Licensed Private Client Banker
KeyBank(3 months ago)
About this role
The Private Client Banker (PCB) at KeyBank is a client-facing banking role within the Key Private Client Program focused on plan-based financial advice for clients with up to $2M in investable assets. The PCB assesses client financial needs, delivers and refers appropriate banking, investment and insurance solutions, and helps clients improve their overall financial wellness. This role operates from a branch location and supports both client transactions and relationship development.
Required Skills
- Client Relations
- Financial Advice
- Prospecting
- Sales
- Referrals
- Account Opening
- Compliance
- Digital Literacy
- Time Management
- Communication
Qualifications
- High School Diploma
- 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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