Jobs
>
Pittsburgh

    Private Client Banker - Pittsburgh, United States - Key Bank

    Key Bank
    Key Bank Pittsburgh, United States

    1 week ago

    Default job background
    Description
    Location:
    1825 Washington Road - Pittsburgh, Pennsylvania 15241

    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 KeyBank's 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 it's 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 notice
    • 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 Key's clients and Key.
    Education Qualifications
    • High School Diploma , GED, or equivalent experience (required) or
    • Bachelor's 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 business 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 client's 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 collaborative processes that help solve business problems and meet business goals
    • Critical Thinking: The ability to identify, obtain, and organize relevant data and ideas and prioritize concerns in the decision-making process
    • Decision Making: The ability to select the right activities to work on from a range of competing priorities and stands by decisions in the face of conflict or unexpected outcomes
    • Emotional Intelligence: Identifies relevant EI components, practices, benefits, and development venues and discusses issues and considerations needed to advance one's own EI maturity
    Practical Skills
    • Business Acumen: Participates in business tasks to get things done in own business unit and communicates key considerations for business decision-making processes
    • Oral & Written Communication: Possesses the ability to adapt listening and facilitation style to others' communication styles and uses various approaches appropriately and effectively
    • Risk Management: Implements or manages risk management for own business unit and documents key steps of the risk management process and associated procedures
    • Storytelling: Demonstrates basic storytelling principles to create compelling stories that will positively influence clients and potential clients
    • Change Navigation: Articulates the rationale for, and positive and negative consequences of change so as to help others adapt; encourages exploration of non-traditional ideas by team members leveraging the concept of continuous improvement
    Core Competencies
    • All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies.
    Physical Demands
    • Consumer Retail - Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of lbs., occasional lifting of up to 30 lbs.
    Driving Requirements
    • Ability to routinely and frequently operate a motor vehicle with a valid driver's license.
    #INDPA

    Job Posting Expiration Date: 08/09/2024

    KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to building a diverse, equitable and inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or other protected category.

    Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing
  • KeyCorp

    Private Client Banker

    2 weeks ago

    KeyCorp Pittsburgh, United States

    Location:1825 Washington Road - Pittsburgh, Pennsylvania 15241 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 Client Banker, Private, Banker ...

  • Key Bank

    Private Client Banker

    3 weeks ago

    Key Bank Pittsburgh, United States

    Location: · 11 Stanwix Street - Pittsburgh, Pennsylvania 15222 · 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 o ...

  • KeyBank

    Private Client Banker

    4 days ago

    KeyBank Pittsburgh, United States

    Job Description · Location: · 1825 Washington Road - Pittsburgh, Pennsylvania 15241Job 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 a ...

  • KeyCorp

    Private Client Banker

    3 weeks ago

    KeyCorp Wexford, United States

    Location:270 Market Lane - Wexford, Pennsylvania 15090 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 Client Banker, Private, Banker ...

  • KeyBank

    Private Client Banker

    4 days ago

    KeyBank Wexford, United States

    Job Description · Location: · 270 Market Lane - Wexford, Pennsylvania 15090Job 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 ...

  • KeyBank

    Licensed Private Client Banker

    4 days ago

    KeyBank McMurray, United States

    Job Description · Location: · 4073 Washington Road - McMurray, Pennsylvania 15317Job 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 ...

  • Santander Holdings USA Inc

    Relationship Banker, Lebanon, PA

    1 week ago

    Santander Holdings USA Inc Pittsburgh, United States Full time

    Relationship Banker, Lebanon, PALebanon, United States of AmericaUSA Job Family Description: Identifies and pursues new sales prospects within existing or untapped markets. Gathers market intelligence, generates leads, and develops proposals/campaigns to garner new business, ensu ...

  • KeyCorp

    Personal Banker

    3 weeks ago

    KeyCorp Pittsburgh, United States

    Location:5576 Penn Avenue - Pittsburgh, Pennsylvania 15206 Job Summary. Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. Personal Bankers engage clients in deeper conversations to uncover nee Personal Banker, Banker, Loan ...

