JOSHUA MCKELVEY
Summary
Licensed financial professional with a strong background in banking and client service. Proven track record in managing high-net-worth relationships, fostering investment referrals, and exceeding deposit and loan growth targets. Recognized for leadership and sales performance, contributing to team success and client retention.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Private Client Banker
KEYBANK
Skippack, USA
03.2024 - Current
- Primary relationship manager for high-net-worth and mass-affluent clients across deposit, lending, and service needs.
- Send warm introductions and referrals to Financial Advisors for investment sales, contributing to Wealth Management revenue goals.
- Partner with Mortgage, Business Banking, and Wealth Management teams to deliver full-bank solutions and deepen households.
- Exceed quarterly goals for deposit growth, loan volume, and advisory referrals.
- Train and onboard new Private Client Bankers and Personal Bankers on sales process and compliance standards.
Personal Banker
KEYBANK
Skippack, USA
10.2022 - 03.2024
- Promoted from Float Teller after 3 months for needs-based selling and client rapport.
- Opened consumer/business accounts and credit products; maintained >95% client satisfaction scores.
- Generated lending sales and investment referrals to licensed partners; drove digital banking adoption.
Float Teller
KEYBANK
Skippack, USA
07.2022 - 10.2022
- Processed transactions with 100% accuracy across 5+ branches, balancing a $15k cash box daily.
- Made referrals from the teller line, directly supporting branch sales goals.
Prep Cook
HIGH ALPINE BREWING COMPANY
Gunnison, USA
12.2021 - 05.2022
- Prepped ingredients for the brewery and pizzeria menu in a high-volume kitchen.
Landscaper
MOUNTAIN RAIN COMPANY
Gunnison, USA
05.2021 - 11.2021
- Maintained commercial/private properties: lawn care, trimming, cleanups, irrigation blowouts.
Bartender
THE CLUB AT CRESTED BUTTE
Crested Butte, USA
06.2019 - 04.2021
- Crafted custom cocktails and upsold premium spirits/wine to high-net-worth members.
- Built rapport with club members; trained new hires; managed high-volume registers with accuracy.
Skills
- High-Net-Worth Client Relations
- Deposit & Lending Growth
- Investment Referrals
- Needs-Based Selling
- Team Training & Onboarding
- Wealth Management Partnerships
- Client Retention
- Compliance & Accuracy
Certification
- FINRA SIE
- Series 6
- Series 63
- Pennsylvania Life, Accident and Health Insurance License
Timeline
Private Client Banker
KEYBANK
03.2024 - Current
Personal Banker
KEYBANK
10.2022 - 03.2024
Float Teller
KEYBANK
07.2022 - 10.2022
Prep Cook
HIGH ALPINE BREWING COMPANY
12.2021 - 05.2022
Landscaper
MOUNTAIN RAIN COMPANY
05.2021 - 11.2021
Bartender
THE CLUB AT CRESTED BUTTE
06.2019 - 04.2021