Licensed Private Client Banker - Careers at KeyBank
KeyBank
Licensed Private Client Banker - Careers at KeyBank
Job Description
About KeyBank
KeyBank is a leading national bank dedicated to empowering clients in their financial journeys. With a commitment to being the bank that fights hardest for its customers, KeyBank offers comprehensive solutions through its Key Private Client Program. Join our team in Willimantic, CT, and become part of a culture that values problem-solving, trusted advice, and community impact.
Position Summary
As a Licensed Private Client Banker (PCB) at KeyBank's Willimantic branch (6 Storrs Road, Willimantic, Connecticut 06226), you will serve clients with up to $2M in investable assets. Focus on holistic financial wellness using a plan-based approach. Assess needs, document data, and refer to specialists in investments, insurance, mortgages, and business banking. Earn a competitive salary range of $50,998 - $78,000 annually (converted from $24.52 - $37.50/hour).
Key Responsibilities
- Embody a client-first culture, listening for financial opportunities and providing tailored recommendations.
- Prospect and build referral networks with internal and external partners.
- Open accounts, including checking, business, deposits, and lending products.
- Maintain compliance and support branch operations, including teller duties.
- Develop expertise in KeyBank products and competitors for meaningful conversations.
Required Qualifications
- Education: High School Diploma/GED (Bachelor's preferred).
- Experience: Proven sales success, relationship building, prospecting, and influencing partners.
- Licenses: FINRA S6, S63, SIE; Life & Health Insurance (upon hire).
- Skills: Strong interpersonal skills, PC proficiency (MS Office), digital tech knowledge.
Why Join Us
At KeyBank, you'll thrive in a supportive environment with opportunities for growth in private banking. Enjoy competitive pay, benefits, and the pride of helping clients achieve financial confidence. Keywords: Licensed Private Client Banker jobs Willimantic CT, KeyBank careers, financial advisor banking roles, FINRA licensed positions Connecticut. Apply now to advance your banking career!
Locations
- Willimantic, Connecticut, United States
Salary
50,998 - 78,000 USD / yearly
50,998 - 78,000 USD / yearly
* This is an estimated range based on market data and may vary based on experience and qualifications.
Skills Required
- Client Relationship Managementintermediate
- Financial Wellness Consultingintermediate
- Sales and Prospectingintermediate
- Referral Networkingintermediate
- Digital Banking Educationintermediate
Required Qualifications
- FINRA S6, S63, SIE Licenses (experience)
- Life and Health Insurance Licenses (experience)
- High School Diploma or equivalent (Bachelor's preferred) (experience)
- Experience in sales goals and referral building (experience)
- PC and digital technology proficiency (experience)
Responsibilities
- Deliver customized financial wellness recommendations and refer investment/insurance products
- Build client referral pipelines through prospecting and centers of influence
- Open personal and business accounts including deposits and lending
- Ensure compliance with operational, risk, and audit procedures
- Support branch operations and participate in team huddles
Benefits
- general: Competitive salary and performance incentives
- general: Comprehensive health and wellness benefits
- general: Professional development opportunities
- general: Career growth in Key Private Client Program
- general: Supportive team environment focused on client success
Tags & Categories
Answer 10 quick questions to check your fit for Licensed Private Client Banker - Careers at KeyBank @ KeyBank.
Related Books and Jobs
Licensed Private Client Banker - Careers at KeyBank
KeyBank
Licensed Private Client Banker - Careers at KeyBank
Job Description
About KeyBank
KeyBank is a leading national bank dedicated to empowering clients in their financial journeys. With a commitment to being the bank that fights hardest for its customers, KeyBank offers comprehensive solutions through its Key Private Client Program. Join our team in Willimantic, CT, and become part of a culture that values problem-solving, trusted advice, and community impact.
Position Summary
As a Licensed Private Client Banker (PCB) at KeyBank's Willimantic branch (6 Storrs Road, Willimantic, Connecticut 06226), you will serve clients with up to $2M in investable assets. Focus on holistic financial wellness using a plan-based approach. Assess needs, document data, and refer to specialists in investments, insurance, mortgages, and business banking. Earn a competitive salary range of $50,998 - $78,000 annually (converted from $24.52 - $37.50/hour).
Key Responsibilities
- Embody a client-first culture, listening for financial opportunities and providing tailored recommendations.
- Prospect and build referral networks with internal and external partners.
- Open accounts, including checking, business, deposits, and lending products.
- Maintain compliance and support branch operations, including teller duties.
- Develop expertise in KeyBank products and competitors for meaningful conversations.
Required Qualifications
- Education: High School Diploma/GED (Bachelor's preferred).
- Experience: Proven sales success, relationship building, prospecting, and influencing partners.
- Licenses: FINRA S6, S63, SIE; Life & Health Insurance (upon hire).
- Skills: Strong interpersonal skills, PC proficiency (MS Office), digital tech knowledge.
Why Join Us
At KeyBank, you'll thrive in a supportive environment with opportunities for growth in private banking. Enjoy competitive pay, benefits, and the pride of helping clients achieve financial confidence. Keywords: Licensed Private Client Banker jobs Willimantic CT, KeyBank careers, financial advisor banking roles, FINRA licensed positions Connecticut. Apply now to advance your banking career!
Locations
- Willimantic, Connecticut, United States
Salary
50,998 - 78,000 USD / yearly
50,998 - 78,000 USD / yearly
* This is an estimated range based on market data and may vary based on experience and qualifications.
Skills Required
- Client Relationship Managementintermediate
- Financial Wellness Consultingintermediate
- Sales and Prospectingintermediate
- Referral Networkingintermediate
- Digital Banking Educationintermediate
Required Qualifications
- FINRA S6, S63, SIE Licenses (experience)
- Life and Health Insurance Licenses (experience)
- High School Diploma or equivalent (Bachelor's preferred) (experience)
- Experience in sales goals and referral building (experience)
- PC and digital technology proficiency (experience)
Responsibilities
- Deliver customized financial wellness recommendations and refer investment/insurance products
- Build client referral pipelines through prospecting and centers of influence
- Open personal and business accounts including deposits and lending
- Ensure compliance with operational, risk, and audit procedures
- Support branch operations and participate in team huddles
Benefits
- general: Competitive salary and performance incentives
- general: Comprehensive health and wellness benefits
- general: Professional development opportunities
- general: Career growth in Key Private Client Program
- general: Supportive team environment focused on client success
Tags & Categories
Answer 10 quick questions to check your fit for Licensed Private Client Banker - Careers at KeyBank @ KeyBank.
Related Books and Jobs