Private Client Banker - Geneseo

Keyslibraries

Geneseo, New York, US
Base: $25.00 - $38.46 ph; bonus/equity: not specif...
Client relationship management
Financial advice
Sales goals
Be a problem solver, trusted advisor, and partner to the people and businesses in KeyBank communities

Job Summary

  • Be a problem solver, trusted advisor, and partner to the people and businesses in KeyBank communities.
  • Deliver and refer appropriate financial solutions to KeyBank's client base with up to $2M in investable assets.
  • Help clients achieve confidence in their financial wellness by assessing their financial needs and offering tailored advice.

Matching Summary

Be a problem solver, trusted advisor, and partner to the people and businesses in KeyBank communities.

Salary

Base: $25.00 - $38.46 per hour; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • client relationship management
  • financial advice
  • sales goals
  • referral development
  • compliance procedures
  • digital platform expertise

Nice-to-have

  • small business interaction
  • market trend analysis
  • client rapport building

Key Requirements

  • High School Diploma or equivalent
  • Bachelor's Degree preferred
  • Experience in sales and service techniques
  • FINRA License S6
  • FINRA License S63
  • FINRA Security Industry Essentials (SIE)
  • Life and Health Insurance Licenses Upon Hire
  • Valid driver's license

Work Rights

Must have US citizenship

Tailored Resume

Cover Letter