Private Client Banker
KeyBank(24 days ago)
About this role
The Private Client Banker is part of KeyBank’s Private Client Program and focuses on plan-based financial advice for clients with up to $2M in investable assets. The role centers on building and deepening client relationships in a branch setting, assessing financial needs, and referring appropriate products and specialists to support clients’ financial wellness. PCBs also support branch operations and help clients use KeyBank’s digital platforms.
Required Skills
- Client Relationship
- Financial Advice
- Prospecting
- Referrals
- Account Opening
- Sales
- Compliance
- Digital Literacy
- Time Management
Qualifications
- High School Diploma
- Bachelor's Degree
- FINRA SIE
- FINRA Series 6
- FINRA Series 63
- Life And Health Insurance Licenses
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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