Investment Banker

Investment Banker

Job Description:

In the branch team, the Investment Banker plays a crucial role by concentrating on alluring new customers, intensifying ongoing relationships, and assisting clients in establishing faith in accomplishing their financial targets. This specific job requires a mindset that prioritizes the client, a strong motivation for sales, outstanding communication skills, and the capacity to collaborate effectively with colleagues. KeyBank values aiding clients in advancing their financial goals and delivering banking services that showcase an unwavering commitment to their satisfaction.

Responsibilities:

• Advocates for the establishment of a vibrant client-centric environment that hinges on active engagement and a profound awareness of how our actions can profoundly influence the lives of others, whether on a personal, professional, or financial scale.
• Pay close attention to client interactions to identify opportunities for promoting financial wellness and provide tailored suggestions to help clients improve their overall financial health.
• Demonstrates unwavering consistency in meeting individual performance and behavior standards.
• 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.
• Nurturing strong partnerships with branch teammates and business counterparts to drive client acquisition and strengthen connections with current clients, adeptly managing centers of influence both internally and externally.
• Following operational, risk, security, and audit protocols and policies, including proper documentation of client interactions.
• Providing assistance to branch operations includes helping with client transactions on the Teller line.
• Be part of and at times facilitate morning catch-ups and evening retrospectives.
• Expected to carry out any other duties as delegated; roles, tasks, or responsibilities may be adjusted, or new ones may be allocated without prior warning.
• Manifests adherence to all KeyBank policies and procedures by consistently acting professionally, conducting business ethically, preventing conflicts of interest, and prioritizing the interests of Key and its clients.

Education Qualifications:

• A high school diploma, GED, or comparable work background is necessary
• Bachelor's Degree (preferred)

Experience Qualifications:

• A minimum of 12-month experience in developing current and future customer relationships, achieving sales targets, and establishing referral networks is a key criterion. Emphasizing sales experience over financial services expertise holds more weight for this opportunity at KeyBank. While KeyBank offers training and support, they specifically seek individuals who excel at relationship building, exhibit innate curiosity, and are skilled at sparking meaningful conversations to excel in their role as relationship builders. (obligatory)
• Understanding consumer credit involves grasping the loan-to-value ratio, which is a measure of the loan amount in relation to the value of the collateral. This ratio helps lenders assess the risk associated with a loan and determine the appropriate terms
• Primary understanding of sales and service practices for client interactions, including tele-advisory services, outbound calls, prospect identification, and networking activities. (required)
• Capable of interacting smoothly with small business customers, overcoming obstacles, and engaging in purposeful discussions to gather necessary information and assist them
• Established expertise in influencing business partners and tapping into influential networks is vital for this position, as it involves substantial impact on partners like Key Investment Services, Mortgage, and Business Banking sales personnel. (required)
• Necessary qualifications involve a practical understanding of PCs, especially in MS Windows and Office software such as Word and Excel
• Essential skills encompass expertise in digital technology (mobile, apps, web browsing) and the proficiency to educate clients about the digital platforms and capabilities within Key

Tactical Skills:

• Demonstrates knowledge of the client's accounts and banking relationships and exercises discretion when engaging with customers and conducting financial transactions
• Evidenced capability in reaching sales and referral milestones through arranged appointments and insightful interactions that lead to suggestions supporting clients' financial wellness aims, utilizing lead lists from the system, walk-in clients, and established business contacts
• Showing a diligent attitude towards work and maintaining a strong sense of integrity
• Impressive ability to effectively manage one's time

Physical Demands:

• Prolonged standing
• Repetitive use of hands for manipulating objects
• Proficiency in conveying messages clearly through both face-to-face communication and telephone conversations
• Periodic requirement to lower oneself and handle objects at floor level
• Frequent forward reaching
• Often handling objects weighing from 1 to 10 pounds; occasionally encountering items of up to 30 pounds in weight.

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