Licensed Private Client Banker

The Private Client Banker serves as a trusted advisor to KeyBank clients with up to $2M in investable assets, delivering personalized financial solutions and tools to enhance their financial wellness. Responsibilities include assessing client needs, opening various accounts, and referring complex investment or insurance requirements to specialized internal teams like Private Bank or Mortgage. This role requires active prospecting, building strong referral pipelines, and collaborating with branch teammates to acquire and deepen relationships with both new and existing customers.