Licensed Private Client Banker
KeyBank(3 months ago)
About this role
A Private Client Banker at KeyBank is a client-facing advisor within the Key Private Client Program who works with clients holding up to $2M in investable assets. The role focuses on providing plan-based financial guidance and coordinating referrals to specialist teams. It supports clients’ financial wellness while representing the bank in a branch setting.
Required Skills
- Client Advising
- Financial Planning
- Prospecting
- Relationship Building
- Sales
- Referrals
- Account Opening
- Lending
- Compliance
- Digital Literacy
+2 more
Qualifications
- High School Diploma or GED
- Bachelor's Degree (preferred)
- FINRA Series S6
- FINRA Series S63
- 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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