Licensed Private Client Banker
KeyBank
About this role
The Private Client Banker is part of KeyBank’s Private Client Program and delivers plan-based financial advice to individuals and small businesses, focusing on clients with up to $2M in investable assets. The role supports client financial wellness by assessing needs, documenting client data, and providing or referring appropriate banking, investment, insurance, mortgage, and business solutions. It operates within a branch setting to deepen relationships and drive client acquisition and retention.
Skills
Qualifications
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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About KeyBank
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for KeyBank.
Salary
$49k – $75k
per year