Private Client Banker- Renton Highlands, WA
Company: KeyBank
Location: Renton
Posted on: May 24, 2023
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Job Description:
Location:
4431 NE 4th Street - Renton, Washington 98059
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)
Mortgage Loan Officer/Loan Officer (MLO/LO) Classification
Employees in this position are required to comply with all rules
and regulations of The Secure and Fair Enforcement for Mortgage
Licensing Act of 2008 (The SAFE Act). Employees hired or
transferring into this position will need to meet the qualification
requirements, in Key's sole discretion, under Reg. Z, prior to
acting as a loan originator in a consumer credit transaction
secured by a dwelling. Qualification requirements include but are
not limited to an assessment of overall financial responsibility,
character, and general fitness through review of a criminal
background check, credit report, and information about any
administrative, civil, or criminal findings by any government
jurisdiction.
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 1 - 10 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.
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
HR_Compliance@keybank.com.
Keywords: KeyBank, Renton , Private Client Banker- Renton Highlands, WA, Accounting, Auditing , Renton, Washington
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