Private Client Banker - Independence

KeyCorp

Independence, Ohio, US
Base: $25.00 - $38.46 ph; incentive: production, c...
Developing customer relationships
Achieving sales goals
Building referral sources
The Private Client Banker serves as a trusted advisor to help clients achieve financial wellness through a plan-based approach

Job Summary

  • The Private Client Banker serves as a trusted advisor to help clients achieve financial wellness through a plan-based approach.
  • This role requires identifying appropriate financial solutions and referring investment, insurance, and banking products to meet client needs.
  • Candidates must possess strong interpersonal skills to build rapport quickly and maintain long-term relationships with high-net-worth clients.

Matching Summary

The Private Client Banker serves as a trusted advisor to help clients achieve financial wellness through a plan-based approach.

Salary

Base: $25.00 - $38.46 per hour; Incentive: Production, commission, and discretionary incentives; Benefits: Eligible for KeyBank benefits package

Skills & Requirements

Must-have

  • developing customer relationships
  • achieving sales goals
  • building referral sources
  • investment and insurance products
  • prospect and networking skills

Nice-to-have

  • overcoming client objections
  • fact-finding questioning techniques
  • rapport building in minutes
  • influencing business partners
  • digital platform education

Key Requirements

  • High School Diploma or Bachelor's Degree preferred
  • FINRA License S6 required upon hire
  • FINRA License S63 required upon hire
  • SIE (Security Industry Essentials) required upon hire
  • Life and Health Insurance Licenses required upon hire
  • Experience in sales and service techniques required

Work Rights

Not specified

Tailored Resume

Cover Letter