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Private Client Banker at KeyBank - ApplyBlast

Private Client Banker

KeyBank

4 months ago

3.6 on Glassdoor

Ingomar, PA

Onsite

Full Time

Junior

0 applicants

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About this role

A Private Client Banker at KeyBank serves as a trusted advisor to individuals and small businesses, focusing on financial wellness and client relationship management. The role involves delivering tailored financial solutions, opening accounts, and referring clients to specialized services while maintaining compliance with bank policies. PCBs are expected to build referral pipelines, achieve sales goals, and educate clients on both traditional and digital banking platforms.

Responsibilities

Assess client financial needs and recommend tailored investment solutions
Acquire new business accounts and deepen relationships with existing clients
Refer clients to specialized services within the private banking team
Maintain compliance with operational, risk, and security procedures
Educate clients on digital banking platforms and capabilities

Skills

Qualifications

FINRA License S6FINRA License S63FINRA Security Industry EssentialsLife Insurance LicenseHealth Insurance License

About KeyBank

key.com

Headquarters

Cleveland, Ohio, United States

Company Size

10001+ employees

Founded

1849

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