Private Client Banker
KeyBank
About this role
A Private Client Banker at KeyBank delivers plan-based financial advice and manages full client relationships for individuals with up to $2M in investable assets. The role focuses on assessing clients' financial needs, offering and referring appropriate banking, investment, and insurance solutions, and helping clients achieve financial wellness. It involves collaborating with internal specialists to deepen relationships and support client acquisition and retention.
Skills
Qualifications
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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About KeyBank
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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View leadership team, funding history,
and employee contacts for KeyBank.
Salary
$49k – $75k
per year