Hire Ahead Private Client Banker - Hamburg Village
KeyBank(1 day ago)
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.
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
About KeyBank
key.comEnjoy 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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