Licensed Private Client Banker
KeyBank(10 days ago)
About this role
The Private Client Banker at KeyBank is responsible for managing client relationships, assessing financial needs, and referring suitable financial products to clients with up to $2M in assets. The role focuses on delivering personalized financial guidance and building long-term relationships to support clients' financial wellness.
Required Skills
- FinancialAdvice
- ClientRelations
- Sales
- Networking
- FinancialPlanning
- InvestmentProducts
- DigitalPlatforms
- CustomerService
- RelationshipManagement
- FinancialNeedsAnalysis
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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