Private Client Banker - Canandaigua
About this role
Job title: Private Client Banker - Canandaigua
About the Role The Private Client Banker (PCB) 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
- Build and manage the end-to-end client relationship with a plan-based approach to financial advice for clients with up to $2M in investable assets.
- Deliver and refer appropriate financial solutions to KeyBank's client base, helping new and existing clients achieve their financial goals.
- Be a problem solver, trusted advisor, and partner to the people and businesses in KeyBank communities.
What We're Looking For
- Focus on the entire client relationship with a plan-based approach to financial advice.
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