Licensed Private Client Banker
KeyBank(2 months ago)
About this role
A Private Client Banker at KeyBank is part of the Key Private Client Program serving clients with up to $2M in investable assets. The role focuses on building and managing client relationships through plan-based financial advice and coordinating referrals to specialists. The position operates from a branch location to help clients achieve financial wellness and connect them with appropriate banking and investment solutions.
Required Skills
- Client Relationship
- Financial Advice
- Sales
- Prospecting
- Referrals
- Account Opening
- Digital Literacy
- Time Management
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!
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