Private Banker

Job Description:Private Banker

The Private Banker, an essential component of the branch team, is dedicated to acquiring new clients, strengthening current relationships, and aiding clients in building trust to achieve their financial goals. This role requires a strong commitment to customer service, a keen interest in sales, exceptional communication abilities, and the capacity to work effectively as part of a team. KeyBank takes pride in helping clients progress in their financial endeavors, ensuring a banking experience that reflects a dedication to going above and beyond for their clients.

Responsibilities:

• Embarks on the journey of promoting a customer-centric ethos that underscores the significance of being fully present and invested in every interaction with clients and team members, recognizing the potential to make a positive impact on their personal, professional, and financial well-being.
• Listen actively for indications of financial wellness challenges during client discussions and offer personalized recommendations to help clients address these challenges and enhance their financial well-being.
• Shows persistent success in meeting individual expectations related to tasks, behavior, and results.
• Initiating personal and business banking partnerships, incorporating consumer checking services, small business financial solutions, diverse deposit offerings, home equity loans, unsecured credit options, and certificate of deposit investments.
• Building effective partnerships with branch team members and business partners to drive customer growth and enhance relationships with current clients, skillfully managing sources of influence both within and outside the organization.
• Upholding operational, risk, security, and audit procedures and policies, including detailed documentation of client engagements.
• Assisting with client transactions on the Teller line is essential for the smooth functioning of branch operations.
• Attend morning stand-ups and, now and then, guide end-of-day reflections.
• Required to fulfill alternative responsibilities as instructed; obligations, roles, or activities could be modified, or fresh ones may be given without advance notice.
• Demonstrates commitment to upholding all KeyBank policies and procedures, which involve conducting oneself professionally, adhering to ethical business standards, avoiding any conflicts of interest, and prioritizing the welfare of Key and its clients.

Education Qualifications:

• Business experience equivalent to a high school diploma or GED is mandatory
• Bachelor's Degree (preferred)

Experience Qualifications:

• A minimum of 12 months of involvement in developing current and potential customer relationships, achieving sales targets, and establishing referral sources is a crucial requirement. Putting emphasis on sales experience rather than financial services knowledge is paramount for this position at KeyBank. Although KeyBank offers support and training, they are specifically searching for relationship builders who possess a curious disposition and excel at starting conversations to create meaningful connections. (required)
• Credit reports offer a detailed account of an individual's credit history, including credit accounts, payment history, and outstanding debts. Lenders use this information to evaluate a consumer's creditworthiness and assess the risk of lending to them
• Basic familiarity with sales and customer service approaches during client engagements, covering tele-consultations, cold calling, lead generation, and establishing professional relationships. (necessitated)
• Capable of interacting smoothly with small business customers, overcoming obstacles, and engaging in purposeful discussions to gather necessary information and assist them
• Proven capability in influencing business partners and leveraging centers of influence is necessary for this position, given the requirement to significantly influence partners like Key Investment Services, Mortgage, and Business Banking sales professionals. (compelled)
• Required qualifications include a solid understanding of PCs, with expertise in MS Windows and Office applications like Word and Excel
• Key qualifications include familiarity with digital technology (mobile applications, devices, and web browsing) and the skill to teach customers about the digital platforms and features within Key

Tactical Skills:

• Shows expertise in understanding the client's accounts and relationship with the financial institution and demonstrates good judgment in customer interactions and financial transactions
• Proven skill in achieving sales and referral targets by utilizing scheduled meetings and meaningful discussions to suggest products or services aligned with customers' financial health objectives, making use of generated leads, spontaneous visits, and networking connections
• Showing a diligent attitude towards work and maintaining a strong sense of integrity
• Exceptional skill in handling and prioritizing tasks within a set timeframe

Physical Demands:

• Prolonged standing
• Consistent use of hands for managing items
• Demonstrating the capability to express ideas with clarity both in personal conversations and during phone calls
• Sporadic occurrences of crouching and raising objects from ground level
• Frequent forward reaching
• Frequently performing tasks that involve lifting 1-10-pound items; occasionally dealing with objects weighing up to 30 pounds.

Apply Now