Private Client Banker
KeyBank(2 months ago)
About this role
The Private Client Banker (PCB) at KeyBank serves as a trusted advisor to clients within the Key Private Client Program, focusing on their financial wellness through personalized financial solutions. This role involves building relationships with clients who have up to $2M in investable assets, understanding their financial needs, and delivering tailored advice and referrals to appropriate financial products and services.
Required Skills
- Client Relationships
- Financial Solutions
- Sales Goals
- Referral Sources
- Risk Management
Qualifications
- High School Diploma
- GED
- Bachelor's Degree
- FINRA License S6
- FINRA License S63
- FINRA Security Industry Essentials (SIE)
- Life and Health Insurance Licenses
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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