Private Client Banker
KeyBank
About this role
The Private Client Banker (PCB) is part of KeyBank’s Private Client Program and manages relationships with clients who have up to $2M in investable assets. The role provides plan-based financial advice, assesses client needs, documents client data, and delivers or refers appropriate banking, investment, insurance, and lending solutions. PCBs work from a branch location to help clients improve their financial wellness and deepen relationships across KeyBank lines of business.
Skills
Qualifications
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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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
Unlock Company Insights
View leadership team, funding history,
and employee contacts for KeyBank.
Salary
$49k – $75k
per year