Private Client Banker

KeyBank

Imperial, Pennsylvania, United States
Base: $25.00 - $38.46 ph; bonus/equity: incentive ...
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Developing customer relationships
Achieving sales goals
Building referral sources
** KeyBank is seeking a Private Client Banker in Imperial, Pennsylvania, who will serve as a trusted advisor to clients with investable assets up to $2M. The role focuses on delivering personalized financial solutions, fostering client relationships, and achieving sales goals while adhering to compliance and operational policies. **

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 lending products to specialized teams.
  • Candidates must possess strong interpersonal skills to build rapport quickly and maintain long-term relationships with high-net-worth clients.

Matching Summary

Match Score: 75

** KeyBank is seeking a Private Client Banker in Imperial, Pennsylvania, who will serve as a trusted advisor to clients with investable assets up to $2M. The role focuses on delivering personalized financial solutions, fostering client relationships, and achieving sales goals while adhering to compliance and operational policies. **

Salary

Base: $25.00 - $38.46 per hour; Bonus/Equity: Incentive compensation including production, commission, and discretionary incentives; Benefits: Eligible for KeyBank benefits package

Skills & Requirements

Must-have

  • developing customer relationships
  • achieving sales goals
  • building referral sources
  • prospect and networking skills
  • influencing business partners

Nice-to-have

  • overcoming objections with clients
  • fact-finding question techniques
  • rapport building in minutes
  • small business client interaction

Key Requirements

  • High School Diploma or GED (Bachelor's preferred)
  • 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 in sales and service techniques

Work Rights

Not specified

Tailored Resume

Cover Letter