Licensed Private Client Banker
KeyBank(3 months ago)
About this role
The Private Client Banker (PCB) is part of KeyBank’s Private Client Program and provides plan-based financial advice to clients with up to $2M in investable assets. The role assesses clients’ financial needs, documents client information, and delivers or refers appropriate banking, investment and insurance solutions to support clients’ financial wellness. The PCB is branch-based and combines client-facing relationship work with supporting branch operations.
Required Skills
- Client Relationship
- Financial Advice
- Prospecting
- Sales
- Referrals
- Account Opening
- Risk Management
- Time Management
- Digital Literacy
- Communication
Qualifications
- High School Diploma
- GED
- Bachelor's Degree (preferred)
- 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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