Keybank
Banking
LicensedPrivateClientBanker
Neural analysis suggests this role is
optimal for Mid candidates.
“Licensed Private Client Banker at Keybank. Skills: client relationship management, financial planning, sales goal attainment. Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. Deliver and refer appropriate financial solutions to KeyBank's client base with up to $2M in investable assets. Assess client needs, gather and document client data, and offer appropriate products and services. Identify products and services to meet client needs and ”
What You'll Achieve.
Consistently attains individual activity, behavior, and outcome goals and expectations.
Industry & Context.
lead generation; objection handling; financial wellness
Ability to routinely and frequently operate a motor vehicle with a valid driver's license. Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 – 10 lbs. , occasional lifting of up to 30 lbs.
What They're Looking For.
Must Have
Experience in developing current and new customer relationships, achieving sales goals and building referral sources in insurance and investment products. Foundational knowledge of sales and service techniques with clients, including tele-consulting, outside calling, prospecting and networking. Interpersonal interaction skills and an ability to build rapport in matter of minutes is vital. Demonstrated experience with influencing business partners and leveraging centers of influence. Working knowledge of PCs (MS Windows and Office Products including Word, Excel, etc.). Working knowledge of digital technology (mobile, apps, web-based browsing) and ability to educate clients on digital platforms and capabilities within Key.
Nice to Have
Comfortable interacting with small business clients, overcoming objection, and asking fact-finding questions with the goal of being helpful. Bachelor's Degree.
What You'll Do.
Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities.
Deliver and refer appropriate financial solutions to KeyBank's client base with up to $2M in investable assets.
Assess client needs, gather and document client data, and offer appropriate products and services.
Identify products and services to meet client needs and refer to appropriate sales professionals.
Embody a client experience culture.
Listen for clues for financial wellness opportunities during client conversations and provide effective and customized financial wellness recommendations.
Consistently attain individual activity, behavior, and outcome goals and expectations.
Build a client referral pipeline.
Employ a disciplined approach to document calling efforts.
Develop and maintain in-depth knowledge of private client products and services, as well as knowledge of competitive products and services.
Open personal and business accounts.
Develop partnerships with branch teammates and line of business partners.
Ensure compliance with operational, risk, security and audit procedures and policies.
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.
How You'll Work.
Team & Collaboration
Developing partnerships with branch teammates and line of business partners through in-person meetings– focusing on client acquisition and deepening the relationship of current effectively managing internal and external centers of influence.
Communication Scope
executive presentations; proposal writing; demo delivery
Full Job Description
**Location:** 342 Third Street - Mcminnville, Oregon 97128 **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 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. At KeyBank, we believe it's 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
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