Private Client Banker
KeyBank
About this role
A Private Client Banker at KeyBank works within the Key Private Client Program to manage and grow relationships with clients who have up to $2M in investable assets. The role focuses on delivering plan-based financial advice, assessing client financial needs, and coordinating appropriate bank products and referrals to support clients’ financial wellness. The position is branch-based and serves as a trusted advisor and connector to internal specialists across investment, mortgage, and business banking lines.
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
Unlock Company Insights
View leadership team, funding history,
and employee contacts for KeyBank.
Salary
$50k – $77k
per year