Licensed Private Client Banker
KeyBank(28 days ago)
About this role
A Private Client Banker at KeyBank provides plan-based financial advice and acts as a trusted advisor to individuals and businesses, focusing on clients with up to $2M in investable assets. The role assesses client financial needs, gathers and documents client data, and delivers or refers appropriate banking, investment, lending, and insurance solutions. The PCB works from a branch as part of the Key Private Client Program to help clients achieve financial wellness and confidence.
Required Skills
- Financial Advice
- Client Acquisition
- Prospecting
- Referral Management
- Relationship Building
- Sales
- Account Opening
- Compliance
- Digital Literacy
- Time Management
+1 more
Qualifications
- High School Diploma
- GED
- Bachelor's Degree (Preferred)
- FINRA Series 6 (S6)
- FINRA Series 63 (S63)
- FINRA Security Industry Essentials (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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