Private Client Banker - North Arlington Branch
Location: 1933 W Henderson - Upper Arlington, Ohio 43220
Job Summary
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 KeyBank'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.
Responsibilities
- Embodies a strong client experience culture.
- Listen for clues for financial wellness opportunities during client conversations and provide effective and customized financial wellness recommendations.
- Consistently attains individual activity, behavior, and outcome expectations.
- Builds a client referral pipeline via identification and development of internal and external centers of influence.
- Develops and maintains an in-depth knowledge of private client products and services.
- Opening personal and business accounts.
- Developing strong partnerships with branch teammates and line of business partners.
- Ensuring compliance with operational, risk, security and audit procedures.
- Support of branch operations including assisting with client transactions on the Teller line as needed.
- Participate in and occasionally facilitate morning huddles and end of day debriefs.
- Performs other duties as assigned.
- Complies with all KeyBank policies and procedures.
Education Qualifications
- High School Diploma, GED, or equivalent experience (required).
- Bachelor's Degree (preferred).
Experience Qualifications
- Experience in developing current and new customer relationships and achieving sales goals (required).
- Foundational knowledge of sales and service techniques (required).
- Comfortable interacting with small business clients (preferred).
- Interpersonal interaction skills (required).
- Demonstrated experience with influencing business partners (required).
- Working knowledge of PCs and digital technology (required).
Licenses and Certifications
- 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).
Tactical Skills
- Knowledgeable about client accounts and business with the bank.
- Demonstrated ability to attain sales and referral goals.
- Strong work ethic and high level of integrity.
- Excellent Time management skills.
Personal Skills
- Adaptability.
- Collaboration.
- Critical Thinking.
- Decision Making.
- Emotional Intelligence.
Practical Skills
- Business Acumen.
- Oral & Written Communication.
- Risk Management.
- Storytelling.
- Change Navigation.
Core Competencies
- All KeyBank employees are expected to demonstrate Key’s Values and sustain proficiency in identified Leadership Competencies.
Physical Demands
- Consumer Retail - Prolonged Standing (5-8 hours per day).
Driving Requirements
- Ability to routinely and frequently operate a motor vehicle with a valid driver's license.
KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to building a diverse, equitable and inclusive culture.
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