Licensed Private Client Banker

Location :

163 Providence Street - Putnam Connecticut 06260

Job Summary

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. As a PCB you will deliver and refer appropriate financial solutions to KeyBanks 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. At KeyBank we believe its our opportunity and our privilege to help our clients move forward in their financial journey. We take pride in serving our clients and making them feel that no bank will fight harder for them.

Essential Functions

• 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 an in-depth knowledge of private client products and services as well as knowledge of competitive products and services to ensure meaningful in-depth financial wellness conversations with clients.
• 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 through in-person meetings 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.
• Support of branch operations including assisting with client transactions on the Teller line as needed.
• Participate in and occasionally facilitate in-person morning huddles and end of day debriefs.
• Work 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 KeyBank policies and procedures including without limitation acting professionally at all times conducting business ethically avoiding conflicts of interest and acting in the best interests of Keys clients and Key.

Education

Work Experience

Licenses and Certifications

Skills

Core Competencies

Physical Demands

Driving Requirements

Work Location Category

COMPENSATION AND BENEFITS

This position is eligible to earn a base hourly rate in the range of $24.52 - $37.50 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 subject to individual and company performance.

Please click here for a list of benefits for which this position is eligible.

Job Posting Expiration Date : 12 / 19 / 2025 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race color religion sex sexual orientation gender identity national origin age genetic information pregnancy disability veteran status or any other characteristic protected by law.

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

Key Skills

Sales Experience,Presentation Skills,Financial Services,Customer Service,Financial Acumen,Fraud,Math,Military Experience,Banking,Upselling,Cash Handling,RMF

Employment Type : Full-Time

Experience : years

Vacancy : 1

Hourly Salary Salary : 24 - 37