Licensed Private Client Banker
KeyBank(1 month ago)
About this role
The Private Client Banker at KeyBank is a client-focused advisor within the Key Private Client Program who delivers plan-based financial guidance for clients with up to $2M in investable assets. The role centers on building trusted relationships, assessing clients’ financial needs, and coordinating appropriate banking, investment, and insurance solutions. This position supports client financial wellness through personalized service and collaboration with internal specialists.
Required Skills
- Client Relationships
- Financial Advice
- Prospecting
- Referrals
- Sales
- Account Opening
- Risk Compliance
- Digital Literacy
- Time Management
- Communication
Qualifications
- High School Diploma or GED (Required)
- Bachelor's Degree (Preferred)
- FINRA Series 6 (S6)
- FINRA Series 63 (S63)
- FINRA SIE (Security Industry Essentials)
- Life and Health Insurance License
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!
View more jobs at KeyBank →Apply instantly with AI
Let ApplyBlast auto-apply to jobs like this for you. Save hours on applications and land your dream job faster.
More jobs at KeyBank
Similar Jobs
Senior Personal Banker - Investing (Future Opportunities)
TD Bank Group(1 month ago)
Ultra High Net Worth Private Banker
Barclays(1 month ago)
Private Banker
Northwest Bank(2 months ago)
High Net Worth Private Banker
Barclays(1 month ago)
Private Banker
Barclays(20 days ago)
Private Banker - High Net Worth
Barclays(28 days ago)