Licensed Private Client Banker
$52,000–$79,997 year
On-siteTarrytown, New York, United States
Job Summary
Assess clients' financial needs, document data, and deliver customized financial wellness recommendations by referring appropriate investment, insurance, and lending products. Open personal and business accounts, including checking, deposits, and home equity, while building a client referral pipeline through prospecting and leveraging internal and external centers of influence. Manage client relationships with high-net-worth individuals up to $2M in assets, facilitate morning huddles and end-of-day debriefs, and support branch operations as needed. Work Saturdays as directed and operate a motor vehicle with a valid license.
Required Qualifications
- High School Diploma, GED, or equivalent experience
- Bachelor's Degree
- Experience in developing current and new customer relationships
- Experience achieving sales goals
- Experience building referral sources in insurance and investment products
- Foundational knowledge of sales and service techniques with clients
- Knowledge of tele-consulting
- Knowledge of outside calling
- Knowledge of prospecting
- Knowledge of networking
- Interpersonal interaction skills
- Ability to build rapport
- Experience influencing business partners
- Experience leveraging centers of influence
- Working knowledge of PCs (MS Windows and Office Products including Word, Excel)
- Working knowledge of digital technology (mobile, apps, web-based browsing)
- Ability to educate clients on digital platforms and capabilities within Key
- FINRA License S6
- FINRA License S63
- FINRA Security Industry Essentials (SIE)
- Life, Accident, and Health Insurance Licenses
- Valid driver's license
- Ability to routinely and frequently operate a motor vehicle
- Ability to communicate face to face and on the phone with clients
- Ability to occasionally bend and lift from floor height
- Ability to frequently forward reach
- Ability to frequently lift of 1 – 10 lbs.
- Ability to occasionally lift of up to 30 lbs.
- Ability to work on Saturdays as directed by management
Desired Qualifications
- Comfortable interacting with small business clients
- Ability to overcome objection
- Ability to ask fact-finding questions with the goal of being helpful
- Experience with influencing business partners and leveraging centers of influence
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