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Licensed Private Client Banker
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- The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice.
- As a PCB, you will deliver and refer appropriate financial solutions to KeyBank's client base with up to $2M in investable assets.
- The PCB helps new and existing clients achieve confidence in their financial wellness by assessing their financial needs, gathering and documenting client data, and offering appropriate products and services.
- Support of branch operations including assisting with client transactions on the Teller line as needed.
- required)Demonstrated experience with influencing business partners and leveraging centers of influence, as this role will require significant influence of partners such as Key Investment Services, Mortgage and Business Banking sales professionals.
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