Licensed Private Client Banker
KeyBank(2 months ago)
About this role
The Private Client Banker is part of KeyBank’s Private Client Program and manages plan-based relationships with clients holding up to $2M in investable assets. The role focuses on assessing client financial needs, documenting client data, and delivering or referring appropriate financial products and services to support clients’ financial wellness. This position serves as a trusted advisor and partner within branch teams to grow and deepen client relationships.
Required Skills
- Client Advisory
- Financial Advice
- Prospecting
- Referral Development
- Account Opening
- Relationship Management
- Compliance
- Time Management
- Digital Literacy
- Communication
Qualifications
- High School Diploma
- Bachelor's Degree (Preferred)
- FINRA Series 6
- FINRA Series 63
- FINRA SIE (Security Industry Essentials)
- Life And Health Insurance License(s)
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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