Private Client Banker
KeyBank(3 months ago)
About this role
A Private Client Banker at KeyBank is part of the Key Private Client Program focused on building and managing plan-based relationships with clients who have up to $2M in investable assets. The role delivers and refers appropriate financial solutions, assesses client needs, and documents client information to support financial wellness. The PCB works from a branch location and partners with internal teams to grow and deepen client relationships.
Required Skills
- Financial Advice
- Client Relationships
- Prospecting
- Referrals
- Sales
- Account Opening
- Compliance
- Digital Literacy
- Time Management
- Communication
Qualifications
- High School Diploma
- Bachelor's Degree (preferred)
- FINRA Series 6
- FINRA Series 63
- 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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