Keybank
LicensingPrivateClientBanker
“Licensing Private Client Banker at Keybank. Skills: Client relationship management, Financial advice, Sales. Embody client experience culture. Listen for financial wellness opportunities”
What You'll Achieve.
Consistently attains individual activity, behavior, and outcome goals and expectations.; Achieving sales goals
Industry & Context.
Problem solver; Sound judgment with clients and transactions
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, 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, as this role will require significant influence of partners such as Key Investment Services, Mortgage and Business Banking sales professionals., 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., FINRA License S6 Upon Hire, FINRA License S63 Upon Hire, FINRA Security Industry Essentials (SIE) Upon Hire, Life and Health Insurance Licenses Upon Hire
Nice to Have
Bachelor's Degree, Comfortable interacting with small business clients, overcoming objection, and asking fact-finding questions with the goal of being helpful.
What You'll Do.
Embody client experience culture
Listen for financial wellness opportunities
Provide customized financial wellness recommendations
Deliver client solutions through referrals
Attain individual activity
Build client referral pipeline
Employ disciplined approach to document calling efforts
Develop and maintain in-depth knowledge of private client products
Open personal and business accounts
Develop partnerships with branch teammates
Manage internal and external centers of influence
Ensure compliance with operational
security and audit procedures
Support branch operations
Participate in morning huddles and debriefs
Perform other duties as assigned
Comply with all KeyBank policies and procedures
How You'll Work.
Team & Collaboration
Develop partnerships with branch teammates and line of business partners; Influence business partners
Communication Scope
Ability to communicate face to face and on the phone with clients
Applying for this Licensing Private Client Banker role?
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