Not specified (assumed in-branch based on job functions).
Developing customer relationships
Achieving sales goals
Building referral sources
KeyBank is seeking a Private Client Banker in Toledo, Ohio, to provide financial advice and solutions to clients with investable assets up to $2 million. The role emphasizes building relationships, understanding client needs, and delivering tailored financial products while maintaining compliance and operational standards
Job Summary
The Private Client Banker serves as a trusted advisor to clients with up to $2M in investable assets, focusing on financial wellness through a plan-based approach.
This role requires identifying appropriate financial solutions and referring clients to specialized professionals in Investment Services, Private Bank, Mortgage, or Business Banking.
Candidates must possess strong interpersonal skills to build rapport quickly and maintain long-term relationships while adhering to all compliance and operational policies.
Matching Summary
Match Score: 85
KeyBank is seeking a Private Client Banker in Toledo, Ohio, to provide financial advice and solutions to clients with investable assets up to $2 million. The role emphasizes building relationships, understanding client needs, and delivering tailored financial products while maintaining compliance and operational standards.
Salary
Base: $25.00 - $38.46 per hour; Incentive: Production, commission, and discretionary incentives available; Benefits: Eligible for standard KeyBank benefits package
Skills & Requirements
Must-have
developing customer relationships
achieving sales goals
building referral sources
insurance and investment products knowledge
prospect networking skills
Nice-to-have
small business client interaction
overcoming objections
fact-finding questions
rapport building in minutes
influencing business partners
Key Requirements
High School Diploma or Bachelor's Degree preferred
FINRA S6 License required upon hire
FINRA S63 License required upon hire
SIE License required upon hire
Life and Health Insurance Licenses required upon hire
Experience in insurance and investment product sales