Licensed Private Client Banker
KeyBank(1 month ago)
About this role
The Private Client Banker (PCB) at KeyBank is a client-facing advisor within the Key Private Client Program who focuses on relationship-based financial guidance for clients with up to $2M in investable assets. The role centers on delivering plan-based financial advice, coordinating appropriate banking and investment solutions, and acting as a trusted partner to help clients achieve financial wellness. PCBs work closely with internal partners to connect clients to broader bank services.
Required Skills
- Sales
- Prospecting
- Referrals
- Client Service
- Financial Advice
- Account Opening
- Compliance
- Relationship Building
- Microsoft Office
- Digital Literacy
Qualifications
- High School Diploma or 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!
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
Private Banker
Barclays(20 days ago)
Ultra High Net Worth Private Banker
Barclays(1 month ago)
High Net Worth Private Banker
Barclays(1 month ago)
Private Banker, VP - Private Wealth
Associated Bank, NA(2 months ago)
Consumer Banker III (Creekview)
First Financial Bank Texas(22 days ago)
Private Banker - High Net Worth
Barclays(28 days ago)