Private Client Banker
KeyBank(1 month ago)
About this role
The Private Client Banker is a branch-based role within KeyBank’s Private Client Program focused on serving clients with up to $2M in investable assets through a plan-based approach to financial advice. The role centers on building and managing client relationships, delivering tailored financial wellness guidance, and referring clients to appropriate specialist teams. This position supports branch operations and represents KeyBank in client acquisition and retention efforts.
Required Skills
- Client Experience
- Financial Advice
- Prospecting
- Referral Pipeline
- Relationship Building
- Sales Goals
- Digital Literacy
- Microsoft Office
- Time Management
- Compliance
Qualifications
- High School Diploma
- Bachelor's Degree
- FINRA Series 6 (S6)
- FINRA Series 63 (S63)
- FINRA SIE
- Life and Health Insurance License
- Valid Driver's 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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