KeyBank

Licensed Private Client Banker

KeyBank

4 months ago
Gig Harbor, WA
Onsite
Full Time
Medior
0 applicants
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KeyBank
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About this role

A Private Client Banker at KeyBank works within the Key Private Client Program to manage relationships with clients who have up to $2M in investable assets, delivering plan-based financial guidance and coordinating referrals to specialized teams. The role is branch-based and focused on helping clients achieve financial wellness through assessments, account services, and relationship management. The position partners with internal lines of business including Investment Services, Private Bank, Mortgage, and Business Banking.

Skills

Qualifications

High School DiplomaBachelor's Degree (preferred)FINRA SIEFINRA Series 6FINRA Series 63
KeyBank

About KeyBank

key.com

Enjoy the benefits of being a KeyBank client. We offer checking & savings accounts, credit cards, insurance, and loans. Open your KeyBank account today!

About KeyBank

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

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