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Private Client Banker at KeyBank - ApplyBlast

Private Client Banker

KeyBank

2 months ago

3.6 on Glassdoor

Redmond, Washington, United States

Onsite

Full Time

Medior

0 applicants

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About this role

The Private Client Banker (PCB) serves KeyBank's high‑net‑worth clients, providing personalized financial advice and solutions for individuals with up to $2 million in investable assets. The role involves assessing client needs, recommending appropriate products, and collaborating with internal partners across investment, mortgage, and business banking to support clients' financial wellness.

Responsibilities

Provide customized financial wellness recommendations to clients
Develop and maintain client referral pipeline and partnerships
Open and manage personal and business accounts while ensuring compliance

Skills

Qualifications

FINRA License S6FINRA License S63FINRA Security Industry Essentials (SIE)Life, Accident, and Health Insurance Licenses

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!