Licensed Private Client Banker
KeyBank(3 months ago)
About this role
The Private Client Banker (PCB) at KeyBank is part of the Key Private Client Program and works with clients holding up to $2M in investable assets to provide plan-based financial advice. The role focuses on building and deepening client relationships, delivering and referring appropriate banking, investment, and insurance solutions, and supporting financial wellness. The PCB operates from a branch location and partners with internal specialists to meet client needs.
Required Skills
- Client Relationship
- Financial Advice
- Prospecting
- Referrals
- Sales
- Account Opening
- Financial Planning
- Compliance
- Digital Literacy
- Time Management
Qualifications
- High School Diploma or GED
- Bachelor's Degree (preferred)
- 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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