KeyBank

Licensed Private Client Banker

KeyBank

3 months ago
Maple Valley, WA
Onsite
Full Time
Medior
0 applicants
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KeyBank
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About this role

The Private Client Banker (PCB) at KeyBank is a trusted advisor focused on managing client relationships by offering tailored financial advice and solutions to clients with up to $2M in investable assets. This role emphasizes a plan-based approach to financial wellness, enhancing clients' financial confidence and helping them achieve their goals through effective communication and strong collaboration with business partners.

Skills

Qualifications

High School DiplomaBachelor's DegreeFINRA License S6FINRA License S63FINRA Security Industry Essentials (SIE)
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!

About KeyBank

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

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