Licensed Private Client Banker
KeyBank(2 months ago)
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.
Required Skills
- Financial Advice
- Client Relationships
- Prospecting
- Referrals
- Account Opening
- Sales Goals
- Time Management
- Compliance
- Digital Literacy
- Communication
Qualifications
- High School Diploma
- Bachelor's Degree (preferred)
- FINRA SIE
- FINRA Series 6
- FINRA Series 63
- 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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