Licensed Private Client Banker
KeyBank(2 months ago)
Long Beach, WAOnsiteFull TimeMedior$49,040 - $1,688.852Private Banking
Apply NowAbout this role
The Private Client Banker is part of KeyBank’s Private Client Program and supports clients with up to $2M in investable assets through plan-based financial advice. The role serves as a trusted advisor within the branch and referral network, helping clients improve their overall financial wellness. This position is branch-based in Long Beach, WA and connects clients with specialized bank resources as needed.
Required Skills
- Financial Advice
- Client Relationships
- Prospecting
- Referrals
- Sales
- Account Opening
- Risk Management
- Communication
- Time Management
- Digital Technology
Qualifications
- High School Diploma
- Bachelor's Degree
- 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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