Private Client Banker

Location

333 Freeport Street - New Kensington, Pennsylvania 15068

Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank 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. As a PCB, you will deliver and refer appropriate financial solutions to Key Bank’s client base with up to $2M in investable assets.

The PCB helps new and existing clients achieve confidence in their financial wellness by assessing their financial needs, gathering and documenting client data, and offering appropriate products and services. PCBs identify products and services to meet client needs and refer to appropriate sales professionals in Retail, Key Investment Services, Private Bank, Mortgage or Business Banking.

• Embodies a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their day, personally, professionally, and financially.
• Listen for clues for financial wellness opportunities during client conversations and provide effective and customized financial wellness recommendations to clients.
• Delivers on client solutions through referring of investment and insurance products.
• Consistently attains individual activity, behavior, and outcome goals and expectations.
• Builds a client referral pipeline via identification and development of internal and external centers of influence; employs a disciplined approach to prospecting; documents calling efforts.
• Develops and maintains in-depth knowledge of private client products and services and of competitive products to ensure meaningful in-depth financial wellness conversations.
• Opens personal and business accounts (consumer checking, small business, various deposit products, home equity, unsecured lending, certificates of deposit, etc.).
• Develops strong partnerships with branch teammates and line of business partners through in-person meetings, focusing on client acquisition and deepening relationships of current clients; effectively manages internal and external centers of influence.
• Ensures compliance with operational, risk, security, and audit procedures and policies including appropriate documentation of client interactions.
• Supports branch operations including assisting with client transactions on the Teller line as needed.
• Participates in and occasionally facilitates in-person morning huddles and end-of-day debriefs.
• Works on Saturdays as directed by management.
• Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice.
• Complies with all Key Bank policies and procedures, acting professionally, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients.

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

• Experience in developing current and new customer relationships, achieving sales goals, and building referral sources in insurance and investment products (required)
• Foundational knowledge of sales and service techniques with clients, including tele-consulting, outside calling, prospecting and networking (required)
• Comfortable interacting with small business clients, overcoming objections, and asking fact-finding questions with the goal of being helpful (preferred)
• Interpersonal interaction skills and ability to build rapport in a matter of minutes (required)
• Demonstrated experience with influencing business partners and leveraging centers of influence; significant influence of partners such as Key Investment Services, Mortgage and Business Banking sales professionals (required)
• Working knowledge of PCs (MS Windows and Office Products including Word, Excel, etc.) (required)
• Working knowledge of digital technology (mobile, apps, web-based browsing) and ability to educate clients on digital platforms and capabilities within Key (required)

• FINRA License S6 – Upon Hire (required)
• FINRA License S63 –…