Private Client Banker
About this role
Job title: Private Client Banker
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. The PCB delivers and refers appropriate financial solutions to KeyBank's client base with up to $2M in investable assets. They help new and existing clients achieve confidence in their financial wellness by assessing needs, gathering and documenting client data, and offering appropriate products and services. PCBs 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.
What You'll Do
- Embody a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their day.
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