Licensed Private Client Banker
KeyBank(2 months ago)
About this role
The Private Client Banker at KeyBank serves as a trusted advisor for individuals and small businesses, focusing on clients with up to $2M in investable assets. The role centers on a plan-based approach to financial advice, assessing client needs, documenting financial information, and delivering or referring appropriate banking, investment, and insurance solutions. This position is branch-based and supports client financial wellness while partnering with internal business lines.
Required Skills
- Client Relations
- Financial Advice
- Sales
- Prospecting
- Referrals
- Account Opening
- Compliance
- Microsoft Office
- Digital Literacy
- Time Management
+1 more
Qualifications
- High School Diploma
- GED
- Bachelor's Degree (Preferred)
- FINRA Series 6
- FINRA Series 63
- FINRA SIE
- 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!
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