Private Client Banker
KeyBank(1 month ago)
About this role
The Private Client Banker is part of KeyBank’s Private Client Program and focuses on managing full client relationships with a plan-based approach to financial advice for clients with up to $2M in investable assets. The role involves assessing clients' financial needs, gathering and documenting client data, and delivering or referring appropriate financial products and services. It supports client acquisition and relationship deepening within a branch setting.
Required Skills
- Financial Advice
- Client Prospecting
- Sales
- Client Relations
- Account Opening
- Risk Compliance
- Digital Literacy
- Time Management
- Communication
Qualifications
- High School Diploma
- Bachelor's Degree (Preferred)
- FINRA Series S6
- FINRA Series S63
- 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!
View more jobs at KeyBank →Apply instantly with AI
Let ApplyBlast auto-apply to jobs like this for you. Save hours on applications and land your dream job faster.
More jobs at KeyBank
Similar Jobs
High Net Worth Private Banker
Barclays(1 month ago)
Private Banker
Barclays(20 days ago)
Ultra High Net Worth Private Banker
Barclays(1 month ago)
Premier Client Banker- PNC Wealth Management
Quantitative Marketing(1 month ago)
Director - Private Banker
Barclays(19 days ago)
Consumer Banker I (Linton)
First Financial Bank Texas(22 days ago)