Licensed Private Client Banker
KeyBank(2 months ago)
Marysville, WAOnsiteFull TimeMedior$49,040 - $75,000Private Banking
Apply NowAbout this role
The Private Client Banker (PCB) at KeyBank is part of the Key Private Client Program and serves as a trusted advisor to individuals and small businesses with up to $2M in investable assets. The role focuses on delivering plan-based financial guidance, coordinating appropriate banking, investment, mortgage and insurance solutions, and building lasting client relationships through cross-functional collaboration.
Required Skills
- Client Relationship
- Financial Advice
- Prospecting
- Account Opening
- Sales
- Referrals
- Risk Management
- Time Management
- Communication
- Digital Literacy
Qualifications
- High School Diploma
- Bachelor's Degree (Preferred)
- FINRA Series 6
- FINRA Series 63
- FINRA SIE
- Life and Health Insurance License
- Valid Driver's 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!
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