Private Client Banker
KeyBank(26 days ago)
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.
Required Skills
- Financial Advice
- Client Relationships
- Prospecting
- Sales
- Referral Development
- Account Opening
- Compliance
- Digital Literacy
- Time Management
- Communication
Qualifications
- High School Diploma
- GED
- Bachelor's Degree
- FINRA Series 6 (S6)
- FINRA Series 63 (S63)
- FINRA Security Industry Essentials (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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