Private Client Banker - Imperial Branch

KeyCorp • Imperial, PA, United States • $200k - $250k / year • 3w ago

Private Client Banker - Imperial Branch

Location: 100 West Allegheny Road - Imperial, Pennsylvania 15126

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. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey.

Responsibilities

Embodies a strong client experience culture, being present with every client and teammate.
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, achieving sales goals and building referral sources (required).
Foundational knowledge of sales and service techniques with clients (required).
Comfortable interacting with small business clients (preferred).
Interpersonal interaction skills and an ability to build rapport (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 the client’s 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.

Physical Demands

Prolonged Standing, frequent use of hands, ability to communicate face to face and on the phone with clients.

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. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or other protected category.

Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.

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