Licensed Private Client Banker
About this role
Job title: Licensed Private Client Banker
About the Role Licensed Private Client Banker is part of the Key Private Client Program and focuses 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.
What You'll Do
- Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities.
- Focus on the entire client relationship with a plan-based approach to financial advice.
- Deliver and refer appropriate financial solutions to KeyBank's client base with up to $2M in investable assets.
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