Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice.
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 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.).
- Developing strong partnerships with branch teammates and line of business partners – focusing on client acquisition and deepening the relationship of current clients;
- Ensuring compliance with operational, risk, security and audit procedures and policies including appropriate documentation of client interactions.
- Support of branch operations including assisting with client transactions on the Teller line as needed.
- Participate in and occasionally facilitate morning huddles and end of day debriefs
- Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
Benefits
- 401k Matching
- Generous Paid Time Off
- Retirement Plan
- Visa Sponsorship
- Four Day Work Week
- Generous Parental Leave
- Tuition Reimbursement
- Relocation Assistance
