Prospecting and networking to build referral pipeline
Delivering investment and insurance product referrals
Opening personal and business accounts
KeyBank is seeking a Licensed Private Client Banker in Middletown, New York, to serve as a trusted advisor for clients with up to $2 million in investable assets. The role focuses on client relationship management, offering tailored financial solutions, and achieving sales goals
Job Summary
The Private Client Banker serves as a trusted advisor and problem solver to help clients achieve confidence in their financial wellness.
This role requires delivering customized financial solutions by referring appropriate investment, insurance, and banking products to KeyBank's client base.
Compensation includes a base hourly rate ranging from $25.00 to $38.46 plus incentive compensation such as production commissions.
Matching Summary
Match Score: 85
KeyBank is seeking a Licensed Private Client Banker in Middletown, New York, to serve as a trusted advisor for clients with up to $2 million in investable assets. The role focuses on client relationship management, offering tailored financial solutions, and achieving sales goals.
Salary
Base: $25.00 - $38.46 per hour; Bonus/Equity: Incentive compensation including production, commission, and discretionary incentives; Benefits: Eligible for standard KeyBank benefits package
Skills & Requirements
Must-have
Prospecting and networking to build referral pipeline
Delivering investment and insurance product referrals
Opening personal and business accounts
Assessing client financial needs and wellness goals
Compliance with operational risk and security procedures
Nice-to-have
Strong interpersonal rapport building skills
Comfortable interacting with small business clients
Ability to educate clients on digital platforms
High level of integrity and work ethic
Expert advice on retirement planning and tax optimization
Key Requirements
FINRA License S6 required upon hire
FINRA License S63 required upon hire
Life and Health Insurance Licenses required upon hire
Experience developing customer relationships and achieving sales goals