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 delivering personalized financial guidance, supporting clients' overall financial wellness, and acting as a trusted advisor while coordinating with specialists across the bank. The position is branch-based in Seattle and supports both personal and small business client needs.
Required Skills
- Financial Advice
- Relationship Management
- Prospecting
- Referrals
- Account Opening
- Compliance
- Sales
- Client Service
- Digital Literacy
- Time Management
Qualifications
- High School Diploma
- Bachelor's Degree (preferred)
- FINRA Series 6
- FINRA Series 63
- FINRA SIE
- Life and Health Insurance Licenses
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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