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Licensed Private Client Banker- Smoky Hill Branch
Date Posted: 04/23/2024
Job #: 3056422
Location: Centennial
Location:20290 East Smoky Hill Road - Centennial, Colorado 80015
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
...
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