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Private Client Banker at KeyBank - ApplyBlast

Private Client Banker

KeyBank

6 months ago

3.6 on Glassdoor

Taylorsville, Utah, United States

Onsite

Full Time

Medior

0 applicants

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About this role

The Private Client Banker (PCB) serves as a trusted advisor to KeyBank clients with up to $2M in investable assets, delivering personalized financial solutions and referrals across investment, insurance, mortgage, and business banking products. The role focuses on building and maintaining client relationships, prospecting new business, and supporting branch operations while ensuring compliance and high-quality client experiences.

Responsibilities

Develop and manage client relationships to deliver financial solutions
Identify and refer investment and insurance products to meet client needs
Ensure compliance with operational, risk, and audit procedures

Skills

Qualifications

FINRA License S6FINRA License S63FINRA Security Industry Essentials (SIE)Life 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!