Private Client Banker

Location:8000 E Belleview Ave – Greenwood Village, Colorado 80111

Job Summary
Be a problem solver, trusted advisor, and partner to the people and
businesses in our Key Bank communities. 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. As a PCB, you
will deliver and refer appropriate financial solutions to KeyBanks client
base with up to $2M in investable assets. 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. At
KeyBank, we believe its our opportunity and our privilege to help our
clients move forward in their financial journey. We take pride in serving our
clients and making them feel that no bank will fight harder for them.

Responsibilities
Embodies a strong client experience culture, being present with every client
and teammate and realizing the impact we can have on their day,
personally, professionally, and financially.
Listen for clues for financial wellness opportunities during client
conversations and provide effective and customized financial wellness
recommendations to clients; Delivers on client solutions through referring
of investment and insurance products
Consistently attains individual activity, behavior, and outcome expectations.
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.
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
Opening personal and business accounts (consumer checking, small
business, various deposit products, home equity, unsecured lending,
certificates of deposit, etc.).
Developing strong partnerships with branch teammates and line of business
partners – focusing on client acquisition and deepening the relationship of
current clients; effectively managing internal and external centers of
influence.
Ensuring compliance with operational, risk, security and audit procedures
and policies including appropriate documentation of client interactions.
Support of branch operations including assisting with client transactions on
the Teller line as needed.
Participate in and occasionally facilitate morning huddles and end of day
debriefs
Performs other duties as assigned; duties, responsibilities and/or
activities may change or new ones may be assigned at any time with or without
n
Complies with all KeyBank policies and procedures, including without
limitation, acting professionally at all times, conducting business
ethically, avoiding conflicts of interest, and acting in the best
interests of Keys clients and Key.

Education Qualifications
High School Diploma , GED, or equivalent experience (required) or
Bachelors Degree (preferred)

Experience Qualifications
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)
Comfortable interacting with small business clients, overcoming objection,
and asking fact-finding questions with the goal of being helpful. (preferred)
Interpersonal interaction skills and an ability to build rapport in matter of
minutes is vital. (required)
Demonstrated experience with influencing b siness partners and leveraging
centers of influence, as this role will require significant influence of
partners such as Key Investment Services, Mortgage and Business Banking
sales professionals. (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)

Licenses and Certifications
FINRA License S6 Upon Hire (required)
FINRA License S63 Upon Hire (required)
FINRA Security Industry Essentials (SIE) Upon Hire (required)
Life and Health Insurance Licenses Upon Hire (required)

Tactical Skills
Is knowledgeable about the clients accounts and business with the bank and
uses sound judgment with customers and transactions
Demonstrated ability to attain sales and referral goals through preset
appointments and quality conversations leading to recommendations that support
clients financial wellness goals, leveraging system generated lead
lists, walk ins, and professional contacts
Strong work ethic and high level of integrity
Excellent Time management skills

Personal Skills
Adaptability: Demonstrates a willingness to listen to other opinions and
adjusts to new or changing assignments, processes, and people while
avoiding snap reactions
Collaboration: Demonstrates experience in participating in productive