Private Client Banker
KeyBank(3 months ago)
About this role
The Private Client Banker (PCB) serves KeyBank clients with up to $2M in investable assets, delivering plan-based financial advice and acting as a trusted advisor. The role focuses on assessing clients’ financial needs, documenting client data, and delivering or referring appropriate banking, investment, and insurance solutions. PCBs work within the Key Private Client Program to deepen relationships and support clients’ financial wellness.
Required Skills
- Client Relationship
- Financial Advice
- Prospecting
- Referral Management
- Sales
- Account Opening
- Risk Management
- Digital Literacy
- Time Management
- Communication
Qualifications
- High School Diploma
- Bachelor's Degree (preferred)
- FINRA Series 6
- FINRA Series 63
- SIE (Security Industry Essentials)
- 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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