Licensed Private Client Banker
KeyBank(3 months ago)
About this role
The Private Client Banker at KeyBank partners with individuals and small businesses to deliver plan-based financial advice and support clients with up to $2M in investable assets. The role is branch-based and focuses on assessing client needs, documenting client data, and connecting clients to appropriate KeyBank products and specialists. It supports clients’ financial wellness through relationship management and referrals across banking and investment services.
Required Skills
- Financial Advice
- Client Acquisition
- Prospecting
- Referrals
- Account Opening
- Relationship Building
- Compliance
- Time Management
- Digital Technology
- Sales
Qualifications
- High School Diploma
- Bachelor's Degree
- FINRA Series 6
- FINRA Series 63
- 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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