Licensed Private Client Banker
KeyBank(3 months ago)
About this role
The Private Client Banker (PCB) at KeyBank provides plan-based financial advice and relationship management for clients with up to $2M in investable assets. The role delivers and refers appropriate financial solutions, assesses client financial needs, and helps clients achieve financial wellness through tailored recommendations. The PCB partners with internal specialists across investment, mortgage, private bank, and business banking teams to deepen client relationships.
Required Skills
- Client Relationship
- Financial Advice
- Prospecting
- Referrals
- Sales Goals
- 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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