KeyBank

Private Client Banker

KeyBank

14 days ago
University Heights, OH
Onsite
Full Time
Senior
0 applicants
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KeyBank
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About this role

The Private Client Banker at KeyBank focuses on building and maintaining client relationships by providing tailored financial advice and solutions, with a focus on clients holding up to $2 million in investable assets. The role involves delivering personalized financial wellness recommendations, referring clients to appropriate services, and collaborating with internal partners to meet clients' financial needs.

Skills

Qualifications

High School Diploma or GED or equivalent experienceFINRA License S6FINRA License S63FINRA SIELife and Health Insurance Licenses
KeyBank

About KeyBank

key.com

Enjoy the benefits of being a KeyBank client. We offer checking & savings accounts, credit cards, insurance, and loans. Open your KeyBank account today!

About KeyBank

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

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