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Private Client Banker at KeyBank - ApplyBlast

Private Client Banker

KeyBank

9 days ago

3.6 on Glassdoor

Auburn, Maine, 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 in KeyBank communities, focusing on building and managing the entire client relationship through a plan-based approach to financial advice. This role involves assessing financial needs, offering tailored solutions, and referring clients to appropriate specialists across retail, investment, mortgage, and business banking divisions. The position aims to help clients achieve financial wellness and confidence through personalized service and expert guidance.

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!