Private Client Banker - Tonawanda

Only for registered members Tonawanda, United States

6 days ago

Default job background
$25 - $38.46 (USD)
Be a problem solver trusted advisor and partner to the people and businesses in our KeyBank 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 services PCs identify products services meet client needs refer appropriate sales professionals Retail Key Investment Services Private Bank Mortgage or Business Banking PCs embody strong culture present every client teammate realizing impact day personally professionally financially Listen for cluesfinancial wellness opportunities during conversations provide effective customized recommendations clients delivers on solutions referring investment insurance products consistently attains individual activity behavior outcome goals expectations builds referral pipeline via identification development internal external centers influence employs disciplined approach prospecting documents calling efforts develops maintains knowledge private products services competitive ensures meaningful deep conversations clients opening personal business accounts consumer checking small business deposit home equity unsecured certificates ensuring compliance operational risk security audit policies documentation transactions support branch operations assist transactions Teller line needed participate occasionally facilitate morning huddles end debriefs work Saturdays directed management performs duties assigned may change without notice complies all KeyBank policies procedures acting professionally conducts business ethically avoids conflicts interests acts best interests Keys clients
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