Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. 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.
Compensation
This position is eligible to earn a base hourly rate in the range of $25.00 - $38.46 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation which may include production, commission, and/or discretionary incentives.
Responsibilities
Listen for clues for financial wellness opportunities during client conversations and provide effective and customized financial wellness recommendations to clients
Deliver client solutions through referring of investment and insurance products
Build a client referral pipeline via identification and development of internal and external centers of influence
Develop and maintain an in-depth knowledge of private client products and services
Open personal and business accounts
Requirements
High School Diploma
GED
Bachelor's Degree
Nice to have: Bachelor's Degree
Nice to have: Comfortable interacting with small business clients
Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. 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.
Compensation
This position is eligible to earn a base hourly rate in the range of $25.00 - $38.46 per hour. Compensation for this role also includes incentive compensation which may include production, commission, and/or discretionary incentives.
Responsibilities
Deliver and refer appropriate financial solutions to KeyBank's client base with up to $2M in investable assets
Assess financial needs, gather and document client data, and offer appropriate products and services
Identify products and services to meet client needs and refer to appropriate sales professionals
Embody a strong client experience culture
Listen for clues for financial wellness opportunities and provide effective and customized financial wellness recommendations
Requirements
High School Diploma, GED, or equivalent experience
Bachelor's Degree
Nice to have: Comfortable interacting with small business clients, overcoming objection, and asking fact-finding questions
Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. Personal Bankers engage clients in deeper conversations to uncover needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts.
Compensation
This position is eligible to earn a base hourly rate in the range of $20.67 - $31.25 per hour. Compensation for this role also includes incentive compensation which may include production, commission, and/or discretionary incentives.
Responsibilities
Listen for clues for financial wellness opportunities during in-person and over the phone client conversations and provide effective and customized financial wellness recommendations to clients.
Consistently attains individual activity, behavior, and outcome goals and expectations.
Opening personal and business accounts (consumer checking, small business, various deposit products, home equity, unsecured lending, certificates of deposit, etc.).
Developing strong partnerships with branch teammates and line of business partners – focusing on client acquisition and deepening the relationship of current clients; effectively managing internal and external centers of influence.
Ensuring compliance with operational, risk, security and audit procedures and policies including appropriate documentation of client interactions.
Requirements
High School Diploma, GED or equivalent business experience
Bachelor's Degree
Nice to have: Comfortable interacting with small business clients, overcoming objection, and asking fact-finding questions
Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. Personal Bankers engage clients in deeper conversations to uncover needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts.
Compensation
This position is eligible to earn a base hourly rate in the range of $20.67 - $31.25 per hour. Compensation for this role also includes incentive compensation which may include production, commission, and/or discretionary incentives.
Responsibilities
Listen for clues for financial wellness opportunities during in-person and over the phone client conversations and provide effective and customized financial wellness recommendations to clients
Consistently attains individual activity, behavior, and outcome goals and expectations
Opening personal and business accounts (consumer checking, small business, various deposit products, home equity, unsecured lending, certificates of deposit, etc.)
Developing strong partnerships with branch teammates and line of business partners – focusing on client acquisition and deepening the relationship of current clients
Ensuring compliance with operational, risk, security and audit procedures and policies including appropriate documentation of client interactions
Requirements
High School Diploma, GED or equivalent business experience
Bachelor's Degree
Nice to have: Notary License
Nice to have: Comfortable interacting with small business clients, overcoming objection, and asking fact-finding questions
Private Client Banker (PCB) provides financial advice and product referrals to clients with up to $2M in investable assets, managing client relationships and supporting branch operations.
Compensation
This position is eligible to earn a base hourly rate in the range of $25.00 - $38.46 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation which may include production, commission, and/or discretionary incentives.
Responsibilities
Deliver and refer appropriate financial solutions to clients
Assess client financial needs and document data
Provide customized financial wellness recommendations
Build client referral pipeline and prospect
Maintain knowledge of private client products
Requirements
High School Diploma or GED
Bachelor's Degree (preferred)
Nice to have: Comfortable interacting with small business clients
Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. The Private Client Banker (PCB) focuses on the entire client relationship with a plan-based approach to financial advice.
Compensation
This position is eligible to earn a base hourly rate in the range of $25.00 - $38.46 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience, and geographic location. Compensation for this role also includes incentive compensation which may include production, commission, and/or discretionary incentives.
Responsibilities
Deliver and refer appropriate financial solutions to KeyBank's client base
Assess clients' financial needs and gather documentation
Provide customized financial wellness recommendations
Build client referral pipeline
Develop and maintain knowledge of private client products and services
Requirements
High School Diploma
GED
Bachelor's Degree
Nice to have: Comfortable interacting with small business clients
Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities, providing financial wellness support both in person and through proactive calling efforts.
Compensation
This position is eligible to earn a base hourly rate in the range of $19.23 - $28.37 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation which may include production, commission, and/or discretionary incentives.
Responsibilities
Provide client servicing and transaction support
Engage clients in deeper conversation to uncover needs
Provide financial wellness recommendations
Coordinate with branch leadership and teammates
Attend morning huddles and end-of-day debriefs
Requirements
High School Diploma GED, or equivalent business experience
Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities.
Compensation
This position is eligible to earn a base hourly rate in the range of $20.67 - $31.25 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation which may include production, commission, and/or discretionary incentives.
Responsibilities
Engage clients in deeper conversations to uncover needs and provide guidance
Open personal and business accounts
Develop strong partnerships with branch teammates and line of business partners
Ensure compliance with operational, risk, security and audit procedures
Support branch operations including assisting with client transactions on the Teller line