Key
Licensed Private Client Banker
Fishkill, NY
Sponsorship not specified$25k-$38kDetected 1 day ago
ExcelPCB DesignTime Management
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odds of building a lasting career here
15Unrated
Cap-exempt (no lottery)0
Sponsors this role0
Entry-level history0
PERM / green-card track0
Lottery odds (Level I)39
Fits your clock70
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About the role
- 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.
- 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.
Responsibilities
- As a PCB, you will deliver and refer appropriate financial solutions to KeyBank's client base with up to $2M in investable assets.
- Support of branch operations including assisting with client transactions on the Teller line as needed.
- 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.
Requirements
- High School Diploma, GED, or equivalent experience (required) or
- OR equivalent experience (required)
- 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)
- Interpersonal interaction skills and an ability to build rapport in matter of minutes is vital. (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)
- FINRA License S6 (required)
- FINRA License S63 (required)
- FINRA Security Industry Essentials (SIE) (required)
Nice to have
- Bachelor's Degree (preferred)
- Comfortable interacting with small business clients, overcoming objection, and asking fact-finding questions with the goal of being helpful. (preferred)
Skills
- Is knowledgeable about the client's accounts and business with the bank and uses sound judgment with clients and transactions.
- Strong work ethic and high level of integrity.
- Excellent time management skills.
- Staying updated with market trends and analyzing market conditions to provide informed financial advice.
- All KeyBank employees are expected to demonstrate Key's Values and abide by Key's Code of Conduct.
- Consumer Retail
- Ability to routinely and frequently operate a motor vehicle with a valid driver's license.
- Core Competencies
- Branch
Compensation
- for this role also includes incentive compensation which may include production, commission, and/or discretionary incentives.
Benefits
- 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.
Company info
- At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey.
Equal opportunity
- 08/28/2026KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture.
This listing is sourced directly from Key's careers page and normalized into a canonical job model.