KeyBank
Overview
Join to apply for the
Private Client Banker
role at
KeyBank . Location:
10951 S Parker Road - Parker, Colorado 80134 The Private Client Banker (PCB) is part of the Key Private Client Program and focuses on the entire client relationship with a plan-based approach to financial advice. The PCB delivers and refers appropriate financial solutions to KeyBank's client base with up to $2M in investable assets. PCBs assess clients' financial needs, gather and document client data, and offer appropriate products and services. They 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. KeyBank is committed to helping clients move forward in their financial journey and takes pride in serving clients with their best interests in mind.
Responsibilities
Embodies a strong client experience culture, being present with every client and teammate and recognizing the impact on their day, personally, professionally, and financially.
Listen for financial wellness opportunities during client conversations and provide effective, customized financial wellness recommendations; deliver on client solutions by referring investment and insurance products.
Consistently attain individual activity, behavior, and outcome expectations.
Build a client referral pipeline via identification and development of internal and external centers of influence; prospect with a disciplined approach; document calling efforts.
Maintain in-depth knowledge of private client products and services, and a working knowledge of competitive products to support meaningful client conversations.
Open personal and business accounts (e.g., consumer checking, small business, deposit products, home equity, unsecured lending, CDs).
Develop strong partnerships with branch teammates and line of business partners, focusing on client acquisition and deepening relationships; manage internal and external centers of influence.
Ensure compliance with operational, risk, security and audit procedures and policies, including documentation of client interactions.
Support branch operations and assist with client transactions on the Teller line as needed.
Participate in and occasionally facilitate morning huddles and end-of-day debriefs.
Perform other duties as assigned; duties may change at any time with or without notice.
Comply with all KeyBank policies and procedures, including acting professionally, 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)
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 objections, and asking fact-finding questions to be helpful (preferred).
Interpersonal skills and ability to build rapport quickly (required).
Demonstrated experience influencing business partners and leveraging centers of influence (required).
Working knowledge of PCs (Windows, Office) and digital platforms (required).
Licenses and Certifications
FINRA License S6 Upon Hire (required)
FINRA License S63 Upon Hire (required)
FINRA Securities Industry Essentials (SIE) Upon Hire (required)
Life and Health Insurance Licenses Upon Hire (required)
Tactical Skills
Knowledge of client accounts and business with the bank; use sound judgment with customers and transactions.
Ability to attain sales and referral goals through appointments and conversations leading to recommendations that support clients’ financial wellness goals.
Strong work ethic and high integrity.
Excellent time management skills.
Personal Skills
Adaptability: Willingness to listen to others and adjust to changes.
Collaboration: Experience in productive teamwork to solve problems and meet goals.
Critical Thinking: Ability to identify and organize relevant data and prioritize concerns.
Decision Making: Ability to select priorities and stand by decisions under pressure.
Emotional Intelligence: Understanding EI components and development avenues.
Practical Skills
Business Acumen: Participates in business tasks and communicates key decisions.
Oral & Written Communication: Adapts listening and facilitation style; communicates effectively.
Risk Management: Applies risk management practices and documents steps.
Storytelling: Creates compelling client-focused stories.
Change Navigation: Explains rationale for change and encourages exploration of ideas.
Core Competencies
All KeyBank employees should demonstrate Key’s Values and Leadership Competencies.
Physical Demands
Prolonged standing (5-8 hours/day); frequent use of hands; face-to-face and phone client communication; occasional bending and lifting up to 30 lbs; computer and desk tasks.
Driving Requirements
Ability to routinely operate a motor vehicle with a valid driver's license.
Compensation and Benefits This position is eligible to earn a base hourly rate in the range of $25.00 to $34.00 per hour depending on location and experience. Compensation includes short-term incentive compensation based on performance. Please click here for a list of benefits for which this position is eligible.
Job Posting Expiration Date: 10/24/2025
KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.
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 HR_Compliance@keybank.com.
Referrals increase your chances of interviewing at KeyBank by 2x. Get notified about new Private Banker jobs in Parker, CO.
