Private Client Banker
KeyBank(2 months ago)
Gahanna, OHOnsiteFull TimeMedior$49,040 - $75,000Private Banking
Apply NowAbout this role
A Private Client Banker in KeyBank's Private Client Program partners with clients to provide plan-based financial advice for households and businesses with up to $2M in investable assets. The role assesses and documents financial needs, delivers or refers appropriate banking, investment, insurance, mortgage, and business solutions, and supports client financial wellness. The position also supports branch operations and develops referral pipelines with internal and external partners.
Required Skills
- Financial Advice
- Client Relationships
- Prospecting
- Sales
- Referrals
- Account Opening
- Risk Management
- Digital Platforms
- Time Management
- Communication
Qualifications
- High School Diploma
- Bachelor's Degree
- FINRA SIE
- FINRA Series 6
- FINRA Series 63
- 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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