Private Client Banker
Company: KeyCorp
Location: Seattle
Posted on: May 29, 2023
Job Description:
Location:1700 N 45th Street - Seattle, Washington 98103Job
Summary
Be a problem solver, trusted advisor, and partner to the people and
businesses in our Key Bank communities. The Private Client Banker
(PCB) is part of the Key Private Client Program and will focus on
the entire client relationship with a plan-based approach to
financial advice. As a PCB, you will deliver and refer appropriate
financial solutions to KeyBank's client base with up to $2M in
investable assets. The PCB helps new and existing clients achieve
confidence in their financial wellness by assessing their financial
needs, gathering and documenting client data, and offering
appropriate products and services. PCBs identify products and
services to meet client needs and refer to appropriate sales
professionals in Retail, Key Investment Services, Private Bank,
Mortgage or Business Banking. At KeyBank, we believe it's our
opportunity and our privilege to help our clients move forward in
their financial journey. We take pride in serving our clients and
making them feel that no bank will fight harder for them.
Responsibilities
- Embodies a strong client experience culture, being present with
every client and teammate and realizing the impact we can have on
their day, personally, professionally, and financially.
- Listen for clues for financial wellness opportunities during
client conversations and provide effective and customized financial
wellness recommendations to clients; Delivers on client solutions
through referring of investment and insurance products
- Consistently attains individual activity, behavior, and outcome
expectations.
- Builds a client referral pipeline via identification and
development of internal and external centers of influence; Employs
a disciplined approach to prospecting; documents calling
efforts.
- Develops and maintains an in-depth knowledge of private client
products and services, as well as knowledge of competitive products
and services to ensure meaningful in-depth financial wellness
conversations with clients
- Opening personal and business accounts (consumer checking,
small business, various deposit products, home equity, unsecured
lending, certificates of deposit, etc.).
- Developing strong partnerships with branch teammates and line
of business partners - focusing on client acquisition and deepening
the relationship of current clients; effectively managing internal
and external centers of influence.
- Ensuring compliance with operational, risk, security and audit
procedures and policies including appropriate documentation of
client interactions.
- Support of branch operations including assisting with client
transactions on the Teller line as needed.
- Participate in and occasionally facilitate morning huddles and
end of day debriefs
- Performs other duties as assigned; duties, responsibilities
and/or activities may change or new ones may be assigned at any
time with or without notice
- Complies with all KeyBank policies and procedures, including
without limitation, acting professionally at all times, conducting
business ethically, avoiding conflicts of interest, and acting in
the best interests of Key's clients and Key.
Education Qualifications
- High School Diploma , GED, or equivalent experience (required)
or
- Bachelor's Degree (preferred)
Experience Qualifications
- 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)
- Comfortable interacting with small business clients, overcoming
objection, and asking fact-finding questions with the goal of being
helpful. (preferred)
- Interpersonal interaction skills and an ability to build
rapport in matter of minutes is vital. (required)
- Demonstrated experience with influencing business partners and
leveraging centers of influence, as this role will require
significant influence of partners such as Key Investment Services,
Mortgage and Business Banking sales professionals. (required)
- Working knowledge of PCs (MS Windows and Office Products
including Word, Excel, etc.). (required)
- Working knowledge of digital technology (mobile, apps,
web-based browsing) and ability to educate clients on digital
platforms and capabilities within Key (required)
Licenses and Certifications
- 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)
Tactical Skills
- Is knowledgeable about the client's accounts and business with
the bank and uses sound judgment with customers and
transactions
- Demonstrated ability to attain sales and referral goals through
preset appointments and quality conversations leading to
recommendations that support clients' financial wellness goals,
leveraging system generated lead lists, walk ins, and professional
contacts
- Strong work ethic and high level of integrity
- Excellent Time management skills
Personal Skills
- Adaptability: Demonstrates a willingness to listen to other
opinions and adjusts to new or changing assignments, processes, and
people while avoiding snap reactions
- Collaboration: Demonstrates experience in participating in
productive collaborative processes that help solve business
problems and meet business goals
- Critical Thinking: The ability to identify, obtain, and
organize relevant data and ideas and prioritize concerns in the
decision-making process
- Decision Making: The ability to select the right activities to
work on from a range of competing priorities and stands by
decisions in the face of conflict or unexpected outcomes
- Emotional Intelligence: Identifies relevant EI components,
practices, benefits, and development venues and discusses issues
and considerations needed to advance one's own EI maturity
Practical Skills
- Business Acumen: Participates in business tasks to get things
done in own business unit and communicates key considerations for
business decision-making processes
- Oral & Written Communication: Possesses the ability to adapt
listening and facilitation style to others' communication styles
and uses various approaches appropriately and effectively
- Risk Management: Implements or manages risk management for own
business unit and documents key steps of the risk management
process and associated procedures
- Storytelling: Demonstrates basic storytelling principles to
create compelling stories that will positively influence clients
and potential clients
- Change Navigation: Articulates the rationale for, and positive
and negative consequences of change so as to help others adapt;
encourages exploration of non-traditional ideas by team members
leveraging the concept of continuous improvement
Core Competencies
All KeyBank employees are expected to
demonstrate Key's Values and sustain proficiency in identified
Leadership Competencies.
Physical Demands
- Consumer Retail - Prolonged Standing (5-8 hours per day),
frequent use of hands to manipulate/grasp objects, ability to
communicate face to face and on the phone with clients, occasional
bending and lifting from floor height, frequent forward reach,
frequent lifting of 1 - 10 lbs., occasional lifting of up to 30
lbs.
Driving Requirements
- Ability to routinely and frequently operate a motor vehicle
with a valid driver's license.COMPENSATION AND BENEFITS
- This position is eligible to earn a base hourly rate in the
range of $25 to $32 per hour depending on location and job-related
factors such as level of experience. Compensation for this role
also includes short-term incentive compensation subject to
individual and company performance.Please click here for a list of
benefits for which this position is eligible. KeyCorp is an Equal
Opportunity and Affirmative Action Employer committed to building a
diverse, equitable and inclusive culture . All qualified applicants
will receive consideration for employment without regard to race,
color, religion, sex, sexual orientation, gender identity, national
origin, disability , veteran status or other protected category.
Qualified individuals with disabilities or disabled veterans who
are unable or limited in their ability to apply on this site may
request reasonable accommodations by emailing
HR_Compliance@keybank.com . Headquartered in Cleveland, Ohio,
KeyCorp (Key) is one of the nation's largest financial services
companies. Key provides investment management, retail and
commercial banking, consumer finance and investment banking
products to individuals and companies throughout the United States
and, for certain businesses, internationally.
At Key we've made a promise to our clients that they will always
have a champion in us. To deliver on that promise, we're committed
to building a team of engaged employees who do the right thing for
our clients and help them achieve their financial goals each and
every day.
Keywords: KeyCorp, Seattle , Private Client Banker, Accounting, Auditing , Seattle, Washington
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