Private Client Banker - Shoppingtown
KeyBank(3 months ago)
About this role
The Private Client Banker is a branch-based advisor within KeyBank’s Private Client Program who manages relationships with clients holding up to $2M in investable assets. The role focuses on assessing client financial needs, gathering and documenting client information, and delivering or referring appropriate financial solutions. The PCB supports clients’ financial wellness and partners with internal specialists across investment, mortgage, and business banking lines.
Required Skills
- Client Relationships
- Financial Advice
- Prospecting
- Referrals
- Sales
- Account Opening
- Compliance
- Digital Technology
- Time Management
- Communication
Qualifications
- High School Diploma
- 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!
View more jobs at KeyBank →