Private Client Banker - Careers at KeyBank
KeyBank
Private Client Banker - Careers at KeyBank
Job Description
About KeyBank
KeyBank is a leading financial services company committed to empowering clients in their financial journeys. With a presence across the United States, KeyBank offers innovative banking solutions, investment services, and personalized advice through programs like Key Private Client. We pride ourselves on fighting harder for our clients, fostering strong community ties, and providing exceptional career growth in banking jobs.
Position Summary
Join KeyBank as a Private Client Banker in Shelbyville, IN, and become a trusted advisor for clients with up to $2M in investable assets. This full-time, mid-level role focuses on holistic financial wellness, relationship building, and delivering tailored solutions. Earn a competitive salary range of $52,000 - $79,999 annually (converted from $25.00 - $38.46/hour). Ideal for banking professionals seeking KeyBank careers in client-facing roles.
Key Responsibilities
- Embody a client-first culture by listening for financial opportunities and recommending investment/insurance products.
- Prospect and build referral pipelines with internal/external centers of influence.
- Open accounts, assess needs, and refer to Retail, Investment Services, Private Bank, Mortgage, or Business Banking experts.
- Maintain compliance, support branch operations, and participate in team huddles.
- Work Saturdays as needed and stay current on products/competitors for meaningful conversations.
Daily Impact
As a Private Client Banker, you'll handle transactions, deepen relationships, and drive client confidence in their financial future.
Required Qualifications
- High School Diploma/GED required; Bachelor's Degree preferred.
- FINRA S6, S63, and SIE licenses upon hire.
- Proven sales experience in insurance/investments, prospecting, and networking.
- Strong PC skills (MS Office), digital tech knowledge, and rapport-building abilities.
- Comfort with small business clients and influencing partners.
Why Join Us
At KeyBank, thrive in a supportive environment with sales goals, professional growth, and a focus on financial wellness. Enjoy banking jobs in Shelbyville, IN, with opportunities to partner across lines of business. KeyBank offers a privileged role to impact lives—apply for Private Client Banker careers today and advance your banking career!
Locations
- Shelbyville, Indiana, United States
Salary
52,000 - 79,999 USD / yearly
52,000 - 79,999 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, and SIE (required upon hire) (experience)
- Experience in sales goals achievement and building referral sources in insurance/investments (experience)
- Strong interpersonal skills and rapport-building (experience)
- Knowledge of PCs, MS Office, and digital platforms (experience)
Responsibilities
- Assess client financial needs and provide customized solutions
- Build referral pipelines through prospecting and centers of influence
- Open personal and business accounts and refer to specialists
- Ensure compliance with operational and risk policies
- Support branch operations including teller line as needed
Benefits
- general: Competitive salary and performance incentives
- general: Comprehensive professional development opportunities
- general: Partnership in a client-focused culture
- general: Support for work-life balance including team huddles
- general: Opportunities to advance in Key Private Client Program
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 financial services company committed to empowering clients in their financial journeys. With a presence across the United States, KeyBank offers innovative banking solutions, investment services, and personalized advice through programs like Key Private Client. We pride ourselves on fighting harder for our clients, fostering strong community ties, and providing exceptional career growth in banking jobs.
Position Summary
Join KeyBank as a Private Client Banker in Shelbyville, IN, and become a trusted advisor for clients with up to $2M in investable assets. This full-time, mid-level role focuses on holistic financial wellness, relationship building, and delivering tailored solutions. Earn a competitive salary range of $52,000 - $79,999 annually (converted from $25.00 - $38.46/hour). Ideal for banking professionals seeking KeyBank careers in client-facing roles.
Key Responsibilities
- Embody a client-first culture by listening for financial opportunities and recommending investment/insurance products.
- Prospect and build referral pipelines with internal/external centers of influence.
- Open accounts, assess needs, and refer to Retail, Investment Services, Private Bank, Mortgage, or Business Banking experts.
- Maintain compliance, support branch operations, and participate in team huddles.
- Work Saturdays as needed and stay current on products/competitors for meaningful conversations.
Daily Impact
As a Private Client Banker, you'll handle transactions, deepen relationships, and drive client confidence in their financial future.
Required Qualifications
- High School Diploma/GED required; Bachelor's Degree preferred.
- FINRA S6, S63, and SIE licenses upon hire.
- Proven sales experience in insurance/investments, prospecting, and networking.
- Strong PC skills (MS Office), digital tech knowledge, and rapport-building abilities.
- Comfort with small business clients and influencing partners.
Why Join Us
At KeyBank, thrive in a supportive environment with sales goals, professional growth, and a focus on financial wellness. Enjoy banking jobs in Shelbyville, IN, with opportunities to partner across lines of business. KeyBank offers a privileged role to impact lives—apply for Private Client Banker careers today and advance your banking career!
Locations
- Shelbyville, Indiana, United States
Salary
52,000 - 79,999 USD / yearly
52,000 - 79,999 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, and SIE (required upon hire) (experience)
- Experience in sales goals achievement and building referral sources in insurance/investments (experience)
- Strong interpersonal skills and rapport-building (experience)
- Knowledge of PCs, MS Office, and digital platforms (experience)
Responsibilities
- Assess client financial needs and provide customized solutions
- Build referral pipelines through prospecting and centers of influence
- Open personal and business accounts and refer to specialists
- Ensure compliance with operational and risk policies
- Support branch operations including teller line as needed
Benefits
- general: Competitive salary and performance incentives
- general: Comprehensive professional development opportunities
- general: Partnership in a client-focused culture
- general: Support for work-life balance including team huddles
- general: Opportunities to advance in Key Private Client Program
Tags & Categories
Answer 10 quick questions to check your fit for Private Client Banker - Careers at KeyBank @ KeyBank.
Related Books and Jobs