Private Client Banker
KeyBank(3 months ago)
About this role
The Private Client Banker is part of KeyBank’s Private Client Program providing plan-based financial advice and relationship management for clients with up to $2M in investable assets. The role focuses on assessing client financial needs, delivering and referring appropriate banking, investment, and insurance solutions, and helping clients progress in their financial wellness. This position operates from a local branch and supports broader bank teams to deepen client relationships and facilitate product referrals.
Required Skills
- Client Relationship
- Financial Advice
- Prospecting
- Referrals
- Sales
- Account Opening
- Risk Management
- Digital Literacy
- Time Management
- Communication
Qualifications
- High School Diploma
- GED
- Bachelor's Degree
- FINRA S6
- FINRA 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!
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