Private Client Banker - Baldwinsville
$52,000–$79,997 year
On-site · Baldwinsville, New York, United States
Job Summary
Private Client Banker at KeyBank focuses on end-to-end client relationships, providing plan-based financial advice and referrals for investment and insurance products to clients with up to $2M in investable assets. Responsibilities include listening for financial wellness opportunities, delivering customized recommendations, opening personal and business accounts, developing internal and external referral networks, maintaining in-depth knowledge of private client products, ensuring compliance, and collaborating with branch teammates and specialists to meet client needs. Requires FINRA licenses S6/S63/SIE and Life/Health licenses, strong relationship-building and prospecting skills, and the ability to guide clients toward tailored financial planning and advisory solutions.
Required Qualifications
- High School Diploma, GED, or equivalent (required) or Bachelor's Degree (preferred)
- Experience in developing current and new customer relationships, achieving sales goals and building referral sources in insurance and investment products (required)
- Foundational knowledge of sales and service techniques with clients, including tele-consulting, outside calling, prospecting and networking (required)
- Interpersonal interaction skills and an ability to build rapport in matter of minutes (required)
- Demonstrated experience with influencing business partners and leveraging centers of influence (required)
- 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)
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