Private Client Banker - Medina
KeyBank(1 month ago)
About this role
The Private Client Banker at KeyBank is a branch-based advisor in the Key Private Client Program who manages full client relationships for individuals with up to $2M in investable assets. The role delivers plan-based financial advice, offers and refers appropriate banking, investment, insurance and lending solutions while partnering with internal business lines to deepen client relationships.
Required Skills
- Client Relations
- Financial Advice
- Prospecting
- Referrals
- Sales
- Compliance
- Account Opening
- Digital Technology
- Time Management
- Communication
+2 more
Qualifications
- High School Diploma
- GED
- Bachelor's Degree (preferred)
- 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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