  • First National Bank of Pennsylvania

    Equipment Finance Commercial Segment Sales Manager

    3 weeks ago

    First National Bank of Pennsylvania Pittsburgh, United States

    Primary Office Location: · One North Shore Center. Pittsburgh, Pennsylvania Join our team. Make a difference - for us and for your future. · Position Title: Equipment Finance Commercial Segment Sales Manager · Business Unit:BCSI · Reports to:FNB Equipment Finance President · ...

  • WesBanco Bank Inc.

    Personal Banker

    2 weeks ago

    WesBanco Bank Inc. Pittsburgh, United States

    Job Title - Department · Personal Banker - Fox Chapel · Location · This position is 100% in office. The employee will work full time in an office in a designated WesBanco location. Consideration for location will be at the Fox Chapel Banking Center. · Market · Western PA · ...

  • WesBanco Bank Inc.

    Universal Banker

    2 days ago

    WesBanco Bank Inc. Pittsburgh, United States

    Job Title - Department · Universal Banker · Location · Locations: · This position is 100% in office. The employee will work full time in an office in a designated WesBanco location. Consideration for location will be McCandless Crossing, McCandless, PA. · Market · Western PA ...

  • WesBanco Bank Inc.

    Universal Banker

    3 weeks ago

    WesBanco Bank Inc. Pittsburgh, United States

    Job Title - Department · Universal Banker - Perrysville · Location · This position is 100% in office. The employee will work full time in an office in a designated WesBanco location. Consideration for location will be Perrysville, Pittsburgh, PA. · Market · Western PA · Work ...

  • Anywhere Real Estate

    Sales Support Administrator

    3 weeks ago

    Anywhere Real Estate Pittsburgh, United States

    16193BR · Sales Support Administrator · Pittsburgh · Pennsylvania · Job Description · The Sales Support Administrator will be responsible for coordinating and supporting sales office operations in the local branch office. The ideal candidate will have a strong service background, ...

  • Key Bank

    Personal Banker

    2 weeks ago

    Key Bank Pittsburgh, United States

    Location: · 5576 Penn Avenue - Pittsburgh, Pennsylvania 15206 · Job Summary · Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. Personal Bankers engage clients in deeper conversations to uncover needs and provide guidan ...

  • Key Bank

    Personal Banker

    3 weeks ago

    Key Bank Pittsburgh, United States

    Location: · 5576 Penn Avenue - Pittsburgh, Pennsylvania 15206 · Job Summary · Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. Personal Bankers engage clients in deeper conversations to uncover needs and provide guidan ...

  • Key Bank

    Part Time Teller

    2 weeks ago

    Key Bank Pittsburgh, United States Part time

    Location: · 6203 Babcock Blvd - Pittsburgh, Pennsylvania 15237 · Job Summary · Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. As a Teller, you provide excellent client service by welcoming both new and existing clien ...

  • Zions Bancorporation

    Trust Specialist: Pittsburgh, PA

    1 week ago

    Zions Bancorporation Pittsburgh, United States

    Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions is regularly recognized by American Banker as one of the "Best Banks to Work For ...

  • BNY Mellon

    Pershing Wealth Solutions

    3 weeks ago

    BNY Mellon Pittsburgh, United States

    Bring your ideas. Make history. · BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or ...

  • First National Bank of Pennsylvania

    Private Banker

    3 weeks ago

    First National Bank of Pennsylvania Pittsburgh, United States

    Primary Office Location: · 300 East Lombard Street. Baltimore, Maryland Join our team. Make a difference - for us and for your future. · nPosition Title: Private Banker 2 · Business Unit: Private Banking · Reports To: Varies Based on Assignment · Position Overview: · This pos ...

  • Spartan Placements LLC

    Tax Manager- Manufacturing

    1 day ago

    Spartan Placements LLC Pittsburgh, United States

    Tax Manager- Manurfacturing This opening is open to a hybrid schedule in Columbus, OH OR Pittsburgh, PA.Responsibilities:Maintain and develop strong client relationships on various tax consulting/compliance engagementsManage engagement workflow, engagement team resources and enga ...