Private Client Banker
KeyBank(17 days ago)
Valatie, NYOnsiteFull TimeJunior$50,000 - $78,984Private Banking/Financial Services
Apply NowAbout this role
The Private Client Banker at KeyBank focuses on managing client relationships by providing tailored financial advice and solutions. The role involves engaging with clients to understand their financial needs, building long-term relationships, and referring appropriate banking and investment products. It emphasizes a client-centric approach, collaboration with internal teams, and understanding of financial markets.
Required Skills
- Client Relationships
- Financial Advice
- Sales
- Networking
- Financial Planning
- Digital Platforms
- Customer Service
- Investment Products
- Account Management
- Financial Wellness
Qualifications
- High School Diploma or GED
- FINRA License S6
- FINRA License S63
- FINRA SIE
- 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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