Licensed Private Client Banker
KeyBank(1 month ago)
About this role
The Private Client Banker at KeyBank serves clients through the Key Private Client Program, working with individuals who have up to $2M in investable assets to support their financial wellness. The role is branch-based and focused on building and managing client relationships and coordinating referrals to specialized lines of business. It contributes to clients' overall financial plans through advice and appropriate product referrals.
Required Skills
- Client Relationship
- Financial Advice
- Prospecting
- Referral Development
- Sales
- Account Opening
- Risk Compliance
- Microsoft Office
- Digital Literacy
- Time Management
Qualifications
- High School Diploma
- Bachelor's Degree
- FINRA S6
- FINRA S63
- 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!
View more jobs at KeyBank →Apply instantly with AI
Let ApplyBlast auto-apply to jobs like this for you. Save hours on applications and land your dream job faster.
More jobs at KeyBank
Similar Jobs
Ultra High Net Worth Private Banker
Barclays(1 month ago)
Private Banker
Barclays(20 days ago)
High Net Worth Private Banker
Barclays(1 month ago)
Personal Banker Trainee
TD Bank Group(26 days ago)
Private Banker / Senior Private Banker (Singapore / Malaysia /ANZ /Philippines)
Citi(1 month ago)
Personal Banker
TD Bank Group(1 month ago)