Private Client Banker - Independence

KeyBank

Independence, Ohio, US
Base: $25.00 - $38.46 ph; bonus/equity: incentive ...
Client relationship management
Financial wellness advice
Sales and service techniques
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

Job Summary

  • 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.
  • As a PCB, you will deliver and refer appropriate financial solutions to KeyBank's client base with up to $2M in investable assets.
  • KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture.

Matching Summary

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.

Salary

Base: $25.00 - $38.46 per hour; Bonus/Equity: Incentive compensation which may include production, commission, and/or discretionary incentives; Benefits: Eligible for benefits

Skills & Requirements

Must-have

  • Client relationship management
  • Financial wellness advice
  • Sales and service techniques
  • Prospecting and networking
  • Leveraging centers of influence

Nice-to-have

  • Problem solver
  • Trusted advisor
  • Building rapport quickly
  • Ethical business conduct

Key Requirements

  • High School Diploma or GED
  • 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 developing customer relationships
  • Experience achieving sales goals
  • Experience building referral sources

Work Rights

Not specified

Tailored Resume

Cover Letter