Private Client Banker

Private Client Banker at Key Bank

Location:

9861 Montgomery Road, Cincinnati, Ohio 45242

As a Private Client Banker (PCB) you will be a trusted advisor and partner to people and businesses in the Key Bank community, focusing on the entire client relationship with a plan‑based approach to financial advice. You will deliver and refer appropriate financial solutions to clients with up to $2 M in investable assets, assess their needs, gather and document client data, and offer products and services that align with their goals.

We aim to help clients move forward in their financial journey and take pride in serving them with dedication.

• Embodies a strong client experience culture, meeting with clients and teammates and understanding their personal, professional, and financial impact.
• Identifies financial wellness opportunities during conversations and provides customized recommendations, including investments and insurance products.
• Consistently achieves individual activity, behavior, and outcome goals.
• Builds a client referral pipeline through identification, development of internal and external centers of influence; employs disciplined prospecting and documents calls.
• Maintains in‑depth knowledge of private client products and competitive offerings to conduct meaningful financial conversations.
• Opens personal and business accounts (checking, savings, small‑business, deposit products, home equity, unsecured lending, certificates, etc.).
• Develops partnerships with branch teammates and line‑of‑business partners through in‑person meetings, focusing on acquisition and deepening existing relationships.
• Ensures compliance with operational, risk, security, and audit procedures, including appropriate documentation of client interactions.
• Supports branch operations, assisting with Teller line transactions as needed.
• Participates in and occasionally facilitates morning huddles and end‑of‑day debriefs.
• Works Saturdays as directed by management.
• Performs additional duties as assigned; responsibilities may change with or without notice.
• Complies with all Key Bank policies and procedures, conducting business ethically and in the best interest of clients and the bank.

• High School Diploma, GED, or equivalent experience (required).
• Bachelor’s Degree (preferred).

• Experience developing and nurturing customer relationships, achieving sales goals, and building referral sources for insurance and investment products (required).
• Foundational knowledge of sales and service techniques, including tele‑consulting, outside calling, prospecting, and networking (required).
• Comfortable interacting with small‑business clients, overcoming objections, and asking fact‑finding questions (preferred).
• Excellent interpersonal skills and rapid rapport building (required).
• Demonstrated experience influencing partner professionals and leveraging centers of influence, such as Key Investment Services, Mortgage, and Business Banking (required).
• Proficiency with PCs (Windows, Office, Word, Excel, etc.) (required).
• Knowledge of digital technology (mobile, apps, web) and ability to educate clients (required).

• FINRA License S6 upon hire (required).
• FINRA License S63 upon hire (required).
• FINRA Security Industry Essentials (SIE) upon hire (required).
• Life and Health Insurance Licenses upon hire (required).

• Knowledgeable about client accounts and business, using sound judgment in transactions.
• Ability to attain sales and referral goals through appointments and quality conversations.
• Strong work ethic and high integrity.
• Excellent time‑management skills.
• Expert advice on investment strategies, retirement planning, and tax optimization.
• Building and nurturing long‑term client relationships.
• Evaluating overall financial health and providing tailored advice.
• Active prospecting and networking for new client relationships.
• Maintaining strong relationships with high‑net‑worth clients.
• Keeping up with market trends and conditions.

• All Key Bank employees demonstrate Key’s values and abide by its code of conduct.

• Consumer Retail:
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