Licensed Private Client Banker
About this role
About the Role Licensed Private Client Banker (PCB) at Key Bank focuses on the entire client relationship with a plan-based approach to financial advice. You will deliver and refer financial solutions to clients with up to $2M in investable assets and help them advance their financial wellness.
What You'll Do
- Deliver and refer appropriate financial solutions to clients with up to $2M in investable assets.
- Assess clients' financial needs, gather and document client data, and provide tailored financial advice.
- Build and maintain strong client relationships and embody a high-quality client experience culture.
- Identify products and services to meet client needs and refer to appropriate sales professionals in Retail, Key Investment Services, Private Bank, Mortgage, or Business Banking.
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