What are the responsibilities and job description for the Key Private Client Banker Expert position at KeyBank?
Job Description:
As a Private Client Banker at KeyBank, you will be responsible for building and maintaining strong relationships with clients, providing them with personalized financial solutions, and helping them achieve their financial goals. Your primary focus will be on developing and implementing effective plans to help clients manage their finances, investments, and banking needs. You will also work closely with other key stakeholders, such as investment services, mortgage, and business banking professionals, to deliver comprehensive financial solutions to clients.
Key Responsibilities:
As a Private Client Banker at KeyBank, you will be responsible for building and maintaining strong relationships with clients, providing them with personalized financial solutions, and helping them achieve their financial goals. Your primary focus will be on developing and implementing effective plans to help clients manage their finances, investments, and banking needs. You will also work closely with other key stakeholders, such as investment services, mortgage, and business banking professionals, to deliver comprehensive financial solutions to clients.
Key Responsibilities:
- Develop and implement customized financial plans for clients, taking into account their unique needs, goals, and risk tolerance.
- Provide exceptional client service, responding promptly to client inquiries and addressing their concerns in a timely manner.
- Collaborate with other KeyBank teams, such as investment services, mortgage, and business banking, to deliver comprehensive financial solutions to clients.
- Stay up-to-date with market trends and product offerings, making recommendations to clients based on their individual circumstances.
