Private Client Banker
KeyBank(11 days ago)
Wallingford, CTOnsiteFull TimeSenior$50,000 - $78,992Private Banking/Financial Services
Apply NowAbout this role
A Private Client Banker at KeyBank provides personalized financial advice and services to clients with up to $2M in investable assets. The role focuses on building strong client relationships, understanding their financial needs, and referring appropriate financial solutions to support their wellness journey.
Required Skills
- Client Relationship
- Financial Advice
- Investment Strategies
- Retirement Planning
- Insurance Products
- Prospecting
- Networking
- Financial Wellness
- Digital Platforms
- Sales
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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