Licensed Private Client Banker
KeyBank(2 months ago)
About this role
The Private Client Banker at KeyBank is part of the Key Private Client Program serving clients with up to $2M in investable assets, delivering plan-based financial advice and referring appropriate investment, insurance, and banking solutions. The role is branch-based and focuses on building and deepening client relationships, supporting client financial wellness, and contributing to branch sales and referral goals.
Required Skills
- Financial Advice
- Client Relations
- Prospecting
- Sales
- Referrals
- Account Opening
- Compliance
- Digital Literacy
- Time Management
- Communication
Qualifications
- High School Diploma
- GED
- Bachelor's Degree (Preferred)
- FINRA Series 6
- FINRA Series 63
- SIE (Security Industry Essentials)
- 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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