform other duties as assigned
Requirements11
- 15+ years building ETL pipelines with Spark and Airflow
- 2Foundational knowledge of sales and service techniques with clients
- 3Comfortable interacting with small business clients overcome objections ask fact-finding questions
- 4Interpersonal interaction skills ability to build rapport
- 5Demonstrated experience influencing business partners leveraging centers of influence
- 6Working knowledge of PCs MS Windows and Office Products
- 7Working knowledge of digital technology mobile apps web-based browsing ability to educate clients
- 8FINRA License S6
- 9FINRA License S63
- 10FINRA Security Industry Essentials SIE
- 11Life and Health Insurance Licenses Upon Hire
Salary Insight
Salary not disclosed in listing
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