Private Client Banker
KeyBank(1 month ago)
Dayton, OHOnsiteFull TimeMedior$49,040 - $75,000Banking
Apply NowAbout 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.
Required Skills
- Financial Advice
- Client Relationships
- Prospecting
- Referrals
- Account Opening
- Sales
- Compliance
- Digital Literacy
- Time Management
- Communication
+1 more
Qualifications
- High School Diploma or GED
- Bachelor's Degree (Preferred)
- FINRA Series 6
- FINRA Series 63
- 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 →