KeyBank

Licensed Private Client Banker

KeyBank

5 months ago
Broomfield, CO
Onsite
Full Time
Medior
0 applicants
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KeyBank
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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.

Skills

Qualifications

High School DiplomaGEDBachelor's Degree (preferred)FINRA S6FINRA S63
KeyBank

About KeyBank

key.com

Enjoy the benefits of being a KeyBank client. We offer checking & savings accounts, credit cards, insurance, and loans. Open your KeyBank account today!

About KeyBank

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

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