Licensed Private Client Banker
About this role
About the Role The Licensed Private Client Banker 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 journey.
What You'll Do
- Build and manage strong relationships with clients and businesses in KeyBank communities.
- Provide plan-based financial guidance and refer appropriate financial solutions to clients with up to $2M in investable assets.
- Partner with the Key Private Client team to deliver holistic financial advice and services.
What We're Looking For
- Problem solver who is a trusted advisor and partner to clients.
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