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 personalized banking, investment, and lending solutions. We pride ourselves on being the bank that fights hardest for our clients, fostering trust and long-term partnerships in communities like South Jordan, UT.
Position Summary
Join KeyBank as a Private Client Banker (PCB) in South Jordan, UT, and become a trusted advisor for high-net-worth clients with up to $2M in investable assets. This full-time role focuses on holistic financial wellness, delivering tailored solutions, and building lasting relationships. Earn a competitive salary of $52,000 - $80,000 annually (converted from $25.00 - $38.46/hour), plus benefits in a dynamic banking environment.
Key Responsibilities
- Embody a client-first culture by listening for financial opportunities and referring investment/insurance products.
- Prospect and develop referral pipelines with internal partners like Key Investment Services, Mortgage, and Business Banking.
- Open accounts, assess needs, and ensure compliance with all policies.
- Support branch operations, including teller duties and team huddles; occasional Saturday work.
- Maintain expertise in private client products to drive meaningful conversations.
Required Qualifications
- High School Diploma/GED required; Bachelor's Degree preferred.
- FINRA S6, S63, and SIE licenses upon hire.
- Proven experience in customer relationships, sales goals, and networking in financial products.
- Strong interpersonal skills, PC/digital tech proficiency, and ability to influence partners.
Why Join Us
At KeyBank, you'll thrive in a supportive culture that values problem-solving and client success. Gain access to ongoing training, career advancement in private banking, and the pride of impacting lives financially. Located at 11422 South District Drive, South Jordan, Utah 84095, this mid-level opportunity is perfect for sales-driven professionals seeking stability and growth. Apply now for Private Client Banker jobs in Utah and elevate your banking career with KeyBank!
Locations
- South Jordan, Utah, United States
Salary
52,000 - 80,000 USD / yearly
52,000 - 80,000 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, and SIE (required upon hire) (experience)
- Experience in sales goals achievement and building referral sources in insurance/investments (experience)
- Foundational knowledge of sales/service techniques including prospecting (experience)
- Working knowledge of PCs and digital platforms (experience)
Responsibilities
- Assess client financial needs and provide customized recommendations
- Build referral pipelines through internal/external centers of influence
- Open personal/business accounts and refer to specialized partners
- Ensure compliance with operational/risk policies and document interactions
- Support branch operations including teller line as needed
Benefits
- general: Competitive salary with performance incentives
- general: Comprehensive professional development opportunities
- general: Partnership in a client-focused financial institution
- general: Supportive team environment with branch collaboration
- general: Opportunities for career growth in banking and private client services
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 personalized banking, investment, and lending solutions. We pride ourselves on being the bank that fights hardest for our clients, fostering trust and long-term partnerships in communities like South Jordan, UT.
Position Summary
Join KeyBank as a Private Client Banker (PCB) in South Jordan, UT, and become a trusted advisor for high-net-worth clients with up to $2M in investable assets. This full-time role focuses on holistic financial wellness, delivering tailored solutions, and building lasting relationships. Earn a competitive salary of $52,000 - $80,000 annually (converted from $25.00 - $38.46/hour), plus benefits in a dynamic banking environment.
Key Responsibilities
- Embody a client-first culture by listening for financial opportunities and referring investment/insurance products.
- Prospect and develop referral pipelines with internal partners like Key Investment Services, Mortgage, and Business Banking.
- Open accounts, assess needs, and ensure compliance with all policies.
- Support branch operations, including teller duties and team huddles; occasional Saturday work.
- Maintain expertise in private client products to drive meaningful conversations.
Required Qualifications
- High School Diploma/GED required; Bachelor's Degree preferred.
- FINRA S6, S63, and SIE licenses upon hire.
- Proven experience in customer relationships, sales goals, and networking in financial products.
- Strong interpersonal skills, PC/digital tech proficiency, and ability to influence partners.
Why Join Us
At KeyBank, you'll thrive in a supportive culture that values problem-solving and client success. Gain access to ongoing training, career advancement in private banking, and the pride of impacting lives financially. Located at 11422 South District Drive, South Jordan, Utah 84095, this mid-level opportunity is perfect for sales-driven professionals seeking stability and growth. Apply now for Private Client Banker jobs in Utah and elevate your banking career with KeyBank!
Locations
- South Jordan, Utah, United States
Salary
52,000 - 80,000 USD / yearly
52,000 - 80,000 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, and SIE (required upon hire) (experience)
- Experience in sales goals achievement and building referral sources in insurance/investments (experience)
- Foundational knowledge of sales/service techniques including prospecting (experience)
- Working knowledge of PCs and digital platforms (experience)
Responsibilities
- Assess client financial needs and provide customized recommendations
- Build referral pipelines through internal/external centers of influence
- Open personal/business accounts and refer to specialized partners
- Ensure compliance with operational/risk policies and document interactions
- Support branch operations including teller line as needed
Benefits
- general: Competitive salary with performance incentives
- general: Comprehensive professional development opportunities
- general: Partnership in a client-focused financial institution
- general: Supportive team environment with branch collaboration
- general: Opportunities for career growth in banking and private client services
Tags & Categories
Answer 10 quick questions to check your fit for Private Client Banker - Careers at KeyBank @ KeyBank.
Related Books and Jobs