Private Client Banker
KeyBank(1 month ago)
About this role
A Private Client Banker at KeyBank is a relationship-focused banker within the Key Private Client Program who advises individuals and small businesses with up to $2M in investable assets. The role centers on plan-based financial guidance, delivering and referring appropriate banking, investment, and insurance solutions to support clients’ financial wellness. PCBs serve as trusted advisors in their local KeyBank communities, helping clients progress along their financial journeys.
Required Skills
- Client Relations
- Financial Advice
- Prospecting
- Sales
- Account Opening
- Referrals
- Compliance
- Time Management
- Digital Literacy
- Communication
Qualifications
- High School Diploma or GED
- Bachelor's Degree (Preferred)
- FINRA Series 6 (S6)
- FINRA Series 63 (S63)
- 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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