Licensed Private Client Banker
KeyBank(3 months ago)
About this role
The Private Client Banker (PCB) at KeyBank serves clients with up to $2M in investable assets, providing plan-based financial guidance and acting as a trusted advisor. The role focuses on building and deepening client relationships, delivering or referring appropriate financial solutions, and supporting branch operations. PCBs collaborate with internal partners across investment, mortgage, and business banking to support clients' financial wellness.
Required Skills
- Relationship Management
- Financial Advice
- Sales
- Prospecting
- Account Opening
- Compliance
- Digital Literacy
- Time Management
Qualifications
- High School Diploma
- Bachelor's Degree (Preferred)
- FINRA S6
- FINRA S63
- FINRA SIE
- Life and Health Insurance Licenses
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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