Private Client Banker
KeyBank(17 days ago)
About this role
The Private Client Banker (PCB) at KeyBank focuses on building long-term relationships with clients, providing financial advice, and referring appropriate products and services to help clients achieve their financial wellness. The role involves client interactions, account management, partnership development, and compliance with bank policies.
Required Skills
- Financial Advice
- Client Relationship
- Sales Techniques
- Account Management
- Prospecting
- Networking
- Financial Planning
- Market Analysis
- Customer Service
- Digital Platforms
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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