Private Client Banker
KeyBank(3 months ago)
About this role
A Private Client Banker within KeyBank’s Key Private Client Program serves clients with up to $2M in investable assets, focusing on plan-based financial advice and overall financial wellness. The role supports clients by assessing financial needs, documenting client information, and connecting them to appropriate banking, investment, and insurance solutions while partnering with branch and business-line colleagues. This position is based in a branch location and participates in the branch’s client-facing activities and client acquisition efforts.
Required Skills
- Financial Advice
- Client Relationships
- Prospecting
- Referrals
- Account Opening
- Risk Management
- Digital Literacy
- Time Management
- Communication
Qualifications
- High School Diploma
- GED
- Bachelor's Degree (Preferred)
- FINRA Series 6 (S6)
- FINRA Series 63 (S63)
- FINRA SIE
- Life & 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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