KeyBank

Private Client Banker - Rome

KeyBank

3 months ago
Rome, NY
Onsite
Full Time
Medior
0 applicants
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KeyBank
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About this role

The Private Client Banker (PCB) at KeyBank serves as a trusted advisor to clients with investable assets of up to $2 million, focusing on building financial wellness through a personalized, plan-based approach. This role involves delivering appropriate financial solutions and fostering strong relationships with both new and existing clients, while collaborating with various internal partners to optimize client outcomes.

Skills

Qualifications

High School DiplomaFINRA License S6FINRA License S63FINRA SIELife and Health Insurance Licenses
KeyBank

About KeyBank

key.com

Enjoy the benefits of being a KeyBank client. We offer checking & savings accounts, credit cards, insurance, and loans. Open your KeyBank account today!

About KeyBank

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

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