KeyBank

Hire Ahead Private Client Banker - Hamburg Village

KeyBank(1 day ago)

Hamburg, NYOnsiteFull TimeSenior$52,000 - $79,499Finance & Banking
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About this role

The Private Client Banker role involves building trusted relationships with clients to provide personalized financial advice and solutions. The position focuses on understanding clients' financial needs and offering suitable banking, investment, and insurance products. It emphasizes relationship development, financial wellness, and collaboration with internal teams.

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Required Skills

  • Financial Advice
  • Relationship Building
  • Customer Service
  • Prospecting
  • Financial Planning
  • Sales
  • Client Management
  • Investment Products
  • Digital Technology
  • Networking

Qualifications

  • High School Diploma
  • FINRA License S6
  • FINRA License S63
  • FINRA SIE
  • Life and Health Insurance Licenses
KeyBank

About KeyBank

key.com

Enjoy the benefits of being a KeyBank client. We offer checking & savings accounts, credit cards, insurance, and loans. Open your KeyBank account today!

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