Private Client Banker
KeyBank(26 days ago)
About this role
A Private Client Banker at KeyBank serves clients through the Key Private Client Program, focusing on households with up to $2M in investable assets. The role emphasizes personalized, plan-based financial relationship management and connecting clients to appropriate banking, investment, mortgage, and business services. This position is branch-based and supports client financial wellness through advisory and referrals.
Required Skills
- Client Relations
- Financial Advice
- Prospecting
- Referrals
- Account Opening
- Sales
- Compliance
- Digital Literacy
- Time Management
Qualifications
- High School Diploma
- GED
- Bachelor's Degree
- FINRA Series 6
- FINRA Series 63
- 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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