Private Client Banker - Hire Ahead
Core
Trusted advisor and problem solver delivering financial wellness solutions and managing client relationships for individuals and businesses with up to $2M in investable assets.
Role type
Private Client Banker (Retail Banking)
Builds
Personal and business accounts, deposit products, lending solutions, and financial wellness plans for KeyBank clients.
Domain
Banking / Financial Services
Deliverable
product features
Required skills
Client relationship management, prospecting and networking, sales goal attainment, financial needs assessment, product knowledge (deposits, lending, investments), compliance adherence, digital platform education, small business interaction.
Preferred skills
Bachelor's degree, small business client experience, objection handling, influencing business partners.
Technologies
MS Windows, Office Products (Word, Excel), digital banking platforms, mobile apps.
Responsibilities
Opening personal and business accounts, delivering customized financial wellness recommendations, building client referral pipelines, supporting branch operations and teller lines, maintaining compliance with operational and security policies.
Seniority
Individual Contributor, entry to mid-level