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Private Client Banker at KeyBank - ApplyBlast

Private Client Banker

KeyBank

2 months ago

3.6 on Glassdoor

West Haven, Connecticut, United States

Onsite

Full Time

Medior

0 applicants

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About this role

The Private Client Banker serves as a trusted advisor and partner to clients and businesses within KeyBank communities, focusing on the entire client relationship through a plan-based approach to financial advice. This role involves assessing financial needs, offering tailored products and services, and referring clients to specialized sales professionals to help them achieve financial wellness. The position requires building strong client relationships, identifying financial opportunities, and maintaining compliance with bank policies and procedures.

Responsibilities

Deliver customized financial wellness recommendations and refer investment and insurance products
Build client referral pipeline through prospecting and developing centers of influence
Open personal and business accounts and support branch operations

Skills

Qualifications

High School DiplomaGEDBachelor's DegreeFINRA License S6FINRA License S63

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!