Role OverviewThe Private Client Banker will focus on the entire client relationship with a plan-based approach to financial advice, delivering and referring appropriate financial solutions to KeyBank's client base.
What You Will Do
You will listen for clues for financial wellness opportunities during client conversations, provide effective and customized financial wellness recommendations, and deliver on client solutions through referring investment and insurance products.
Why It Might Be a Fit
You will build a client referral pipeline via identification and development of internal and external centers of influence, and develop and maintain an in-depth knowledge of private client products and services.
Requirements
- FINRA License S6 Upon Hire
- FINRA License S63 Upon Hire
- FINRA Security Industry Essentials (SIE) Upon Hire
- Life and Health Insurance Licenses Upon Hire
- Experience in developing current and new customer relationships, achieving sales goals and building referral sources in insurance and investment products
- Foundational knowledge of sales and service techniques with clients, including tele-consulting, outside calling, prospecting and networking
- Interpersonal interaction skills and an ability to build rapport in matter of minutes
- Demonstrated experience with influencing business partners and leveraging centers of influence
- Working knowledge of PCs (MS Windows and Office Products including Word, Excel, etc.)
- Working knowledge of digital technology (mobile, apps, web-based browsing) and ability to educate clients on digital platforms and capabilities within Key
Benefits
- Dental insurance
- Vision insurance
- Medical insurance
- 401(k) plan
- Paid time off
- Sick leave
- Holidays
- Life insurance
- Disability insurance
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