Private Client Banker
KeyBank(2 days ago)
Quakertown, PAOnsiteFull TimeJunior$50,000 - $77,538Private Banking
Apply NowAbout this role
The Private Client Banker at KeyBank is a client-facing role focused on providing personalized financial advice and solutions to clients with up to $2 million in investable assets. The role involves building relationships, understanding client needs, and referring appropriate financial products and services. It emphasizes a client-centric approach with an active engagement in developing long-term financial wellness for clients.
Required Skills
- client Relationships
- Financial Advice
- Prospecting
- Referral Development
- Account Opening
- Financial Planning
- Market Analysis
- Communication
- Networking
- Sales
Qualifications
- High School Diploma or equivalent
- FINRA S6
- FINRA 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!
View more jobs at KeyBank →