#J-18808-Ljbffr
Join to apply for the
Private Client Banker
role at
KeyBank . Location:
10951 S Parker Road - Parker, Colorado 80134 The Private Client Banker (PCB) is part of the Key Private Client Program and focuses on the entire client relationship with a plan-based approach to financial advice. The PCB delivers and refers appropriate financial solutions to KeyBank's client base with up to $2M in investable assets. PCBs assess clients' financial needs, gather and document client data, and offer appropriate products and services. They 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. KeyBank is committed to helping clients move forward in their financial journey and takes pride in serving clients with their best interests in mind.
Responsibilities
Embodies a strong client experience culture, being present with every client and teammate and recognizing the impact on their day, personally, professionally, and financially.
Listen for financial wellness opportunities during client conversations and provide effective, customized financial wellness recommendations; deliver on client solutions by referring investment and insurance products.
Consistently attain individual activity, behavior, and outcome expectations.
Build a client referral pipeline via identification and development of internal and external centers of influence; prospect with a disciplined approach; document calling efforts.
Maintain in-depth knowledge of private client products and services, and a working knowledge of competitive products to support meaningful client conversations.
Open personal and business accounts (e.g., consumer checking, small business, deposit products, home equity, unsecured lending, CDs).
Develop strong partnerships with branch teammates and line of business partners, focusing on client acquisition and deepening relationships; manage internal and external centers of influence.
Ensure compliance with operational, risk, security and audit procedures and policies, including documentation of client interactions.
Support branch operations and assist with client transactions on the Teller line as needed.
Participate in and occasionally facilitate morning huddles and end-of-day debriefs.
Perform other duties as assigned; duties may change at any time with or without notice.
Comply with all KeyBank policies and procedures, including acting professionally, 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)
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 objections, and asking fact-finding questions to be helpful (preferred).
Interpersonal skills and ability to build rapport quickly (required).
Demonstrated experience influencing business partners and leveraging centers of influence (required).
Working knowledge of PCs (Windows, Office) and digital platforms (required).
Licenses and Certifications
FINRA License S6 Upon Hire (required)
FINRA License S63 Upon Hire (required)
FINRA Securities Industry Essentials (SIE) Upon Hire (required)
Life and Health Insurance Licenses Upon Hire (required)
Tactical Skills
Knowledge of client accounts and business with the bank; use sound judgment with customers and transactions.
Ability to attain sales and referral goals through appointments and conversations leading to recommendations that support clients’ financial wellness goals.
Strong work ethic and high integrity.
Excellent time management skills.
Personal Skills
Adaptability: Willingness to listen to others and adjust to changes.
Collaboration: Experience in productive teamwork to solve problems and meet goals.
Critical Thinking: Ability to identify and organize relevant data and prioritize concerns.
Decision Making: Ability to select priorities and stand by decisions under pressure.
Emotional Intelligence: Understanding EI components and development avenues.
Practical Skills
Business Acumen: Participates in business tasks and communicates key decisions.
Oral & Written Communication: Adapts listening and facilitation style; communicates effectively.
Risk Management: Applies risk management practices and documents steps.
Storytelling: Creates compelling client-focused stories.
Change Navigation: Explains rationale for change and encourages exploration of ideas.
Core Competencies
All KeyBank employees should demonstrate Key’s Values and Leadership Competencies.
Physical Demands
Prolonged standing (5-8 hours/day); frequent use of hands; face-to-face and phone client communication; occasional bending and lifting up to 30 lbs; computer and desk tasks.
Driving Requirements
Ability to routinely operate a motor vehicle with a valid driver's license.
Compensation and Benefits This position is eligible to earn a base hourly rate in the range of $25.00 to $34.00 per hour depending on location and experience. Compensation includes short-term incentive compensation based on performance. Please click here for a list of benefits for which this position is eligible.
Job Posting Expiration Date: 10/24/2025
KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.
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 HR_Compliance@keybank.com.
Referrals increase your chances of interviewing at KeyBank by 2x. Get notified about new Private Banker jobs in Parker, CO.
#J-18808-Ljbffr