Private Client Banker
$52,000–$79,997 year
On-site · Hamden, Connecticut, United States
Job Summary
Private Client Banker focused on the entire client relationship within KeyBank's Private Client Program. Provides plan-based financial advice, delivers appropriate financial solutions or referrals to investment and insurance products, opens consumer and business accounts, and collaborates with branch teammates and specialists to deepen client relationships. Must build a robust client-referral pipeline, prospect via appointments and networking, stay informed on private client products, and ensure compliance with policies. The role involves delivering personalized financial wellness conversations, staying current on market trends, and guiding clients toward financial goals through tailored planning and coordinated referrals. Local to Hamden, CT, with in-branch responsibilities and in-person client interactions, including Saturday work as directed. Licenses and certifications required at hire include FINRA S6, S63, SIE, and Life & Health Insurance licenses. Compensation includes base hourly pay with potential incentives and commissions; benefits provided.
Required Qualifications
- High School Diploma, GED, or equivalent experience (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 with ability to build rapport in minutes (required)
- Demonstrated experience with influencing business partners and leveraging centers of influence (required)
- Working knowledge of PCs (MS Windows and Office) (required)
- Working knowledge of digital technology (mobile, apps, web-based) and ability to educate clients on digital platforms (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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