Private Client Banker - Careers at KeyBank
KeyBank
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 problem-solving and trusted advisory services, KeyBank serves communities across the United States. Our Key Private Client Program exemplifies our focus on personalized financial solutions for clients with up to $2M in investable assets. Join a team that fights harder for its clients and values professional growth in banking careers.
Position Summary
As a Private Client Banker at our East Greenbush, NY branch located at 615 Columbia Turnpike, you will act as a trusted advisor, delivering plan-based financial advice. Assess client needs, recommend products, and refer to specialists in investments, insurance, mortgages, and business banking. This full-time role offers a salary range of $50,998 - $78,000 annually (converted from $24.52 - $37.50/hour), ideal for experienced banking professionals seeking mid-level opportunities in private client services.
Key Responsibilities
- Embody a client-first culture by listening for financial opportunities and providing tailored recommendations.
- Prospect and build referral networks with internal and external influencers.
- Open accounts and handle transactions while deepening client relationships.
- Partner with investment services, mortgage, and business banking teams.
- Maintain compliance and support daily branch operations.
Required Qualifications
- Education: High School Diploma/GED required; Bachelor's Degree preferred.
- Experience: Proven sales success in insurance/investments, client relationship building, and networking.
- Licenses: FINRA S6, S63, SIE, and Life/Health Insurance licenses required upon hire.
- Skills: PC proficiency (MS Office), digital tech savvy, strong rapport-building, and influence with partners.
Why Join Us
At KeyBank, you'll thrive in a supportive environment that prioritizes your professional development and client impact. Enjoy competitive pay, career advancement in banking jobs, and the pride of helping clients achieve financial confidence. Apply for Private Client Banker jobs in East Greenbush, NY today and become part of a team that delivers exceptional KeyBank careers. Keywords: banking jobs near me, private banker salary NY, financial advisor KeyBank.
Locations
- East Greenbush, New York, 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 Advisingintermediate
- Sales and Prospectingintermediate
- Referral Networkingintermediate
- Digital Technology Proficiencyintermediate
Required Qualifications
- High School Diploma or GED (required), Bachelor's Degree (preferred) (experience)
- FINRA Licenses S6, S63, SIE (required upon hire) (experience)
- Life and Health Insurance Licenses (required upon hire) (experience)
- Experience in sales goals achievement and building referral sources (experience)
- Strong interpersonal and influencing skills (experience)
Responsibilities
- Deliver customized financial wellness recommendations and refer investment/insurance products
- Build and maintain client referral pipelines through prospecting and networking
- Open personal and business accounts including checking, deposits, and lending products
- Develop partnerships with branch teammates and line of business partners
- Ensure compliance with operational, risk, and audit procedures
- Support branch operations including teller line assistance
Benefits
- general: Competitive salary and performance-based incentives
- general: Comprehensive professional development opportunities
- general: Partnership in a client-focused culture with growth potential
- general: Support for work-life balance and community impact
- general: Access to KeyBank's financial wellness resources
Tags & Categories
Answer 10 quick questions to check your fit for Private Client Banker - Careers at KeyBank @ KeyBank.
Related Books and Jobs
Private Client Banker - Careers at KeyBank
KeyBank
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 problem-solving and trusted advisory services, KeyBank serves communities across the United States. Our Key Private Client Program exemplifies our focus on personalized financial solutions for clients with up to $2M in investable assets. Join a team that fights harder for its clients and values professional growth in banking careers.
Position Summary
As a Private Client Banker at our East Greenbush, NY branch located at 615 Columbia Turnpike, you will act as a trusted advisor, delivering plan-based financial advice. Assess client needs, recommend products, and refer to specialists in investments, insurance, mortgages, and business banking. This full-time role offers a salary range of $50,998 - $78,000 annually (converted from $24.52 - $37.50/hour), ideal for experienced banking professionals seeking mid-level opportunities in private client services.
Key Responsibilities
- Embody a client-first culture by listening for financial opportunities and providing tailored recommendations.
- Prospect and build referral networks with internal and external influencers.
- Open accounts and handle transactions while deepening client relationships.
- Partner with investment services, mortgage, and business banking teams.
- Maintain compliance and support daily branch operations.
Required Qualifications
- Education: High School Diploma/GED required; Bachelor's Degree preferred.
- Experience: Proven sales success in insurance/investments, client relationship building, and networking.
- Licenses: FINRA S6, S63, SIE, and Life/Health Insurance licenses required upon hire.
- Skills: PC proficiency (MS Office), digital tech savvy, strong rapport-building, and influence with partners.
Why Join Us
At KeyBank, you'll thrive in a supportive environment that prioritizes your professional development and client impact. Enjoy competitive pay, career advancement in banking jobs, and the pride of helping clients achieve financial confidence. Apply for Private Client Banker jobs in East Greenbush, NY today and become part of a team that delivers exceptional KeyBank careers. Keywords: banking jobs near me, private banker salary NY, financial advisor KeyBank.
Locations
- East Greenbush, New York, 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 Advisingintermediate
- Sales and Prospectingintermediate
- Referral Networkingintermediate
- Digital Technology Proficiencyintermediate
Required Qualifications
- High School Diploma or GED (required), Bachelor's Degree (preferred) (experience)
- FINRA Licenses S6, S63, SIE (required upon hire) (experience)
- Life and Health Insurance Licenses (required upon hire) (experience)
- Experience in sales goals achievement and building referral sources (experience)
- Strong interpersonal and influencing skills (experience)
Responsibilities
- Deliver customized financial wellness recommendations and refer investment/insurance products
- Build and maintain client referral pipelines through prospecting and networking
- Open personal and business accounts including checking, deposits, and lending products
- Develop partnerships with branch teammates and line of business partners
- Ensure compliance with operational, risk, and audit procedures
- Support branch operations including teller line assistance
Benefits
- general: Competitive salary and performance-based incentives
- general: Comprehensive professional development opportunities
- general: Partnership in a client-focused culture with growth potential
- general: Support for work-life balance and community impact
- general: Access to KeyBank's financial wellness resources
Tags & Categories
Answer 10 quick questions to check your fit for Private Client Banker - Careers at KeyBank @ KeyBank.
Related Books and Jobs