Licensed Private Client Banker

Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. As a Licensed Private Client Banker, 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;
• Consistently attains individual activity, behavior, and outcome expectations.
• Builds a client referral pipeline via identification and development of internal and external centers of influence;
• 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.
• Performs other duties as assigned;

Benefits

• Generous Paid Time Off
• 401k Matching
• Retirement Plan
• Visa Sponsorship
• Four Day Work Week
• Generous Parental Leave
• Tuition Reimbursement
• Relocation Assistance