Licensed Private Client Banker
KeyBank(2 months ago)
About this role
The Private Client Banker is part of KeyBank’s Private Client Program and focuses on managing and deepening relationships with clients who have up to $2M in investable assets. The role delivers plan-based financial advice and refers clients to appropriate KeyBank specialists while helping clients improve their overall financial wellness. The position is branch-based and supports both client-facing banking activities and internal partnerships across lines of business.
Required Skills
- Financial Advice
- Relationship Building
- Prospecting
- Referrals
- Account Opening
- Sales
- Customer Service
- Compliance
- Digital Literacy
- Time Management
Qualifications
- High School Diploma
- Bachelor's Degree
- FINRA S6
- FINRA S63
- 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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